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Referral Program -

Give X, Get Y

Introduction

How to

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
  1. 1.
    Group marketing campaign to enable all your existing customers.
  2. 2.
    Lifecycle Reward with an on-event register campaign- Refer a friend -coupon for newly registered: This is the referral campaign for new customer
  3. 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. 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 his referral after the referent's coupon is redeemed or they sign up for the App (you choose)
  5. 5.
    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 campagin.

Group marketing campaign:

This allows your current customers to send referrals!
Step 1. create new campaign>under advance setting> Campigns
Step 2. Now define your campign: Name: we recommend using Names that will reminde you what each campign does! >> The Campign Trigger should be group marketing so you can push to all existing cusomers. >>Promotion Type is the coupon you want the Referrant to recieves from existing customers.
Step 3. Create the Coupon: Coupon title, is what will say in Bold on the coupon. >> Description, is optional. this wil display what the coupon is. Max Coupon per users should be -1 which enibles the customer to keep referring
Step 4. Build the coupon terms and is you want an expiration date. There are many diffrent styles . examples will be shown later on.
Step 5. Advance Options. this will determine is the coupon is for referrals and if you want it sharable or not.

Refer a friend -coupon for newly registered:

This is the referral campaign for new customer
Step 1. create new campaign>under advance setting> Campigns
Step 2. Now define your campign: Name: we recommend using Names that will reminde you what each campign does! >> The Campign Trigger should be Lifecycle rewards and is should be on the event of registration. >>Promotion Type is the coupon you want the Referrant to recieves from new customers.
Steps 3, 4 & 5 should be followed as above!!!

Refer a friend - unlimited referring:

This will allow your customers to keep sending out referrals
Step 1. create new campaign>under advance setting> Campigns
Step 2. Now define your campign: Name: we recommend using Names that will reminde you what each campign does! >> The Campign Trigger should be Lifecycle rewards and is should be on the event of Coupon was Shared.>> Trigger for sending coupon should be when is shared. coupon recipient is the sender. >>Promotion Type is the coupon you want the Referrer to send to a referral.
Steps 3, 4 & 5 should be follow as above!!!

Refer a friend-Sender's Reward:

This is the campaign that will reward the sender for his referral after the referent's coupon is redeemed or they sign up for the App (you choose)
Step 1. create new campaign>under advance setting> Campigns
Step 2. Now define your campign: Name: we recommend using Names that will reminde you what each campign does! >> The Campign Trigger should be Lifecycle rewards and is should be on the event of Coupon was Shared.>> Trigger for sending coupon should be whichever response you want (see image below ). coupon recipient is the sender. >>Promotion Type is the coupon you want the "referrer" recieve for sending a referral that was accepted
Steps 3, 4 & 5 should be followed as the first campaign!!!

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
Step 1. create new campaign>under advance setting> Campigns
Step 2. Now define your campign: Name: we recommend using Names that will reminde you what each campign does! >> The Campign Trigger should be Lifecycle rewards and is should be on the event of Coupon was Shared.>> Trigger for sending coupon should be whichever response you want (see image below ). coupon recipient is the Recipient. >>Promotion Type is Promotion only.
Step 3. Scroll down to the bottom of the campaign build and click add to group>>> click add group and create "ReferredFromFriend"
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
Step 5. Test your new referral program and start getting new sign-ups!!!!

Examples of diffrent referral programs

Give a free Milkshake get a free Milkshake

Registration campaing
Gift to Referrer
Unlimited referring

Send a free burger get 500 points

Registration campaing
Unlimited referring
how to set up
Gift to Referrer

Give $5 and get $5

Senders reward
Registration
Unlimted referring