InviteReferrals Campaign Setup Queries

InviteReferrals Campaign Setup Queries

Campaign Setup queries have been listed below for reference

Campaign Settings


Widget not working / integration check list?
Please check the following points under campaign edit (Admin panel -> My campaigns -> Edit)

  1. Correctly configure the url rules to display campaign (Edit -> Website Integration)
  2. whether the campaign is set active/inactive (Edit -> Basic details)
  3. Wrong Expiry date. You can set Expiry date to ’00’ to hide the date. (Edit -> Basic details)
  4. Whether landing page is set (Edit -> Basic details)
  5. Recheck whether secret key and bid key are correct. (Edit -> Website Integration)

 


How to remove / change campaign expiry date?
Go to (Admin panel -> My campaigns -> Edit -> Basic Details) campaign edit section. You can remove the expiry date from view by updating it to ’00’.

 


How to customize widget views?
There are multiple referral widgets – 1.) Referral popup  2.) Referral box widget  3.) Referral button.
You can edit them under (Admin panel -> My campaigns -> Edit -> Customize widget)

 


How to customize invite text / emails / facebook feed /tweet text ?
You can edit them under (Admin panel -> My campaigns -> Edit -> Customize Invite Text)

 


How to disable specific emails like Enrollment email ?

    1. Go to (Admin panel -> My campaigns -> Edit -> Customize Invite Text)
    2. Then Click on “Advanced options” link in the bottom of this view and change the settings.

You should not disable enrollment mail as they are important for the success of your referral campaign

 


How to configure url rules to display referral widget on specific pages?
You can configure the url rules to display referral widget on specific urls under (Admin panel -> My campaigns -> Edit -> Website Integration)
The campaign will not display until the url rules have been configured properly. Note that

  1. http://example.com are http://www.example.com are considered different
  2. http://example.com and http://example.com/ are different (trailing ‘/’)
  3. http://example.com and https://example.com are different (http / https)

You can also configure rules like adding delay / limiting popup display time for each url rule.

 


Can I add delay after which referral popup would appear on page load?
Go to (Admin panel -> My campaigns -> Edit -> Website Integration). You can edit it for each url rule

 


Can I limit the number of time referral popup displays in user session?
Go to (Admin panel -> My campaigns -> Edit -> Website Integration). You can edit it for each url rule

 


How to change left half campaign image Referral popup view on site?
Under your “Share to unlock” campaign type go to (Admin panel -> My campaigns -> Edit -> Customize widget). Here you will see the option to upload 400px X 400px image. Also update it to custom.

 


what are different referral options available?
There are multiple referral channels available including Facebook notification invite, Email Invite, facebook chat message, facebook share, tweet and linkedin share. User can also share his custom referral link with anyone over chat. Here is a blog post with complete details

We have also noticed that Facebook notification invites happen to drive maximum referrals. Follow this tutorial to customize the facebook notification invites

 


Can I duplicate my existing campaign?
Go to (Admin panel -> My campaigns). There is an option to duplicate against each campaign

 


What coupon types can I add?
You can either use

  1. Same Static coupon for everyone or
  2. Dynamic unique code for each customer. You can upload 100 unique coupons at a time. You would need to generate these coupons from your own platform/CRM and then upload it to the campaign.

 


Can I delete the unique coupon code uploaded in set reward section?
Yes. You can see a “delete” coupon option where you uploaded the coupon codes in invitereferrals.
 


Difference between Conversion type (Campaign participant Vs Goal conversion page)?
The difference is listed below

  1. Campaign Participant : When a user also enrolls on the referral campaign after coming through the referral link of a friend. Enters the widget to refer friends
  2. Goal conversion page(Visit specific page) : when user visits a specific page on site (Say payment success page of shopping cart). The goal conversion page must also include the InviteReferrals tracking code. You can get the tracking code from our documentation section.

 


Goal conversion page tracking checklist?
If conversion is not getting tracked, please follow the checklist on following blog post

 


Conversion tracking for dynamic conversion pages?
1.) Go to (Admin -> My campaigns -> edit selected campaign -> Basic details)
2.) If conversion page url is unique for each transaction then select ‘Starts with’ option and enter the common base url.

For example if your conversion urls have format
http://www.yoursite.com/checkout/success/{variable value},

then common base url would be
http://www.yoursite.com/checkout/success/

 


How to Pass email or orderid for conversion tracking?
In order to track goal conversion you must pass the unique orderid or emailid(in orderid parameter) associated with the transaction/registration/goal conversion. You can pass the parameter as explained here. Below is a sample code

<div id='invtrflfloatbtn'></div>
<script>	
var invite_referrals = window.invite_referrals || {}; (function() { 
	invite_referrals.auth = { bid_e : 'XXXXXXXXXXXXXXXXXXX', bid : 'XXX', t : '420',
        orderID : 'unique orderid/transaction' };	
var script = document.createElement('script');script.async = true;
script.src = (document.location.protocol == 'https:' ? "//d11yp7khhhspcr.cloudfront.net" : "//cdn.invitereferrals.com") + '/js/invite-referrals-1.0.js';
var entry = document.getElementsByTagName('script')[0];entry.parentNode.insertBefore(script, entry); })();
</script>

 


Enroll user on referral program when he registers on my site? (Enable Single Sign on)

  1. It is enabled by default. You can edit it by going to (Admin panel -> My campaigns -> Edit -> Basic details -> Advanced options [page bottom]).
  2. You must additionally pass the emailid in dynamic javascript integration code to enroll the user as he registers on your site.

 


How to pass unique landing page dynamically for each participant in javascript API?

  1. You can enable it by going to (Admin panel -> My campaigns -> Edit -> Basic details -> Advanced options [page bottom])
  2. You must additionally pass the landing page url of invite in “userCustomParams -> shareLink”  parameter of the javascript widget as explained here in parameters table.

 


Can I map Referral campaign customer to my user in my database?

  1. You can enable it by going to (Admin panel -> My campaigns -> Edit -> Basic details -> Advanced options [page bottom])
  2. You must additionally pass your customer id in “userCustomParams -> customValue”  parameter of the javascript widget as explained here in parameters table.

 


How Can I show Winners tickr?

You can get the code to show Winners tickr in documentation here

 


How to edit notification on landing page?
You can edit the personalized notification shown to referee when he clicks on the referral invite and comes to the landing page.
1.) Go to (Admin -> My Campaigns -> Edit Campaign[Select campaign to edit] -> Customize widget[Subheading – landing page Notification])
2.) Edit the color and text of notification
 


how to change campaign type (Instant Gratification / Goal based / top referrer)?
You can change the campaign type of any existing campaign anytime.
1.) Go to (Admin -> My Campaigns -> Edit Campaign[Select campaign to edit] -> Basic Details[Advanced options at bottom])
2.) Select the campaign type you want to change to.
 

General Queries

 

How to change basic settings like currency/language?

Go to (Admin panel -> Settings [top right] -> Currency & language) and update.

 


How to do testing?

  • There is a preview link for each campaign where you can test all the widgets
  • Test Enrollment mail (whether going to spam) : Goto (Admin panel -> Referral testing[in left sidebar]) and reset the emailid for which you want to test.
  • Test Conversion : Goto (Admin panel -> Referral testing[in left sidebar]) and reset the emailid for which you want to test.

 


Can I export data?

Yes you can export all your data including users, conversions, and referral stats

 


What Analytics are available?
Read detailed campaign analytics guide
We additionally pass utm-source/utm-medium in every referral link. You can see the referral statistics for different mediums (Facebook, email or twitter) in your google analytics dashboard (filtered by utm-source/utm-medium).

 


How to check customer(emailid) referral profile?

1.) Go to (Admin panel -> Analytics [left side bar] -> ‘search user’)
2.) Enter the email id of the customer you want to investigate and submit.
3.) Click on the user profile and to see entire referral history including invites sent, click throughs, conversions, coupons issued and profile information.

 


How to Configure Email settings – sendername/replyto etc?

Go to (Admin panel -> Email Settings [left side bar]) and follow the instructions

 


Can I Integrate with mandrill or Amazon SES?

Yes. Go to (Admin panel -> Email Settings [left side bar]) and follow the instructions.

 


Change frequency of receiving statistics notifications – daily or weekly?

Go to (Admin panel -> Settings [top right] -> Notifications) and update.

 


What are different subscription plans?

You can check pricing related questions here

 


How to manage incentives manually?
Follow the following blog post
 


how to edit referral link domain?
You can edit your referral link domain for example : yourname.ref-r.com
1.) Go to (Admin -> Settings[top left] -> Basic Information[from dropdown])
2.) Edit the personalized url.
 


how to integrate campaign in mobile application?
You can use the referral campaign url as UIwebview(in iphone) or as webview in Android. You can get the url from following page.
 


How to upgrade/downgrade from one paid plan to another paid plan?
If you have already subscribed to a paid plan and want to downgrade/upgrade to another paid plan, please write to us at alliances@tagnpin.com
 

Facebook related Queries

 


What facebook referral option drives maximum referrals?

There are multiple facebook referral options including Facebook invite notification, facebook share, & facebook send message. Facebook notification invite drives the maximum referrals.

 


Why is facebook referral feed not getting updated when I edit it in campaign?

Facebook caches the feed for each link once shared. You can refresh the facebook cache by pasting your referral link on facebook debugger and pressing debug. It should now reflect correct feed.

 


How to customize Facebook connect / Facebook Notification Invite?

Follow the instructions in this post

 


How to launch facebook timeline referral app?

Go to (Admin panel -> Facebook Timeline App [left side bar]) and follow the instructions

 


Can I have separate facebook app for each campaign?

Currently you can link only one campaign as facebook referral app. You can add this same app on multiple facebook fan pages.

We may introduce separate facebook referral app for each campaign in future.

 


How customize Fangate image of facebook timeline referral app?

Go to (Admin panel -> Facebook Timeline App [left side bar] -> Fan Gate Image) and follow the instructions

 


Can Referral campaign be used to increase facebook fanpage likes?

Yes. You can design a campaign like “For every 5 likes your friends do, get 10% discount coupon”.

  • Configure the referral campaign and set the conversion type as “Campaign Participant”(this is default option)
  • Launch the “Facebook Timeline Referral App” as explained above. Link the campaign configured with this facebook app by selecting it from dropdown (Admin panel -> Facebook Timeline App [left side bar])
  • Set the landing page of campaign to “Facebook Timeline Referral App url” on your facebook fanpage.

 


why Facebook connect is not working?
Please note point 2(i) in the following blog post.
The Sandbox mode should be disabled, if you have configured your custom facebook application
 


how to change campaign on facebook?
You can change the campaign running in your facebook timeline referral application anytime. Simply follow the steps below.
1.) Go to (Admin -> Facebook Timeline App -> Install App)
2.) Select the campaign in dropdown and press submit. Your campaign in facebook application has been changed successfully.
 

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