Campaigns

Referral campaigns form the heart of your referral program. They are where you define the logic of the campaign including any user facing messaging, the links the referral URL should redirect to and the referral reactors that should be triggered when the referred user records a relevant event.


Campaign details

When building your campaign you will first configure its basic details. These include;

  1. Internal campaign name

  2. Whether you want the campaign to be active immediately

  3. Public campaign name

  4. Public campaign description

  5. Public campaign image

  6. Apple App Store URL

  7. Google Play URL

  8. Desktop URL

The campaign details page.

If your loyalty program doesn't use a mobile app then enter the URL of your program website in all three URL fields.

If your program only has an app then put your company website in the Desktop URL field.


Reward Sequence

After entering the details of your campaign and clicking save you will then be able to configure the logic of your referral program. Sequence steps are configured in the same way that a reactor would be, with a few key differences.

  1. Reward referrer as well? - With this toggle enabled you will be able to define separate 'Referrer Reaction' logic. This allows you to give different rewards to the referrer and referee.

  2. Payload constraints - You can define simple payload constrains to the sequence step. These will then be merged into the more complex logic which is created when you save the referral step.

  3. Activation limit - An activation limit must be defined for a referral sequence step. Typically this would be one per subject, however higher limits can also be set. The activation limit options are in the 'Effectivity' tab.

Sequence steps do not need to be completed in order.

Reward referrer as well? toggle.
Reaction and Referrer reaction tabs.
Activation limit in the effetivty tab.

Referrers

The referrers tab allows you to view details of the end-users who have made referrals, including their unique link and how many people have signed up to your program via the link.

You can filter the list by a user's name, email address, account number or their referral link.

Clicking Edit in the top right allows you to select a user from the list and delete their referral link. This is useful if you identify any cases of misuse.

The referrers list

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