Setting Up a Friend Incentive

William Harper Updated by William Harper

Overview

A Friend Incentive is one of the best ways to convert Referred Friends into new customers on your site by providing them with an offer they can only receive from your referral program. In this help article, we will review how to set up a Friend Incentive for your referral campaign!

Step 1

Navigate to 'Referral' > 'Campaigns', and then select an existing or create a new Campaign.

Step 2

Select 'Friend Incentive' from the top menu bar in the Campaign navigation.

Step 3

Within the 'Incentive Settings' section, you will determine how the Friend will be incentivized and when to trigger the Incentive distribution.

Under 'How will you incentivize referred Friends?', select one of the following options to distribute an Incentive when all the conditions are met:

Coupon Code

If you're using an eCommerce platform outside of Shopify and would like to distribute Advocate Rewards as coupon codes, you would select this option. The coupon codes will be distributed from a code bank of your choice within Friendbuy. Read our help article about how to create a code bank.

Gift Card

Gift cards can be distributed to an Advocate from a code bank of your choice within Friendbuy.

Tremendous Gift Cards

Automatically distribute gift cards, prepaid cards, or cash through our seamless integration with Tremendous (This option is only available for merchants that have a Tremendous account and have set up the integration within Friendbuy).

Shopify Coupons

Automatically generate a coupon code through our seamless integration with Shopify (This option is only available for merchants that have a Shopify account and have set up the integration within Friendbuy).

Other

If you are setting up a custom flow where the Advocate Reward distribution is handled by your team, select this option. For example, if you would like to provide a promotional swag item.

Note: If selecting the Shopify coupon code option, you will need to enter if the coupon will either be a percentage discount or a fixed amount, as well as the currency type (if applicable).
Note: If selecting either the non-Shopify coupon code option or the gift card option, under 'Code Bank', select which Code Bank you'd like the codes/gift cards to be distributed from.

Step 4

Then select the event you would like to trigger the Friend Incentive for distribution.

Friend Makes a Purchase

Select this trigger to reward an Advocate when a referred Friend goes on to make a purchase. Note: Friendbuy automatically tracks purchase events by default

Friend Signs Up

Select this trigger to reward an Advocate when a referred Friend signs up for your service. Note: You must send the event type sign_up in a track call (either through JavaScript or API) to Friendbuy.

Friend Enters Their Email Address

Select this trigger to reward an Advocate when a referred Friend enters their email within a Friendbuy powered widget. Note: Friendbuy automatically tracks email_capture events by default.

Custom Event

Select this trigger if you would like to track a custom event and send it to Friendbuy. Note: You must enter the Custom Event Name to match exactly with the track call (either through JavaScript or API) sent to Friendbuy.

Step 5

The next part of the setup will be for 'Incentive Rules', which determine the requirements that are needed to be met in order for the Friend Incentive to be distributed. The two items to set up are:

  1. "Does the Friend need to be a referred customer in order to receive an Incentive?*"
    Note: In the vast majority of cases, this will be set to 'Yes'. When set to 'No', anybody who arrives at the Email Capture Widget will be able to receive a Friend Incentive, even if they haven't been referred.
  2. "Does the friend need to be a new customer in order to receive an Incentive?*"
    Note: In order for our system to properly reward Friends for qualifying conversions, please ensure that 'new customer' data is passed through our Track Purchase code when answering this question as "Yes".

Step 6

This final portion of the Friend Incentive setup will control where the Referred Friend is redirected to on your site after clicking through a referral email or a personal referral link.

Under "What page should the friend be taken to after clicking a referral link? (Destination URL)*", enter in the URL where you'd like the Referred Friend to be redirected to.

Note: If you have set up your Email Capture widget as an embedded widget, please be sure to enter the URL of where the Email Capture widget is currently installed.

Step 7

After you have completed all necessary steps, be sure to double-check each input is correct. Then, click Save (if your campaign is not yet running) or Publish Changes (if your campaign is running) in the top right corner of your screen.

How did we do?

Setting Up Max Clicks for Referral Links

Setting Up an Advocate Reward

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