The accounts you need
| Account | Part in the test | What it checks |
|---|---|---|
| Referrer | An existing customer who shares their link | The referral link or invite email, and the reward when a friend qualifies |
| Friend | Signs up from the link | Arrives with the referral applied and gets the friend’s offer |
| Second friend | Signs up from the same link | Rewards add up, or stop at the cap |
| Self-referral | The referrer’s own second account | Caught by your rules: no reward |
| New customer | Signs up with no link | Gets the welcome offer, once |
| Repeat claim | A customer who tries the welcome code again | Refused, with a clear message |
Set them up
- Create the set in one go: choose Add account, set How many, label the batch “Referrals” and tick Generate persona.
- Sign up the referrer first and copy their referral link.
- Sign up each friend from the link in a private window, so no session or cookie carries over.
- Note on each address who referred it and what it should get, for example “Referred by k3f9 · expect £10 credit after first order”.
What to check
- The link survives: the referral is still attached after email verification and after a pause before the first purchase.
- Rewards land at the right moment: for both sides, only when the qualifying step happens, such as verifying or a first order.
- Limits hold: caps, expiry dates and one-per-customer rules.
- Abuse is refused: self-referrals and repeat claims from the same card, the same device, or the same email with a plus tag (name+2@ reaches the same inbox as name@, so your rules may want to treat it as the same person).
- Take-backs: cancelling or refunding the qualifying order removes the reward, if your terms say it should.
The emails to check
The invite email if your app sends one, the friend’s welcome offer, “your friend joined”, “you’ve earned a reward” and reward-expiry reminders. A promo code in an email is picked out with a Copy button, ready for checkout, and the inbox shows the full email with every link.
Use these accounts only to test a referral programme or offer you run or are allowed to test, in development, staging or QA.