Setting Up an Advocate Reward

William Harper Updated by William Harper

Overview

An enticing Advocate Reward is one of the best ways to get your current customers to start becoming your faithful brand advocates. Get started with growing your business through referrals by learning how to set up an Advocate Reward in this help article!

Step 1

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

Step 2

Select 'Advocate Reward' from the top menu bar in the Campaign.

Step 3

Within the 'Reward Settings' section, you will determine how the Advocate will be rewarded and when to trigger the Reward distribution.

Under 'How will you reward your Advocates?', select one of the following options to distribute a Reward 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.

Account Credit

When on Shopify Plus and utilizing our integration with Shopify, you would be able to issue Account Credit to your Advocates with additional implementation steps required. Please contact Support or your Customer Success Manager for assistance.

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 or manage account credit independently in your own system.

Note: If selecting the Shopify coupon code option or the Account Credit option, you will need to enter if the discount 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 Advocate Reward 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 'Reward Rules', which determine the requirements that are needed to be met in order for the Advocate Reward to be distributed. The one item to set up is the following question:

Note: If you would like to only Reward the Advocate when the Referred Friend is a new customer, you would select 'Yes' on this option. If you are not needing this new customer requirement, you can select 'No'.

Step 6 (Optional)

The following portion will be for 'Custom Reward Validation', which allows you to set up an endpoint URL for Friendbuy to make a call to in order to validate the status of a Conversion. This can be especially useful in case of an event such as the Referred Friend returning or canceling the order, where you may no longer want to reward the Advocate.

If you are not needing to set this up, you can simply leave this as 'No'. If you'd like to set up Custom Reward Validation, select 'Yes' and then enter in the Reward Validation Endpoint into the provided box.

Note: If you are on Shopify, you can set up a Reward delay without needing to add a new endpoint.

Step 7 (Optional)

The final section of the Advocate Reward setup is the 'Reward Allowance'! This will control the maximum amount of Rewards an Advocate can receive and will allow you to set up different tiers of Rewards as well.

If you'd like to set up a Standard Reward Structure:

If you'd like to set up a standard Reward structure where there is no limit to the number of Rewards the Advocate can receive, you can leave the settings as shown in the screenshot above.

Note: In order to implement a maximum amount of Rewards, you would enter in the maximum amount of Rewards you'd like the Advocate to receive under the 'To Event'. Each 'Event' is a qualifying conversion.
If you'd like to set up Tiered Rewards:

If you'd like to set up a Tiered Reward structure where the Advocate receives different Rewards based on how many Referred Conversions they've generated, you would need to enter in the 'From' and 'To' Conversion amounts for each tier of Rewards. When you're ready to add a new tier of Rewards, click 'Add a New Tier'.

Tip: If you want your customers to start receiving a new Reward once they've generated 5 referral conversions, you can follow the setup of the screenshot above.

Step 8

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

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