How to configure your Terms & Conditions

William Harper Updated by William Harper

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

Tip: If you'd like an example of some Terms & Conditions, be sure to scroll down to the bottom of this help article!

Host your Terms & Conditions on your website:

  1. Navigate to 'Settings' > 'Account'
  1. Under 'Terms and Conditions URL', enter your Referral Program's Terms and Conditions are hosted on your website.
  1. 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!

Troubleshooting tip: Be sure to test the new changes take affect. If the new link does not update on the widgets, then open each widget in the builder to save the new widget configuration and then re-publish the campaign.

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

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 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

Membership & Eligibility

The Company Rewards Program ("Program") is a free rewards program offered by Company, Inc. ("Company") to its customers. Membership in the Program ("Membership") is limited to individuals only and is limited to one account per individual. 

Any reference to "transaction" or the “transaction value” in these Terms for purposes of calculating a member’s lifetime transaction value or collecting Company Rewards Points includes all Companyproducts purchased online at and/or in Company retail stores. The net transaction value is the amount spent for qualifying items after returns, discounts, and taxes have been deducted.

Membership Tiers

The various tiers of membership in the Program are explained on Achieving a status tier requires a minimum lifetime transaction value and all membership tiers enjoy a variety of benefits made available by Company in its sole discretion from time to time (“Perks”). Perks may vary by tier and some tiers may have more Perks than others. The type, timing and availability of any Perks will be determined by Company in its sole discretion. Details of the current tiers and program can be found at

Company may, in its sole discretion, alter, limit, or modify the tier rules, regulations, benefits, eligibility for membership, or any other feature of a particular tier or may terminate a particular tier at any time in its sole discretion, without prior notice except as expressly set out in these Terms or required by applicable law. If a member does not participate in any transaction for a 12-month period, their account membership will become inactive and they will not be eligible for the Perks associated with their status. Members can reactivate their status by participating in a transaction.

Company Rewards Points

Earning Points

Under the Program, all transactions will earn 1 Company Rewards point credited to their CompanyRewards account for every U.S. dollar transacted. We may offer bonus points events from time to time and in that circumstance the bonus points offer would apply. You must transact using your CompanyRewards registered email address to have any Company Rewards points credited to your CompanyRewards account.

Redeeming Points

As part of the Perks of being a member, your Company Rewards Points may be redeemed at checkout for discount towards your transaction. You are eligible to redeem Company Rewards Points if you have a minimum of XXX Company Rewards Points in your Company Rewards account at the time of purchase.


Company Rewards Points themselves have no cash value. Company may, in its sole discretion, allow Company Rewards Points to be redeemed for other benefits or items of merchandise from time to time. However, unless expressly permitted by Company, Company Rewards Points are never redeemable for cash, for another product, for gift cards or for e-gift certificates and cannot be used as payment for any in-store paid services or our subscription programs.

Company Rewards Point Expiration

All unredeemed Company Rewards Points will expire when a program member has not engaged in a transaction associated with that membership account for XX months or more. In addition, CompanyRewards Points will automatically expire if your Membership is revoked or otherwise cancelled.

Changes, Termination and/or Removal From Program

Company may, in its sole discretion, alter, limit, or modify the Program rules, regulations, benefits, Rewards, eligibility for Membership, or any other feature of the Program (including assigning any of its obligations to customers under the Program at any time to another person or entity, without recourse) or may terminate the Program any time at its sole discretion, by posting any such changes on the Companywebsite.

Company reserves the right to exclude individuals from the Program or remove Company Rewards Points from a member's account in its sole but reasonable discretion. In particular, any abuse, manipulation or "gaming" of the Program or its rules (as determined by Company), failure to follow any terms of the Program, Membership inactivity for more than 12 months, any misrepresentation or any conduct detrimental to the interests of Company not otherwise protected by law may subject members to Membership revocation or deduction of Company Rewards Points obtained through these abusive or manipulative activities and will affect eligibility for further participation in the Program. Membership is non-transferable and Membership purchases must be made by the member. If your Membership is revoked or otherwise cancelled, any Company Rewards Points in your account will automatically expire. Companyreserves the right to make changes to its Website and these Terms at any time. It is your responsibility to check or review these Terms from time to time to keep informed of any changes. By joining the Program, you hereby agree to be bound by any such changed Terms.

Limitation of Liability

To the fullest extent permitted by law, Company will not be liable for any damages of any kind arising out of or in connection with your participation or membership in the program, including damages arising out of changes to or termination of the program. This is a comprehensive limitation of liability that applies to all damages of any kind, including but not limited to direct, indirect, incidental, punitive or consequential damages, loss of data, income or profit, loss of, or damage to property and claims of third parties.

How did we do?

How to Set Up an Account Page Widget

How to Test a Widget