Guide: Referral
This article is part of a larger guide covering gaiia's Referral feature.
Overview
This article explains how gaiia validates referral codes and issues rewards, covering both the default two-stage validation logic and how to override it using custom workflows. For an introduction to how the referral feature works, see Referral — Overview.
Default validation rules
When using gaiia's default referral logic, validation occurs in two stages.
Initial validation: gaiia confirms that the referrer's account is active when the referral code is entered.
Final validation: After any delay period, gaiia evaluates eligibility before issuing rewards.
If the referrer disconnects during the eligibility period, the referee still receives their reward. For the referrer to receive a reward, the referee must be active and not delinquent, as defined in your billing settings, on the validation day.
Once validation is complete, configured discount products are automatically applied. Referral data is also synced to Snowflake for tracking and reporting.
Custom validation via workflows
You can override gaiia's initial and final referral validation logic using custom workflows.
To override initial validation, select a validation workflow in Settings > Referral > Referees > Referral code validation workflow.
To override final validation, select a workflow in Settings > Referral > Referees > Reward application > Run a workflow.