> For the complete documentation index, see [llms.txt](https://appfront.gitbook.io/portal/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://appfront.gitbook.io/portal/digital/referral-program.md).

# Referral Program -

## Introduction

## How to&#x20;

### Refer a friend-Step by Step

Before we get into the step-by-step, we need to understand that we need to build 5 separate campaigns&#x20;

1. Group marketing campaign to enable all your existing customers.
2. Lifecycle Reward with an on-event register campaign- Refer a friend -coupon for newly registered: This is the referral campaign for new customers.
3. Lifecycle Reward, an on-event coupon was shared- Refer a friend - unlimited referring: This will allow your customers to keep sending out referrals.
4. Lifecycle Reward, an on-event coupon was shared- Refer a friend-Sender's Reward: This is the campaign that will reward the sender for their referral after the referent's coupon is redeemed or after they sign up for the App (you choose).
5. &#x20;Lifecycle Rewards, an on-event coupon was shared. Refer a friend - add to exclude sign-up group: this campaign is a content-only campaign that will add the new customer to a group to exclude him/ her from any other sign-up rewards.

Now, we will go step by step to build each campaign.

## **Group marketing campaign:**&#x20;

This allows your current customers to send referrals!

**Step 1.** Create new campaign > under advanced settings > Campaigns

<figure><img src="/files/7A9AScEbDLjzRey3QPaj" alt=""><figcaption></figcaption></figure>

**Step 2. Now define your campaign**: Name. We recommend using Names that will remind you what each campaign does! >> The Campaign Trigger should be group marketing so you can push to all existing customers. >>Promotion Type is the coupon you want the referred person to receive from existing customers.

<figure><img src="/files/np4Zt86YfG829vSi30Ol" alt=""><figcaption></figcaption></figure>

**Step 3. Create the Coupon:** The coupon title is what will be said in Bold on the coupon. >> Description is optional. This will display what the coupon is. Max Coupon per user should be -1, which enables the customer to keep referring.&#x20;

<figure><img src="/files/ywMeC9VM5P7Wae0Z7awa" alt=""><figcaption></figcaption></figure>

**Step 4.** Build the coupon terms, and if you want an expiration date. There are many different styles. Examples will be shown later on.&#x20;

<figure><img src="/files/eCXOvSq6T2EdqUgT4sht" alt=""><figcaption></figcaption></figure>

**Step 5.** Advance Options. This will determine if the coupon is for referrals and if you want it to be shareable or not. Here we will choose the following settings:

<figure><img src="/files/xW7hhSFQL2qJC786KB1a" alt=""><figcaption></figcaption></figure>

**Step 6.** Edit the coupon for the referral receiving user- title and description:

<figure><img src="/files/hRYtnPS2WrhDb22AiLz7" alt=""><figcaption></figcaption></figure>

### Refer a friend -coupon for newly registered:&#x20;

This is the referral campaign for new customers.&#x20;

**Step 1.** Create new campaign > under advanced settings> Campaigns

<figure><img src="/files/7A9AScEbDLjzRey3QPaj" alt=""><figcaption></figcaption></figure>

**Step 2. Now define your campaign**: Name. We recommend using Names that will remind you what each campaign does! >> The Campaign Trigger should be Lifecycle rewards and should be on the event of registration. >> Promotion Type is the coupon you want the referred person to receive from new customers.

<figure><img src="/files/ZPlWEKc1N5KCWtc1bmKU" alt=""><figcaption></figcaption></figure>

**Steps 3, 4, 5 & 6 should be followed as above!!!**

### Refer a friend - unlimited referring:&#x20;

This will allow your customers to keep sending out referrals

**Step 1.** Create new campaign > under advanced settings> Campaigns

<figure><img src="/files/7A9AScEbDLjzRey3QPaj" alt=""><figcaption></figcaption></figure>

**Step 2. Now define your campaign**: Name: We recommend using Names that will remind you what each campaign does! >> The Campaign Trigger should be Lifecycle rewards, and it should be on the event of Coupon was Shared.>> Trigger for sending a coupon should be when it is shared. The coupon recipient is the sender. >>Promotion Type is the coupon you want the Referrer to send to a referral.

<figure><img src="/files/QXWP3vnwSi74TUs8FyBR" alt=""><figcaption></figcaption></figure>

**Steps 3, 4, 5 & 6 should be followed as above!!!**&#x20;

### Refer a friend-Sender's Reward:

This is the campaign that will reward the sender for their referral after the referent's coupon is redeemed or they sign up for the App (you choose).

**Step 1.** Create new campaign > under advanced settings > Campaigns

<figure><img src="/files/7A9AScEbDLjzRey3QPaj" alt=""><figcaption></figcaption></figure>

**Step 2. Now define your campaign**: Name: We recommend using Names that will remind you what each campaign does! >> The Campaign Trigger should be Lifecycle rewards, and it should be on the event of Coupon was Shared. >> Trigger for sending coupon should be whichever response you want (see image below ). The coupon recipient is the sender. >> Promotion Type is the coupon you want the "referrer" to receive for sending a referral that was accepted:

<figure><img src="/files/f6KZDLlNF1H40k0TbsOD" alt=""><figcaption></figcaption></figure>

**Step 3. Create the Coupon:** The coupon title is what will be said in Bold on the coupon. >> Description is optional. This will display what the coupon is. Max Coupon per user should be -1, which enables the customer to keep referring.&#x20;

<figure><img src="/files/fYckN26vGvLC3TN63JFR" alt=""><figcaption></figcaption></figure>

**Step 4.** Build the coupon terms, and if you want an expiration date. There are many different styles. Examples will be shown later on.&#x20;

<figure><img src="/files/eCXOvSq6T2EdqUgT4sht" alt=""><figcaption></figcaption></figure>

**Step 5.** Advance Options. This will determine if the coupon will be shareable or not. Here we will choose the following settings:

<figure><img src="/files/pgLYv3StvikbBgK7rCEd" alt=""><figcaption></figcaption></figure>

### Refer a friend - add to exclude group from sign-up:

This campaign is a content-only campaign that will add the new customer to a group, which will enable us to exclude him/ her from any other sign-up rewards, to prevent duplications.

**Step 1.** Create new campaign > under advanced settings > Campaigns

<figure><img src="/files/7A9AScEbDLjzRey3QPaj" alt=""><figcaption></figcaption></figure>

**Step 2. Now define your campaign**: Name: We recommend using Names that will remind you what each campaign does! >> The Campaign Trigger should be Lifecycle rewards, and it should be on the event of Coupon was Shared.>> Trigger for sending coupon should be whichever response you want (see image below ). The coupon recipient is the Recipient. >> Promotion Type is Promotion only.

<figure><img src="/files/zwaXlFvgAxkgPruZE7pW" alt=""><figcaption></figcaption></figure>

**Step 3.** Scroll down to the bottom of the campaign build and click add to group>>> click add group and create "ReferredFromFriend".

<figure><img src="/files/vsJX5xWrwt3yuf9cdMJq" alt=""><figcaption></figcaption></figure>

**Step 4.** Go to your current sign-up campaign and add the new group you created to exclude them from this reward. Under User Groups >> All Customers >> not in >>> your new referrral group:

<figure><img src="/files/R8MjhB6JqSbyIm70bSBj" alt=""><figcaption></figcaption></figure>

**Step 5.** Test your new referral program and start getting new sign-ups!!!!

* **We highly recommend adding media channels to the campaigns, to make sure the customers will be noticed for their rewards!**

## Examples of different referral programs:

### Give a free Milkshake get a free Milkshake

<div><figure><img src="/files/Ohc7jpdPZ8nLNQBdLdDL" alt=""><figcaption><p>Registration campaing </p></figcaption></figure> <figure><img src="/files/DWjuIkR3u9c1GRzoB6ov" alt=""><figcaption><p>Gift to Referrer</p></figcaption></figure> <figure><img src="/files/C6tlUQDia9XJECq5zq0P" alt=""><figcaption><p>Unlimited referring</p></figcaption></figure></div>

### Send a free burger get 500 points

<div><figure><img src="/files/WkNgtdVSTO52VFG4d8eb" alt=""><figcaption><p>Registration campaing </p></figcaption></figure> <figure><img src="/files/DSH97nr3BtrxBjyOu1qw" alt=""><figcaption><p>Unlimited referring</p></figcaption></figure> <figure><img src="/files/54XdFxtE9em47kcFkJpJ" alt=""><figcaption><p>how to set up </p></figcaption></figure> <figure><img src="/files/P2KhovTBETavbwr7xqUs" alt=""><figcaption><p>Gift to Referrer</p></figcaption></figure></div>

### Give $5 and get $5

<div><figure><img src="/files/eurvpEaMKIWyL24vSs8t" alt=""><figcaption><p>Senders reward </p></figcaption></figure> <figure><img src="/files/EodvNhG1Ep0N2GJaNtum" alt=""><figcaption><p>Registration</p></figcaption></figure> <figure><img src="/files/LL7jGHZbbGvOnmtO2GHA" alt=""><figcaption><p>Unlimted referring </p></figcaption></figure></div>
