A refer-a-friend campaign lets your visitors invite their friends to your store. The friend gets an offer when they visit, and you can reward the visitor who made the referral too. This article walks you through creating a refer-a-friend campaign, from choosing the template to publishing it.
Create the message
- Go to Onsite > Messages (New) and select Create message.
- Select Refer a friend.
- Enter a Name and choose the Site the message should run on.
- Select Create. The message opens in the editor as a draft.
Understand the two flows
A refer-a-friend campaign has two flows, one for each person involved:
| Flow | Steps |
|---|---|
| For the visitor who refers | Minimized, Referral (where the visitor refers their friends), Share with more friends (more ways to share), and Message. |
| For their friend | After Friend enters site: Friend maximized, Friend minimized, and Friend reward (the reward shown to the friend). |
The template also turns on Referrals, Friend reward, and Friend sendouts in the settings panel.
Choose the sharing channels
- In the settings panel, select Edit next to Referrals.
- Under Sharing channels, turn on the channels visitors can share through, such as WhatsApp, Messenger, Native Mail, Native SMS, or Shareable link.
- Under Friend flow configuration, choose the Friend landing page, the page the friend arrives on. By default, it's the same page the visitor referred from.
- Select Save.
Set up the friend's reward
- Select Edit next to Friend reward.
- Choose the Reward type: Static code, Unique codes, Voyado promotion, or Bonus points.
- Fill in the details you need, such as the reward offer, terms and conditions, minimum order value, and how long the reward is valid.
- Select Save.
To also reward the visitor who made the referral, turn on Reward and set it up in the same way.
Set up the friend's emails
Select Edit next to Friend sendouts to write the confirmation email and reminder emails the friend receives. For the reminders, set how many days before the reward expires they're sent. Select Save.
Design the campaign
Hover over each step and select the pen icon to design it. Make the offer clear in the header of the Referral step, for example "Give 10%, get 10%". To learn more, see Design an onsite message.
Preview and publish
- Set the Start date in Scheduling, and add any display conditions you need, for example to show the campaign only to existing customers.
- Select Preview and click through each step on both mobile and desktop.
- When everything works, select Schedule, or select the arrow next to it and choose Publish now.
To learn more, see Preview, publish, and edit a live message.