Skip to content

Refer & Earn Redesign

A two-phase redesign of TopCashback's most valuable acquisition journey.

View live ↗
Refer & Earn desktop and mobile experience with the referral link and sharing options

In 2021, I redesigned the referral page, then known as Tell-a-Friend, after it had gone several years without a meaningful update. The interface was dated, several elements were unclear, and the page no longer reflected how members actually shared their referral links.

Referring a friend became TopCashback’s most valuable acquisition channel, so the experience was revisited in 2025/26. The second phase moved beyond visual modernisation and focused on improving the complete journey.

Phase 1

Lead UX/UI Designer | Web | 12 weeks

Phase 2

1 of 2 UX/UI Designers | Part of ongoing working group with Marketing/Customer Service/Engagement representatives | Web & App | 6 months

The RESULT (PHASE 1 REDESIGN)

20.6%

increased sign-ups YoY (first full 2 months)

22.4%

increased referral clicks YoY (first full 2 months)

17.3%

increase in members making referrals (first full 2 months)

43.5%

decrease in dead clicks

Post-launch data for the latest 2026 redesign will be added soon.

An outdated DESIGN for a high traffic page

The old referral pages were confusing & cluttered.

The referral page needed to make two things immediately clear: what members could earn and how they could share their link. Instead, the original page contained misleading interactions and a separate performance journey that made simple updates harder to find.

The original Tell-a-Friend and View Performance pages on desktop and mobile

The heatmaps showed why that mattered.

I began by analysing user behaviour through heatmaps. They revealed clear patterns, including users clicking on non-interactive elements that looked clickable but weren’t.

Heatmaps showing clicks on non-interactive referral content

Copying the link was the action to prioritise

The key focus was around the user’s primary goals, which were to understand the referral bonus and quickly share their referral link. Everything else was treated as secondary or supporting content.

Nearly 80% were copying their referral link.

Data from Google Analytics and Qlik showed that most users shared via copying their referral link. I made this most prominent on the interface.

Remove confusion of how to share i.e. this or that, rather than this and that.

Previously sharing options were presented as “Option 1” and “Option 2,” which felt unnecessarily complex. I simplified this into a clear primary action with secondary options grouped under “More ways to share.”

Artboard of referral interface iterations
Artboard of iterations
The redesigned first-phase referral page with clearer sharing options

Five years later, a visual refresh was no longer enough

I revisited the referral page as it had become one of TopCashback's most valuable acquisition channels. The goal was now no longer a visual improvement, but to enhance usability and effectiveness across the entire journey.

The intent had not changed but the page needed to do more.

I began by revisiting behavioural data through heatmaps, which showed that user intent remained largely unchanged since the initial redesign.

Could referral progress sit on the main page?

I explored wireframes where I focused on making the process clearer and increasing the usefulness of the page. One key idea was to integrate referral performance directly into the main page, rather than requiring users to navigate to a separate “View Performance” page.

Before committing to a direction, I created a survey on the existing performance page to understand how frequently users visited it and what their intentions were. The insights supported the hypothesis that users wanted quicker access to referral updates without navigating away.

Survey showing why members visit View Performance
Early exploration of referral progress and performance

Referral updates needed to be easier to reach without exposing sensitive information.

Before progressing to high-fidelity designs, I validated the feasibility of the approach with development and security teams. Users with a high number of referrals could cause performance issues, while displaying referral data could expose sensitive information typically protected behind a verification wall.

Other things to think about

Technical & security considerations emerged, as well as ensuring a user-centred approach.

The Latest Activity section gave members an answer without showing everything

To balance user needs with technical and security constraints, I introduced a “Latest Activity” section. It provided a quick overview of recent referral updates without exposing sensitive data and adding another security barrier.

Animated recent referral activity showing signed-up, in-progress, completed and expired referrals

The page also needed to explain how it works

I also wanted to introduce a “How it works” section after reviewing enquiries with the Customer Service teams. Some members didn’t fully understand how the referral programme worked, particularly around qualification and thresholds.

How it works, explaining referral qualification and reward thresholds

what about the referrals page (formerly view performance) ?

The tables on the referrals page were unnecessarily complex, to the average user they required some understanding. My goal here was to remove duplicate information, lead with a user-centred tone, create a consistent UI experience.

Simplified referrals page, replacing the old View Performance tables

A name change made the value clearer before a click.

The existing “Tell-a-Friend” label had become dated and didn’t immediately communicate the value of the feature. It was renamed to “Refer & Earn” in the UK and “Refer a Friend” in the US. Dynamically displaying the current referral reward in the navigation made both the action and benefit clearer before members entered the page. I worked closely with Marketing & SEO with with the transition to this change

Refer & Earn navigation labels communicating the current referral reward

The app had its own issue

Once the desktop and mobile website designs were finalised, I explored how this would translate to the app. It was not suitable to just copy the mobile site; I evaluated which elements should remain consistent and where the app could take advantage of native behaviours.

Three options competed in the primary sharing area.

The number of available actions created a cognitive overload, making the experience feel messy. The native share sheet streamlined sharing, but the QR code introduced an additional option. Users were presented with three distinct actions, which added complexity.

Initial app share options
App exploration with a sticky sharing bar
App sharing menu with competing actions
App referral page and sharing behaviour
Animated app copy, share and QR code options

I organised a workshop with the whole UX team to help shape the direction.

I experimented with a slimmed-down, sticky section using a glass effect to reduce its prominence. The workshop helped reveal that the bottom menu was also changing to glass on iOS, which would duplicate the effect and clutter the UI.

The final direction retained the three available actions but opted for a simpler UI. I developed a final prototype, presented it to stakeholders and addressed potential concerns upfront. The solution was well received, with no blockers to development.

Accessibility improved the wider design

Working closely with our front-end development team, I ensured accessibility was met and revisited certain sections.

White text on green did not meet the required contrast.

I initially explored changes such as adding text shadows and increasing font sizes, but these began to negatively affect the visual balance.

Separating the information into individual containers improved accessibility and aligned with another ongoing project. I also removed one of the boxes, as the same information was already shown within the pagination.

Accessibility improvements to referral performance summaries
Accessibility considerations

THE RESULT

The first phase gave the referral journey a clearer hierarchy and made sharing easier to understand and complete. Rage clicks decreased by 36.6% , and dead clicks by 43.5% . Within the first full 2 months, there was also a 20% increase in sign-ups YoY, 22% increase in referral clicks YoY, and 17% increase in members making referrals.

The second phase built on those foundations by making thresholds and “How it works” clearer, and bringing recent activity into the main page. The redesign hit all of Marketing’s, Engagement’s, and Customer Service’s goals, post-launch data will be here soon.

Final Refer & Earn designs across desktop, tablet and mobile

WHAT I LEARNED

Designing from behaviour.

Heatmaps and analytics showed that copying a link remained the dominant action across both redesign phases. Keeping that behaviour central prevented the later work from becoming a change with no justification.

Compromising results in new ideas.

Integrating complete referral performance initially appeared to offer the best user experience, but development and security reviews revealed important risks. The “Latest Activity” section delivered much of the value with fewer performance and privacy concerns.

Contents