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

Group marketing campaign to enable all your existing customers.
Lifecycle Reward with an on-event register campaign- Refer a friend -coupon for newly registered: This is the referral campaign for new customers.
Lifecycle Reward, an on-event coupon was shared- Refer a friend - unlimited referring: This will allow your customers to keep sending out referrals.
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).
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:

This allows your current customers to send referrals!

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

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.

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.

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

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:

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

Refer a friend -coupon for newly registered:

This is the referral campaign for new customers.

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

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.

Steps 3, 4, 5 & 6 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 advanced settings> Campaigns

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.

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

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

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:

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

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

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

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.

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: