> ## Documentation Index
> Fetch the complete documentation index at: https://www.referly.so/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a performance bonus

> Create a performance bonus in Referly: set the goal (referrals, conversions, or revenue), the cash reward, who can earn it, and publish it to your affiliates.

A performance bonus pays affiliates a fixed cash reward when they hit a goal you set. This page walks through building one. For how they work overall, see the [performance bonuses overview](/docs/help-center/gamify/performance-bonuses/overview).

## Create a performance bonus

<Steps>
  <Step title="Open Performance Bonuses">
    Select **Performance Bonuses** in the left sidebar, then choose **Create** at the top right. (If you don't have any yet, use the **Create Performance Bonus** button in the middle of the page.)
  </Step>

  <Step title="Name it">
    In the **Details** section, give the bonus a **Name** your affiliates will understand, like Revenue Milestone Bonus. You can add an optional **Description** explaining the offer.
  </Step>

  <Step title="Set the criteria">
    In the **Criteria** section, build the goal as a sentence — *when an affiliate's activity reaches a target, pay a bonus*. Choose the activity, the target, and the reward (covered just below).
  </Step>

  <Step title="Choose who can earn it">
    In the **Affiliates** section, pick the audience: **All affiliates**, **Specific affiliates**, or **Affiliate groups**. Only affiliates in your choice can earn this bonus.
  </Step>

  <Step title="Add a schedule (optional)">
    Still in **Details**, turn on **Start date** and **End date** if you want the bonus to run for a set period. Leave them off for a bonus with no time limit.
  </Step>

  <Step title="Style it (optional)">
    On the **Style** tab, give the bonus an icon and colour, or upload an image, so it stands out in your affiliates' portal.
  </Step>

  <Step title="Publish">
    Select **Publish**. The bonus goes live and starts watching for affiliates who qualify.
  </Step>
</Steps>

## Setting the criteria

The criteria section is where you define the goal. It has four parts:

### What counts toward the goal

Choose the **activity** you're rewarding:

* **Referrals** — the number of customers the affiliate refers.
* **Conversions** — the number of purchases those referred customers make.
* **Revenue** — the total revenue the affiliate generates.

### Which activity counts

Choose the **scope**:

* **New** — counts only activity from the bonus's start date onward (or from when you create it, if there's no start date). Use this for a fresh challenge.
* **Lifetime** — counts everything the affiliate has done since they joined your program. Use this to reward total achievement.

### The target and the reward

Enter the **target** the activity has to reach, then the **bonus amount** — the fixed cash reward, in your program's currency, the affiliate earns for reaching it.

<Note>
  If some affiliates already meet the goal when you publish — common with a **Lifetime** bonus — Referly asks whether to pay them right away. See [Award a bonus retroactively](/docs/help-center/gamify/performance-bonuses/retroactive).
</Note>

## Choosing the audience

* **All affiliates** — everyone active in your program can earn it.
* **Specific affiliates** — search for and pick individual affiliates; only they can earn it.
* **Affiliate groups** — pick one or more [groups](/docs/help-center/manage/affiliates/groups); only affiliates in those groups can earn it.

## Letting affiliates know

When you publish, Referly may offer to **send an announcement email** to the affiliates who can earn the bonus, so they hear about it straight away. Choose to send it or skip — either way the bonus is live. You can also count on it appearing on their portal's Performance Bonuses page.

## Editing a bonus later

Open any bonus from the list to change its name, criteria, audience, or schedule. While editing, a **Given Bonuses** tab shows the affiliates who've already earned it. Changing the criteria can bring new affiliates into range — including ones who already qualify, which again triggers the retroactive prompt on save.

## Related

<Columns cols={2}>
  <Card title="Performance bonuses overview" icon="circle-info" href="/docs/help-center/gamify/performance-bonuses/overview" arrow>
    How performance bonuses work and what affiliates see.
  </Card>

  <Card title="Award a bonus retroactively" icon="clock-rotate-left" href="/docs/help-center/gamify/performance-bonuses/retroactive" arrow>
    Pay affiliates who already met the goal when you set the bonus up.
  </Card>

  <Card title="Affiliate groups" icon="users" href="/docs/help-center/manage/affiliates/groups" arrow>
    Target a bonus at a specific group of affiliates.
  </Card>

  <Card title="Managing bonuses" icon="gift" href="/docs/help-center/manage/rewards/bonuses" arrow>
    See earned bonuses alongside your other rewards.
  </Card>
</Columns>
