Referral campaigns help you acquire new customers by using your existing customers networks. Existing customers can refer their friends and contacts to visit your store. You can configure your referral campaigns to reward both the referrer (the existing customers who provide their friends email addresses or phone numbers) and the referee (the friends of existing customers who receive the invitation) when the referee enrols in your loyalty program or make transactions.

Configure a Referral Campaign (End-to-End flow)

Perform the following to up a referral campaign from start to finish.

1. Configure a referral code - Generate unique codes to track referrals effectively.
2. (Optional) Validate the Referral code using the Validate referral code API.
3. Configure the referral campaign details - Define the campaign’s name, validity, and objective.
4. Configure a message - Define communication templates for messages to be sent after the referral is completed.
5. Configure the incentives - Set up the rewards for the referral campaign.
6. Create a broadcast Campaign- Define communication templates for sharing referral codes and send referral campaign messages to a large audience for maximum reach and engagement.
7. Create & Send the Referral Campaign Message - Communicate referral details to the target audience for engagement and conversions. Ensure to add the referral unique code tag.
8. (Optional) Refer a new customer using the Refer customer API.