How to Setup Referral Program Campaign – Invitereferrals

screenshot-6

 

 

InviteReferrals referral program software is the simplest tool to design and launch customer referral campaigns. In this article, you will learn how to launch the Referral Program Campaign.

Referral Campaign Setup Guide

First goto “Campaigns Section” (Left Panel) and click on “Create New Campaign”. There are 6 steps to configure the referral campaign.

  1. Basic
  2. Customize Campaign
  3. Sharing Content
  4. Events / Rewards
  5. Widget Display Rules
  6. Launch

 

1. Basic Settings

It includes the campaign name and landing page configuration

  • Campaign Name: Enter the campaign name.
  • Status: Enable/Disable Campaign
  • Landing Page: Page where referrer’s friends will be redirected after clicking the referral link. Device Specific landing page for Android & IOS.

 

Basic-refer-a-friend

Basic

 

2. Customize Campaign views

 

A. Login Screen – For customization of Login Screen follow the points mentioned in screenshot below:

 

Popup & Slider Widget

Referral-screen

Popup & Slider Login

Customize Contents – Login Screen

customize-referral-program

Customize Campaign

 

 

B. Sharing Screen – For customization of Sharing Screen follow the points mentioned in screenshot below

 

Sharing-referral

Sharing Popup & Slider

Customize Contents – Sharing Screen

Referral-confuguration

Sharing Screen Config

 

 

3. Customize Sharing Content

Here you can customize the message which is shared by the referrer through multiple social platform ( Like Facebook, Twitter Whatsapp, Linkedin) and email.

 

Facebook & Twitter Sharing
Facebook-referral-twitter

Facebook & Twitter Sharing Content

 

Edit Sharing Content
Sharing-refer-friend

Sharing Content Configuration

 

Now scroll down to see two editors

1.  Email Invite Notification (Invite Friends Mail Template) – It is the email template which is sent to the referee i.e to whom invite is sent.

2. Participant’s Entry Notification (Enrollment Mail Template) – Its the email template which is sent to the referrer when he first signs up on campaign to refer friends

You can include the dynamic tags which will be replaced when the emails are sent for example: {Customer Name} will be replaced with the name of the customer automatically in every mail. You can learn more about different tags in the information dialogue in respective sections

 

Email-template-referral

Email Content

 

4. Set Event/Rewards

You can reward customer for different events.

  • Share : Invite 50 friends to unlock gratification
  • Registration : Reward referrers for successful referral registrations.
  • Sale: Reward referrers for getting new sales.
  • Mobile App Install:  Reward referrers for getting Mobile App Installs.

 

Refer-a-friend-rewards

Referral Rewards

 

A. Referrer Setting

Number of share / sales/ registration / install : If set as ‘2’, referrer will be rewarded for getting 2 sales.

Automatically Dispatch Reward: If selected as “No”, the referral conversions will be marked as “Pending”. The reward will be dispatched once the conversion is manually approved by the admin owner of the account.

Recurring :How many times a referrer can receive a reward. If set as “2”, he will be rewarded only for 2 referral conversions.

Dispatch Reward On Repeat Sale: In case it is set as “No”, If the same user makes a sale through a referral, then the referral conversion will be marked as rejected

Reward: There are three option No reward | Same coupon – to send same coupon to everyone | and Unique coupons to send unique coupon as per conversion rules (You can generate coupons in your system and upload them against the campaign).

Email Notification (Important): On successful conversion, the reward coupon email will be sent to the referrer/referee as per the rules set above. You can configure the content & subject of this mail in this section.

You can include the dynamic tags which will be replaced when the emails are sent for example: {Customer Name} will be replaced with the name of the customer automatically in every mail.
B. Referee (Friend’s) Settings
If Reward is two side (i.e reward both referrer and referee) you can configure rewards for referee in this section on the same lines as above. You would also need to pass friends’ email id in the tracking pixel to enable 2 way gratification.

 

 

 

5. Widget Display Rules(Most Important)

 

This is most important section because without this configuration, the referral campaign wont be display on your website.

URL:* While using equals to or starts with operators, make sure the provided page URL(s) start with either http:// or https://

Display rule*: You can select multiple types of widget to display.

1.) Automatic Popup : A popup will appear automatically whenever page loads
2.) Button Widget  : Floating referral button will appear that opens popup on click
3.) Leave Intent Popup  : A popup will appear whenever your customer tries to leave your site
4.) Slider Widget  : Small referral widget will slide open from edge of the window

Device: Option to enable/disable referral widget based on whether device is mobile or desktop

Show Popup : This option sets the number of times popup will open on page visits per day for particular url.

Delay Popup: You can add a delay after which the popup will open on page load.

 

Referral-rules-marketing

Widgets Display Rules

 

Add-referral-url

Url Rule

 

 

 

6. Launch Campaign

 

You can use our Extensions for supported platforms or CMS. For all other platforms use following codes to integrate:

1. java-script codeTo display referral widget on your website.

2. Tracking Pixel : To track referral conversion like registration or sale tracking.

 

Write to us at support@tagnpin.com for any integration support queries

 

 

 

18 Comments

Infotech

about 2 years ago

Hi Admin, I am using trial version of campaign and if i satisfied with your service then i will purchase your paid service. I recently got an issue regarding redirection. My Query is that. 1) When someone share links or invite friends then we need to redirect to thank you page once i confirm that i don't need to send any more invitation . how it will possible? can it will available on paid service. Thanks.

Reply

Crystal

about 2 years ago

I would like to give reward/commission to referrers on each repeat sales, but it's opposited to your standard setting below "Dispatch Reward On Repeat Sale: In case it is set as “No”, If the same user makes a sale through a referral, then the referral conversion will be marked as rejected"

Reply

daresha

about 1 year ago

Super M S G sir

Reply

Ravinder Reddy

about 1 year ago

I have changed Text Customize Sharing Content but it is not reflected while i am trying to share link through Facebook. How to change Referral Link Please Help me....Thanks In Advance.

Reply

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about 10 months ago

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Deepak Gupta

about 7 days ago

You’re very welcome.

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about 10 months ago

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about 9 months ago

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Deepak Gupta

about 7 days ago

Thanks you !

Reply

Jayden William

about 8 months ago

Thank you for sharing these valuable guidances of creating a referral program campaign. Nowadays, online referral programs are the preferable ways to get referrals easily.

Reply

Deepak Gupta

about 7 days ago

I’m glad to hear that you find value in this article

Reply

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