Create your first referral campaign

Introduction

We're excited to present a powerful tool that effortlessly embeds into any webpage, enabling your customers to invite friends and earn fantastic incentives. Our innovative referral campaigns will supercharge your word-of-mouth marketing strategy, so let's dive in and craft some straightforward ones right away!

Creating your first campaign (Give $10, Get $10)

In this example, we're going to create a Give $10, Get $10 campaign.

  1. From the Referral Campaigns page, click New Campaign
  2. Enter the internal name for your campaign and click Save
  3. In General, scroll down to Advocate Incentive and click Add
  4. Select Amount Discount in the Ways to Redeem prompt
  5. Complete the reward preferences:
    1. Reward title (ex. $10 off)
    2. Discount (ex. $10)
    3. Minimum cart requirement (optional)
    4. Apply to (optional)
    5. Purchase type (optional)
    6. Reward expiration (optional)
  6. Save changes and continue with the Friend Incentive
  7. Once you have created both rewards, scroll to the top of the page And customize colors, text, and other settings by toggling between the different headings of the referral campaign builder
    1. General - Change your campaign status, edit the internal name, copy the code to embed the campaign, manage the referral rewards
    2. Pages - Edit the text displayed on each view, customize the settings for the views
    3. Design - Edit the colors and fonts, adjust the inline height on each device, enable the Invite Friend email customization, change the campaign layout
    4. Advanced - Add CSS codes to customize your campaign
  8. Click Save to save the changes and don't forget to set your campaign live.

📝 Important Note: Remember to preserve your modifications before navigating to another section of the referral campaign creation interface.

Find out more: Customize your referral campaign using the Dedicated Referral Page Visual Editor.

Embedding your campaign

✨ Discover the ease and effectiveness of integrating your campaigns into your store: Add your dedicated referrals landing page to your website →

Common questions

Can I have multiple referral campaigns active at one time?

Absolutely! This adaptability is especially useful when customizing campaigns to match specific page structures and visual themes.

What campaign will my customers view if I have created multiple campaigns?

Currently, the most recently modified campaign serves as your default when both the referrer and the new customer redeem their incentives, irrespective of other ongoing campaigns. It's advisable to maintain consistent rewards across all your campaigns.

What's the maximum amount of referral campaigns I can have?

There are no restrictions! Feel free to conduct as many A/B tests as you'd like.

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Customer referrals explained