How to configure your Terms & Conditions
The Terms button on your widget is designed to link your widget to a Terms & Conditions page that's hosted on your website. In this help article, we'll talk about best practices to set up your Terms & Conditions
Host your Terms & Conditions on your website:
- Navigate to 'Settings' > 'Account'
- Under 'Terms and Conditions URL', enter your Referral Program's Terms and Conditions are hosted on your website.
- Click 'Save Changes' at the bottom of the page, and the 'Terms' link in your widgets and emails will now be automatically updated and ready to go!
Sample Terms & Conditions for your Referral Program
The following example is meant to help you create your own Terms & Conditions for your referral program. This is a guide only. We are not lawyers ( phew!), so you will need to craft your own T&Cs to explain how your program works.
Please host your program’s Terms & Conditions on your website on a friendly URL such as www.acmewidgets.com/referral-terms.
Terms & Conditions [SAMPLE ONLY]
ACME Refer-a-Friend Program Terms & Conditions
As a Refer-a-Friend member (a “Referrer”), you are subject to ACME’s Terms of Use and ACME’s Privacy Policy (both available on our website), as well as the following additional Terms & Conditions for ACME’s Refer-a-Friend program:
- Qualified Referral. A Qualified Referral is defined as a purchase madeat www.ACME.com by a person (a "Referred Customer") who arrives to our website by clicking your Refer-a-Friend program link. You are limited to one Qualified Referral for each Referred Customer; in other words, additional/repeat purchases made by a Referred Customer are not counted as additional Qualified Referrals.
- Referred Customer. The Referred Customer and the Referrer cannot be the same person (for example, by using a different email address).
- Referral Rewards. For you to earn referral rewards as a Referrer, the Referred Customer must complete an order greater than $25 in total value, minus all fees including taxes, discounts, shipping, returns, chargebacks, fraudulent payments, and/or other 3 rd party fees.
- Reward Payments. Rewards are payable in increments of $10. The maximum Qualified Referrals earned per calendar year may be no more than 50 Qualified Referrals. As a Referrer, you are responsible for any and all tax liability resulting from Referral Rewards.
- Eligibility. Eligibility is limited to individuals only. ACME’s Refer-a-Friend Program cannot be used by businesses for affiliate lead generation as determined in ACME’s sole discretion. (Corporations are not people, my friend!)
- No Spam. You must comply with all up-to-date “SPAM” laws. For example, emails must be created and distributed in a personal manner and bulk email distribution is strongly discouraged. Any distribution of your referral link that could constitute unsolicited commercial email or "spam" under any applicable law or regulation is expressly prohibited and will be grounds for immediate termination of your account and exclusion from ACME’s Refer-a-Friend program.
- Right to Close Accounts. ACME reserves the right to close the account(s) of any Referrer and/or Referred Customer and to request proper payment if the Referrer and/or Referred Customer attempts to use the ACME Refer-a-Friend program in a questionable manner or breaches any of these Terms & Conditions or is in violation of any law, statute or governmental regulation.
- Right to Cancel Program or Change Terms. ACME reserves the right to cancel the Refer-a-Friend Program or to change these Terms & Conditions at any time in its sole discretion. Any unclaimed referral rewards will be forfeited at that time.
Remember, the above is provided merely as a template to get you started. Your program terms must and should be quite different. Here are some helpful questions to consider as you create your own Terms & Conditions:
- Will you have a minimum purchase amount for a Qualified Referral?
- Will you offer rewards for subsequent purchases by a Referred Customer?
- Will you have a maximum earned amount per year?
- Does the Referred Customer have to be a “new” customer – i.e. they’ve never bought from you before?
- Will you disallow referrals to come from within the same household as the Referrer?
- Will you restrict Qualified Referrals to purchases completed on your website, or will you accept referrals over the phone or in person?
Sample Terms & Conditions for your Loyalty Program
The below example is meant to help you create your own Terms & Conditions for your loyalty program. This is a guide only. We are not lawyers ( phew!), so you will need to craft your own T&Cs to explain how your loyalty program works.
Please host your program’s Terms & Conditions on your website on a friendly URL such as www.acmewidgets.com/loyalty-program-terms.
Overview[Brand Name] Rewards (“Program”) is a free loyalty program that allows customers to earn points and rewards through qualifying purchases and activities with [Brand Name] (“Company,” “we,” “our,” or “us”).
By joining the Program, you agree to these Terms & Conditions, as well as our general Terms of Service and Privacy Policy.
Membership & Eligibility
Membership in the Program is free and available to individuals who create an account on [Brand Name]’s website. Only one account per person is permitted.
Members must provide accurate and current information when enrolling. Accounts that appear fraudulent, duplicate, or otherwise violate these Terms may be suspended or removed.Membership is non-transferable and may only be used by the registered account holder.
Program Participation
Members agree to participate in the Program in good faith and in accordance with these Terms. Any attempt to manipulate, exploit, or misuse the Program may result in the removal of points, rewards, or membership.
Earning Points
Members may earn points through qualifying purchases and other eligible activities, including but not limited to account creation, referrals, subscribing to communications, social engagement, or promotional campaigns.
Points awarded for purchases are generally based on the order subtotal and typically exclude taxes, shipping fees, gift cards, discounts, and other excluded charges.
Points for purchases may initially appear as “pending” and will become available once the applicable return period has passed.
The number of points awarded for purchases or activities may vary and will be communicated on the loyalty program page, rewards dashboard, or promotional materials.
Redeeming Rewards
Points may be redeemed for rewards offered through the Program, such as discounts, free products, or other promotional offers.
Available rewards, redemption values, and any applicable conditions (such as minimum purchase requirements or redemption limits) will be displayed in the rewards portal or loyalty program page.
Points and rewards: Have no cash valueCannot be exchanged for cash, gift cards, or cash equivalents unless required by lawMay not be combined with other offers unless explicitly stated
Referral Rewards (If Applicable)Members may earn rewards by referring friends through a unique referral link or code.Referral rewards are typically granted once the referred customer completes their first qualifying purchase. Referred customers must be new customers who have not previously made a purchase from [Brand Name].
Self-referrals, fraudulent referrals, or abuse of the referral program may result in revoked rewards or removal from the Program.
Returns and AdjustmentsIf an order that earned points is returned, refunded, or canceled, the associated points may be removed from the member’s account.
If rewards were redeemed using points earned from a returned purchase, those rewards may also be adjusted or voided.
Points Expiration & Account Inactivity
Points may expire after a period of inactivity or after a set period from when they were earned, as determined by [Brand Name].
If a member does not engage in any qualifying activity (such as a purchase) for [X] months, the account may be considered inactive and points may be forfeited.
Members are responsible for monitoring their account activity and redeeming points before they expire.
Tier Status (If Applicable)
The Program may include tier levels that unlock additional benefits.
Tier status may be determined based on factors such as annual spend, points earned, or lifetime value.
Tier benefits, thresholds, and qualification periods may change at any time at [Brand Name]’s discretion. Members must meet the applicable criteria within the specified timeframe to maintain their tier status.
Fraud, Abuse, and Errors[Brand Name] reserves the right to review, investigate, and adjust point balances or rewards if activity appears to be fraudulent, abusive, or in violation of these Terms.
This includes, but is not limited to: Creating multiple accountsExploiting promotions or referral programsEngaging in behavior intended to unfairly accumulate points or rewardsWe also reserve the right to correct errors in point balances, reward eligibility, or program communications at any time.
Points or rewards issued in error or associated with canceled, refunded, or fraudulent transactions may be revoked.
Program Changes and Termination
[Brand Name] reserves the right, at its sole discretion, to modify, suspend, or terminate the Program at any time.This includes changes to:Point earning ratesRedemption valuesEligible activitiesTier structuresRewards and benefitsChanges may take effect immediately or as communicated via our website, loyalty dashboard, or email.
If the Program is terminated, members may be given an opportunity to redeem available points before they expire, as determined by [Brand Name].
Account Suspension or Removal[Brand Name] reserves the right to suspend or terminate accounts that violate these Terms or engage in fraudulent or abusive behavior.
If a membership is revoked or canceled, any unredeemed points may be forfeited.
Limitation of LiabilityTo the fullest extent permitted by law, [Brand Name] shall not be liable for any damages arising out of or in connection with participation in the Program, including but not limited to:Changes to or termination of the ProgramLoss of points, rewards, or benefitsTechnical issues or system errors
This limitation applies to all damages of any kind, including direct, indirect, incidental, punitive, or consequential damages.
General Terms[Brand Name] may update these Terms at any time. Continued participation in the Program constitutes acceptance of any changes.
It is the member’s responsibility to review these Terms periodically.
Contact Information
For questions about the loyalty program, please contact:Email: [support@email.com]Website: [brand website URL]
Loyalty Program FAQ
What is the [Brand Name] Rewards Program?
[Brand Name] Rewards is our loyalty program that allows customers to earn points and rewards for shopping and engaging with our brand.
How do I join the loyalty program?
Joining is free. Simply create an account on our website and you will automatically be enrolled in the rewards program.
How do I earn points?
Members can earn points through qualifying purchases and select activities such as creating an account, referring friends, subscribing to communications, or participating in special promotions. Available earning opportunities will be displayed in your rewards dashboard.
When will my points appear in my account?
Points for purchases may appear as pending shortly after your order is placed and will become available once the return period has passed. Points for other activities may be awarded immediately or within a few days.
Why didn’t I earn points on my purchase?
Points are typically awarded on the order subtotal and may exclude taxes, shipping, discounts, and gift cards. If you believe points are missing, please contact our support team.
How do I redeem my points?
Points can be redeemed for rewards such as discounts, free products, or other exclusive offers. Available rewards will be shown in the rewards panel when you log into your account.
Do my points expire?
Points may expire after a period of inactivity or after a certain amount of time. Please refer to your rewards dashboard for the most up-to-date information on your points balance and expiration status.
Do rewards expire once I redeem them?
Some rewards may have expiration dates or usage conditions. Details will be provided at the time of redemption.
What happens if I return an order?
If an order is returned or refunded, any points earned from that purchase may be deducted from your account.
What happens if I cancel an order?
If an order is canceled, any points associated with that purchase will not be awarded or may be removed from your account.
Can I combine rewards with other discounts?
Some rewards may be combined with other offers while others may not. Any restrictions will be displayed when redeeming your reward.
Can I use points on all products?
Some products or categories, such as gift cards or subscription items, may be excluded from earning or redeeming points.
How do referrals work?
When you refer a friend using your unique referral link, they will receive a special offer to try [Brand Name]. Once they complete their first qualifying purchase, you may receive a referral reward.
When will I receive my referral reward?
Referral rewards are issued after your friend completes a qualifying purchase and meets all program conditions.
Can I transfer my points to someone else?
Points and rewards are non-transferable and may only be used by the account holder.
What if I made a purchase without logging in?
Points are typically awarded only for purchases made while logged into your account. If you believe you missed points, please contact support and we will do our best to help.
How do I check my points balance?
You can view your points balance and available rewards by logging into your account and accessing the rewards dashboard.
What happens if the program changes?
[Brand Name] may update the rewards program from time to time. Any changes to earning rules, rewards, or program structure will be communicated on our website or through email.
Can my account be removed from the program?
Accounts that violate our Terms and Conditions, including fraudulent or abusive behavior, may be suspended or removed from the program.
