Connect Chargebee with the right live or test credentials

In Campaign Editor > 4. Options > Integrations, add your Chargebee site, API key, and product catalog version. If Chargebee payments should also trigger referrals, keep the webhook credentials configured and make sure the matching Chargebee webhook is active.

Connect the reward in Coupons/Credits

Open the Coupons/Credits tab and click Connect a Reward. Start with the reward that should vary based on the referred friend's plan or another qualifying attribute.

Pick coupon or credit based on how the plan reward should land

Use a coupon when the plan-based reward should discount the next invoice or billing period. Use a credit when the reward should stack as promotional balance. For double-sided rewards, choose whether the referrer, the referred customer, or both should receive the Chargebee incentive.

Enable dynamic reward rules for plan-based reward amounts

If higher-tier referrals should earn a larger reward, turn on Dynamic Reward Rules for the connected reward and define the rule set that matches the referred friend's plan or qualifying attributes. A common setup is to issue one reward amount for a base plan and a larger reward for a higher-tier plan.

See our dynamic rewards guide for the full rule-builder walkthrough and examples.

Test the rule set before going live

Run a test in the same Chargebee mode where the reward is connected, then confirm the participant's reward details in GrowSurf and the applied Chargebee coupon or credit on the right subscription. If the higher-tier reward does not fire, check for a missing dynamic rule, a currency mismatch, or the wrong customer email in Chargebee.