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.

Creating 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. Create a referral campaign - Define the campaign’s name, validity, and objective.
3. Create a message template - Define communication templates for sharing referral codes and incentives with customers
4. Configure the incentives - Set up the rewards for the referral campaign.

Creating a Referral Campaign

Creating a referral campaign is done through the old campaign manager.

To set up a new referral campaign, follow these steps:

1. On the InTouch portal, select Home from the left-hand corner.

2. Select Engage+ from the sidebar menu.

   

3. Select Open old campaign manager.

   

4. Select +New Campaign from the Campaigns Home page.

   

5. Choose Referral as the campaign type from the dropdown menu.

6. Enter the required details for the referral campaign and select appropriate configuration settings.

The table below provides descriptions of each field.

The table below provides descriptions of each category under Campaign Objectives.

8. Select Create to create the referral campaign.

Creating a Message Template

A message template allows you to design and organize reusable campaign messages and quickly deploy consistent and effective referral campaigns.

You can choose from two types of messages for the referral campaign: Email and SMS.

Creating an Email Template

To create an email template, follow these steps:

1. Select Email from the tab menu.
2. Select +Template to open the template creator.
3. Create a new email template using HTML, or import an HTML file from your system

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Tip

Use the available referral tags to help you build the template.

Referral Tag	Description
Referrer Code	A unique code assigned to a referrer, used to track and attribute any successful referrals back to them.
Invitee Name	The name of the person who is being invited or referred to.
Invitee Identifier	A unique identifier (such as an email or ID number) assigned to the invitee to track their referral status.
Referrer Full Name	The complete name of the person making the referral.
Referrer First Name	The first name of the person making the referral.
Unsubscribe*	Enable the option to opt-out from receiving further communications or emails from a service or mailing list.

*Compulsory tag

4. Provide a name for the template, and select Save.

5. Select Refresh List to refresh the template list.

6. Select the created template to preview it.

   

7. Select Edit Message to begin editing the subject and text message.

   

8. Select Review to finalize the changes.

9. Preview the message, and select Save.

Creating an SMS Template

To create an SMS template, follow these steps:

1. Select SMS from the tab menu.
2. Enter the template message in the message section.

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Tip

Use the available preset tags to help you draft the message.

3. Select Review & Save to save the template.

4. View the message preview, and select Save to confirm.

   

Configuring Incentives

Incentives are rewards or benefits designed to motivate and encourage a customer. Incentives can be used to reward the referrer and referee for a successful referral.

There are two types of incentives supported, coupons and points. Once the campaign is set up, configure the incentives for a successful referral.

Issuing Coupons

You can configure issuing coupons for a referral campaign in the old campaign manager.

To add a coupon to a referral, follow these steps:

1. Select Rewards to configure the rewards for the referral campaign.

2. Select Incentives to Referrer or Incentives to Referee to incentivize the referrer or referee respectively.

3. Select + beside On Referee Registration or On Referee Transaction to incentivize registrations or transactions.

   

4. Enter the number of registrations or transactions required to fulfill the criteria.

5. Select the Edit icon to configure the coupon.

   

6. Select Create Coupon Series to create a new coupon, or select Claim Coupon Series to add an existing coupon.

7. Enable Notification Settings for SMS or email if needed.

8. Select Save to save the changes.

Issuing Points

You can configure issuing coupons for a referral campaign through Loyalty+.

To issue points for a referral, follow these steps:

1. Create a new loyalty program or edit an existing program.
2. Under Workflows, create a new rule to configure issuing points for a referral.

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Note:

The following rules can be used to issue points for a referral:

1. referrerCode.refereeRegCount
   Track the number of referrals done by the referrer.
   For example, if a referrer successfully refers to an individual, points are issued to the referrer.
2. referrerCode.refereeTxnCount
   Track the number of transactions done by the referee.
   For example, if a referee makes a successful transaction, points are issued to the referrer.

Refer to the documentation on rule writing for more information.

3. Select Add action and Award points to referee.
4. Select the points earn conditions and points expiry conditions and select the communications channels.
5. Select Save and Continue to save the changes.

Examples

This section provides examples of how a referral campaign can be set up.

Issue a 10% off coupon to referrer on every referee registration up to 5 referrals.

1. Configure the incentives for issuing a coupon.

   1. Create a new 10% off coupon.
   2. Select Modify advanced settings > Redemption settings > Limit total redemptions in the offer?
   3. Turn on the setting and set maximum allowed to 5.
   4. Select Preview and save to save the changes.
   
   

2. Create a referral campaign.

3. Create a message template.

4. Choose the created 10% off coupon while configuring the issue coupon.

Issue 1000 points to referrer on first transaction of every referee (WIP)

1. Configure the incentives for issuing points.

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   Note

   Use the following expression to issue points to referrer on first transaction of every referee:

   referrerCode.refereeTxnCount==1

2. Create a referral campaign.
3. Create a message template.

FAQs

1. Can we limit the number of referrals a user can make in a referral campaign?

Yes, you can set limits on the incentives a user receives for referrals. For example, if you set a limit of 5, the referrer will only receive incentives for the first 5 successful referrals. Beyond that, no incentives will be given.

2. Can we send referral codes to users via WhatsApp?

Yes, you can send referral codes via WhatsApp. To do this, create a referral campaign and link it to an outbound campaign. When creating the outbound message, select 'Email' and insert the referral code variable, then do the same for 'WhatsApp'.

3. Can a customer generate a different referral code for each referral?

No, each customer is issued a single unique referral code.

4. Is there an API to fetch the referral code that customers use to register themselves?

Yes, there is an API to fetch the referral code customers use to register. This will retrieve the referral details, including the unique referral code. For more information, refer to the API documentation.

5. Does the referral API restrict sending multiple referral SMS to the same mobile number?

Yes, the referral API restricts sending multiple referral SMS to the same mobile number. You cannot send multiple referral messages to the same recipient using the API.