Creating a referral campaign
Set up a referral campaign by defining details, reward rules, and referral tracking for both referrers and friends.
About referral campaigns
Referral campaigns let you define the logic that powers your referral program. They determine what actions count as a valid referral and what rewards are given to the referrer and the friend.
The real strength of referrals lies in sequence steps (listed as Sequence Steps in the console, though they work more like flexible rules). These rules let you control exactly when and how rewards are triggered.
Creating a campaign
When creating a campaign, start by configuring its basic information:
Campaign name – Internal label for the campaign.
Code type – Code (default) or Branch (links). See Overview
Active toggle – Enable or disable the campaign.
Promotional campaign name – User-facing name.
Promotional description – Short description shown to users.
Promotional image – Optional image to promote the campaign.
Promotional URL – The landing page friends should be directed to (e.g., sign-up page).
If using link referrals (via Branch), you can also configure:
Apple App Store app URL
Google Play app URL
Reward sequence
After saving campaign details, configure the sequence of rules that define when rewards are given. Each sequence step is configured in the same way a reactor is - with a trigger, conditions and reactions.
Each sequence step includes:
Event type – The action the friend must take (e.g., ORDER_PLACED).
Payload constraints (Conditions) – Optional filters that event must meet (e.g., minimum spend of $50).
Reaction – The reaction that should occur for the friend when an event meeting the payload constraints has occurred.
Referrer reaction – Optional. The reaction that should occur for the referrer when the friend has reported the event.
Activation limit – Number of times the sequence step can run per user. This is typically 1. Failure to set an activation limit means the reaction will run an unlimited number of times if the friend continues reporting events meeting the conditions.
Sequence steps do not need to be completed in order.
Example structure
Step 1: Friend signs up → Friend gets 500 points.
Step 2: Friend places first order over $50 → Referrer gets 1,000 points.
Step 3: Friend places 5 orders → Both get a $50 voucher.
Tracking referrers
The Referrers tab lets you:
View which users have referred others, their codes/links, and referral counts.
Search by referrer name, email, account number, or referral link.
Remove a referral code or link from a user if you detect misuse.
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