{"id":510,"date":"2013-12-22T09:01:49","date_gmt":"2013-12-22T09:01:49","guid":{"rendered":"http:\/\/www.invitereferrals.com\/blog\/?p=510"},"modified":"2022-06-10T10:47:43","modified_gmt":"2022-06-10T10:47:43","slug":"goal-based-referral-campaign-manually-manage-incentives","status":"publish","type":"post","link":"https:\/\/www.invitereferrals.com\/blog\/goal-based-campaign-manually-manage-incentives","title":{"rendered":"Goal Based Referral Campaign – Manually Manage Incentives"},"content":{"rendered":"

Invite Referrals<\/a> allows you to manually manage incentives in your goal based referral campaigns. In this blog you will learn to configure “Goal Based Referral Campaign – Manually Manage Incentives<\/strong>“.<\/p>\n

Why you need to manually manage incentives ?<\/h2>\n

1.) Your incentive is not in a coupon code form<\/p>\n

2.) Your customer base is limited and intend to give them a high value incentive<\/p>\n

3.) You intend to verify each conversion before dispatching the incentive<\/p>\n

How to configure the campaign ?<\/h2>\n

1.)\u00a0 Edit your goal based referral campaign.<\/p>\n

2.) Under “Set Reward” section, leave the coupon blank (if your incentive is not in a coupon code form).<\/p>\n

3.) Under “Set Reward” section, go to “Advanced Options” and set ‘Reward’ as ‘manually’.<\/p>\n

\"InviteReferrals<\/a>
Set ‘Reward’ as ‘manually’<\/figcaption><\/figure>\n

4.) Under “Customize Invite Text” section, edit the successful referral mail<\/strong> template and remove the section shown in fig below. This mail is delivered instantly on a conversion. Since you are managing the incentive manually, you can tell the customer that you will review the referral sale and will incentivise him within few days in this mail.<\/p>\n

\"InviteReferrals<\/a>
Edit the successful referral mail template<\/figcaption><\/figure>\n

5.) Below this mail, there is ‘successful referral mail (Manual)<\/strong>‘ which is sent when you manually incentivise the customer after reviewing the referral sale. So you can edit that accordingly if you want.<\/p>\n

6.) Under “Customize Invite Text” section, go to advanced options at the bottom and update “Successful Referral Mail To Admin” to yes if\u00a0 you want to get notified whenever there is a conversion, so that you can come back to admin and review the referral sale and incentivise accordingly.<\/p>\n

\"InviteReferrals<\/a><\/p>\n

You will receive the following mail on every successful conversion containing Information of referrer and referee.<\/p>\n

\"InviteReferrals<\/a><\/p>\n

7.) There are 2 ways to preview and approve conversions. One manually through the admin panel and other through API.<\/p>\n

(i) Through Admin Panel<\/strong><\/p>\n

Go to admin panel. in the sidebar under ‘Conversions’, click ‘Reward Manually’<\/strong>.\u00a0Review the orders and take action whether you want to incentivise the customer or not.\u00a0Select \u00a0‘Action -> Approve and send reward’ <\/strong>and\u00a0a\u00a0mail will be sent to the referrer containing the Gift Voucher.<\/p>\n