Getting Started with Friendbuy
Getting Started with Referral
Plan Your Referral Program Implementation Team
Merchant SDK Setup with Google Tag Manager
How to Join Your Team on Friendbuy
Best Practices
Referral Program Placements
Friendbuy Referral Emails
Driving Referral Program Awareness
Referral Offer Strategies
Limited-Time Offer Promotions in Referral
Referral Contests, Sweepstakes and Giveaways
A/B Testing Best Practices
Account Management
How can I invite my team to the Friendbuy platform?
Managing Your Account Settings
How to Set Up and Change Your Email Sender
Referral Campaign Management
Widgets
How to Create a New Theme
How to Make Changes to a Theme
Widget & Email Image Specifications
How to Apply Theme Changes to a Widget
How to update a Widget or Theme to the latest version
How to Set Up a Ribbon
How to Set Up an Advocate Landing Page
How to Set Up a Friend Landing Page
How to Set Up a Post-Purchase Overlay
How to Set Up an Account Page Widget
How to configure your Terms & Conditions
How to Test a Widget
How to Set up a Self-Referral Overlay
How to Set Up a Customer Dashboard
How to Personalize Your Widgets with the Advocate name
Character Count Recommendations
Campaign Settings
How to Create a New Referral Campaign
How to set up Referral Code Personalization for PURLs
Setting Up an Advocate Reward
Setting Up a Friend Incentive
Shopify Coupon Codes Integration
How to Run an A/B Test
How to Change Your Referral Offer
Setting Up Max Clicks for Referral Links
How to Generate Personalized URLs (PURLs) through Our API
How to Generate Personalized URLs (PURLs) for Advocates
How to Configure Tiered Rewards
How to Archive a Referral Campaign
Understanding A/B Test Analytics
How to Duplicate Your Campaign
How to Set Up a Redirect for Limited Time Campaigns
How to Create a Product Sharing Referral Campaign
How to set up Code Based Sharing
Code Banks
How to Create a New Code Bank
How to Generate Coupons in Bulk for Shopify
Setting Up Low Code Bank Notifications
How to Add Codes to an Existing Code Bank
Emails
Email Types for Your Referral Program
How to Add DNS Records for Email Sender Verification
How to Create, Edit, and Manage Emails
How to set up an Expiration Reminder email
How to Assign an Email to a Campaign
Referral Reward Store
Regional Restrictions: Block Your Referral Program in Specific Countries
Generate a QR Code for a Referral Link (API)
Store Credit Rewards for Referral (Shopify Integration)
Loyalty Program Management
Uploading Data From a Legacy Loyalty Program
How to Set Up Purchase Based Member Tiers Program
How to Set Up a Points-Based Member Tier Program
How to Set Up Points Redemption Options
How to Set Up Shopify Coupon Code Integration in a Loyalty Earning Event
How to Set Up a Loyalty Opt-in CTA
Understanding the Loyalty Analytics
Manually Reward Customers via CSV Upload
Rolling Points Expiration Reminder Emails
Manually Opt a Customer In or Out of Loyalty
Receipt Scanning for Loyalty
How to Display Loyalty Points on a Product Detail Page (PDP)
How to Create an Earning Event
Cashback Rewards for Loyalty (Shopify Integration)
How to Configure an Earning Event in your Loyalty Program
How to set up expiration for Points or Account Credit
How to Set Up the Loyalty Progress Bar Widget
How to Create, Edit, and Manage Loyalty Emails
Integrations
Attentive Integration
Send a Triggered Text to Prompt a Referral After a Positive Review with Attentive and Okendo
Automatically Prompt a Referral Post Purchase in Attentive
Send Referral Program Text Messages Through Attentive
How to Text Coupon Codes to Advocates using Attentive Journeys
Make it Easy for Advocates to Refer by Sending Their PURL Through SMS using Attentive Journeys
How to Send Advocates a Reminder Text to Redeem Their Coupon Codes through Attentive Journeys
How to Send Referred Friends a Reminder Text to Redeem Their Coupon Codes through Attentive Journeys
How to reward Loyalty Members for signing up for Attentive text messages and emails
How to Include a Customer's Loyalty Points Balance in an Attentive Text
How to Send a Coupon Code to a Referred Friend using Attentive Journeys
How To Enable the Attentive Integration
Braze Integration
How To Enable The Braze integration
How to Send One Time Emails with Referral Links through Braze
How to Send Referral Links Post Purchase Through Braze
How to Email Coupon Codes Through Braze to Advocates and Friends After They Are Distributed by Friendbuy
How to Promote Your Referral Program via SMS (Through Braze)
How to Trigger a Text to Remind Advocates to Redeem Referral Rewards (Through Braze)
How to Trigger a Text to Remind Referred Friends to Redeem Their Incentives (Through Braze)
How to Send Coupon Codes Through Braze SMS to Advocates and Friends After They Are Distributed by Friendbuy
How to Prompt a Referral After a Positive Review with Friendbuy and Trustpilot (via Braze)
Cordial Integration
DataGrail Integration
Ethyca Integration
Fivetran Integration
Iterable Integration
Trigger a Direct Mail Campaign to Drive Referral Program Awareness (Friendbuy x Iterable x Poplar)
How to Enable the Iterable Integration
How to Automatically Text Referred Friends their Coupon Code with Iterable Journeys
How to Prompt a Referral After a Positive Review with Friendbuy and Trustpilot (via Iterable)
Increase Referral Program Awareness with a Dedicated Email Blast through Iterable Journeys
Klaviyo Integration
How to send Referral Links Post Product Review (Yotpo + Klaviyo)
How to Prompt a Referral After a Positive Review with Friendbuy and Trustpilot (via Klaviyo)
How to send one time emails with referral links through Klaviyo
How to Send Referral Links Post Positive Product Review (Okendo + Klaviyo)
How to Send Referral Links Post Purchase through Klaviyo
How to Promote Your Referral Program via SMS (Through Klaviyo)
How to Enable the Klaviyo Integration
How to Distribute a Reward To Your Loyalty Members on Their Birthday (Through Klaviyo)
How to Send a Customer their Loyalty Points Balance Through Klaviyo
How to Email Coupon Codes Through Klaviyo to Advocates and Friends After They Are Distributed by Friendbuy
How to Reward Customers for Providing a Review Through Yotpo via Klaviyo Through Your Loyalty Program
How to Send Reminder Texts to Redeem Loyalty Rewards Through Klaviyo
Upgrading to Klaviyo OAuth with your Friendbuy Integration
How to Reward Customers for Providing a Review Through Okendo via Klaviyo Through Your Loyalty Program
How to Trigger a Text to Remind Advocates to Redeem Referral Rewards (Through Klaviyo)
How to Trigger a Text to Remind Referred Friends to Redeem their Incentives (Through Klaviyo)
How to Send Coupon Codes through Klaviyo SMS to Advocates and Friends After They are Distributed by Friendbuy
How to Reward Customers For Subscribing to Klaviyo Emails and Texts Through Your Loyalty Program
How to Segment Customers Based on Tier Status in Klaviyo
How to Reward Customers for Providing a Review Through Stamped via Klaviyo Through Your Loyalty Program
Kustomer integration
Ordergroove Integration
Recharge Integration
Friendbuy Recharge Integration: Renewal Milestone Rewards
How to Enable Friendbuy's integration with Recharge
Salesforce Commerce Cloud
Segment Integration
How to Integrate Friendbuy as a Segment Source
How to set up the Segment Web-Mode (Destination Actions) Integration
Shopify Integration
How to Enable the Shopify Integration
Shopify Checkout Extensibility
Checkout Extensibility - Shopify Pixel Tracking
Shopify Theme App Embed
How to Add the Friendbuy Referral Widget and Referral Dashboard to Shopify Customer Accounts
How Friendbuy Powers Loyalty Point Refunds with Shopify
How to Integrate Friendbuy with Shopify POS for Loyalty and Referral
Tango Card Integration
Tremendous Integration
How to Integrate Your Friendbuy Loyalty and Referral Program with Rise.ai to Issue Stackable Gift Cards and Account Credit
How to enable the Postscript Integration
Friendbuy + Stripe Integration (Referral Program)
How to Integrate with Ordergroove
Configuring the Friendbuy MCP in Claude and ChatGPT
Fraud Prevention
How to Block a Referral Code
How to Block an Email Address
Fraud Settings and Business Rules
Configuring a Global Reward Allowance
Configuring a Referral Link Fallback URL
How the Similar Email Address Fraud Check Works
Customer Service Portal
How do I check the status of a referral?
Customer Profile Name Updates from Widget Submissions
How to Manually Add or Remove Credit / Points to a Customer's Account
Why was my customers reward rejected?
The Referred Friend put in their email address but didn’t get their coupon code. How do I find this?
Resend Reward Email
Override a Rejected or Pending reward
How to Search for a Customer Profile
How to Search for a Customer’s Referral Link in the Friendbuy Platform
How to create a Manual Referral
Why didn't the Advocate receive a Reward for a successful referral?
Reasons for Rejected Advocate Rewards and Friend Incentives
Analytics & Reports
Performance Overview
Reports
Mark purchases as "Test" to maintain clean reporting
Top Advocates Report
Scheduled Reports
Account Credit or Points Statement Export
Exporting Reports from Friendbuy
Email & SMS Report
Advocate Rewards Report
Purchases Report
Friend Incentives Report
Understanding the Codes Report
Dashboards
Referral Performance Analytics Dashboard
Advocate Referral Widget Source Tracking
Referral Analytics Dashboard Overview Metrics
Advocate Reward Email Analytics
Loyalty Email Analytics
Common FAQs
What does Fraud Protection do?
How to Access my Billing Information
What is a typical referral flow?
How to Apply Theme Changes to a Widget
Difficulty downloading reports after you receive an export email?
What are Fraud Checks, Tier Checks, and Rules Checks in the Rewards Report?
How do I change my password?
What is a self-referral redirect URL?
What do the Reward Statuses and Definitions mean?
How to Create a New Theme
What is a Friend Widget?
How are Conversions Tracked in Friendbuy?
A Glossary of Terms
How long is the Referred Friend attribution window
Common Scenarios and Troubleshooting Steps
Developer Documents
Influencer Program Management
- All Categories
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- Wallet Campaign Audience Definitions
Wallet Campaign Audience Definitions
Updated
by Samantha Brown
Wallet Campaign Audiences
Wallet campaign audiences let you target one-time campaigns to specific groups of pass holders based on their loyalty and referral activity.
Audience availability depends on the type of wallet pass you use:
- Referral: All pass holders, Referral pass holders, and sharing audiences
- Loyalty: All pass holders, Active pass holders, and Inactive pass holders
- Combined Loyalty + Referral: All eight audiences
Available audiences
Audience | Who it includes |
|---|---|
All pass holders | Everyone who currently holds one of your wallet passes, including loyalty, referral, and combined passes. |
Active pass holders | Pass holders who recently earned a reward through an eligible action in your current loyalty program, such as making a purchase or completing an earning activity. |
Inactive pass holders | Pass holders who aren't currently considered Active. This includes customers who have never been active, as well as customers who only have a referral pass and haven't joined your loyalty program. Guests aren't included. |
Referral pass holders | Pass holders whose pass includes a referral link, including referral passes and combined loyalty and referral passes. |
Active sharers | Pass holders who generated at least one counted share during your selected time period. |
Shared, no conversions | Pass holders who have shared at least once but haven't generated a successful referral. |
Never shared | Pass holders who haven't generated a counted share. |
Top referrers | Pass holders who have generated at least a specified number of successful referrals. The default is 3, and you can set the threshold from 1 to 100. |
A note about sharing audiences
Sharing audiences are based on all pass holders, not only Referral pass holders.
For example, if you use a combined loyalty and referral program, someone with a loyalty-only pass can still be included in a sharing audience. Because their pass doesn't contain a referral link, they'll typically fall into Never shared.
Setting your time window
Active pass holders, Inactive pass holders, and Active sharers use a configurable lookback period.
The default is 30 days, and you can select a period from 1 to 365 days.
The other audiences use current or all-time activity and aren't affected by this setting.
How pass holders are counted
Current pass holders
Audiences include people who currently have one of your passes in Apple Wallet or Google Wallet.
A pass that was issued but never added to a wallet isn't included. If someone removes a pass, they'll no longer be included once the removal is reported.
In some cases, Google may not report that a pass has been removed. Until that information is updated, the pass holder may continue to appear in your audience estimate but will be skipped when the campaign sends.
Each person is counted once
Each person appears only once in an audience, even if they:
- Have passes in both Apple Wallet and Google Wallet
- Have more than one of your wallet passes
Guests
A guest is someone who holds a referral pass but can't be matched to exactly one customer account using their email address. This can happen when no customer account exists for the email or when multiple accounts use the same email.
Guests can be included in:
- All pass holders
- Referral pass holders
- Sharing audiences
Guests aren't included in Active pass holders or Inactive pass holders.
Referral passes without an email address, or whose associated referral data has been removed, aren't included in an audience.
What counts as Active?
A pass holder is considered Active when they earn a reward in your current loyalty program through their own eligible activity during the selected time period.
Examples include:
- Making a qualifying purchase
- Completing an eligible earning activity
The following don't count toward Active status:
- Opt-in bonuses
- Time-based rewards
- Reward redemptions
If you don't have a loyalty program configured, there won't be any Active pass holders.
Anyone who isn't Active is considered Inactive, with the exception of guests.
Together, Active pass holders, Inactive pass holders, and guests make up your All pass holders audience.
What counts as a share?
Sharing audiences use the same sharing rules as the Channels dashboard.
A share counts when:
- A friend opens a shared referral link
- A referral is sent by email
- A referral is sent through product sharing
Copying a link or sharing it by text doesn't count unless someone opens the link. Reminder emails also don't count as shares.
Shares across your campaigns can count toward a person's activity when they can be matched using their customer account or email.
For Active sharers, the share date is the date the share was created—not the date the recipient opened it.
What counts as a successful referral?
A successful referral occurs when a referred friend makes a purchase that your referral program determines is eligible for the advocate.
The referral counts even if the advocate hasn't reached a reward tier.
Successful referrals are counted across your referral and product-sharing campaigns using all-time activity. Influencer activity and friend rewards aren't included.
Pending referrals
Purchases that are still pending or delayed—for example, while going through a fraud review period—don't count as successful referrals until they're approved.
Because of this, someone may temporarily appear in Shared, no conversions even if their friend recently made a purchase.
Multiple rewards
Successful referrals are counted based on advocate rewards. If a campaign provides more than one advocate reward for a qualifying purchase, that purchase may contribute more than once to the referral count.
Refunded purchases remain included in the count.
How audiences can overlap
Some audiences are mutually exclusive, while others can overlap.
Active pass holders, Inactive pass holders, and guests together make up All pass holders. Every current pass holder falls into exactly one of these groups.
Never shared and Shared, no conversions don't overlap.
Active sharers and Top referrers can overlap with other sharing audiences. For example, someone can be a Top referrer based on their all-time activity but not be an Active sharer because they haven't shared during the selected time period.
Understanding audience estimates
When you build a campaign, the audience size shows the number of pass holders who currently meet the audience criteria.
Your estimated sends may be lower because they exclude people who can't receive the campaign due to:
- Frequency caps
- A conflicting campaign
- Missing information required to personalize the message
Audience membership is finalized when you launch the campaign, not when you save the campaign as a draft.
Why audience counts may differ from expected
There are a few reasons an audience count may not immediately match what you expect:
Recent activity may take time to appear. New shares and successful referrals can take a short time to be reflected in audience counts.
Pending referrals aren't counted yet. If a referred purchase is still being reviewed or delayed, it won't count as a successful referral until it's approved.
Google Wallet removals may not be reported immediately. If Google doesn't report that someone removed a pass, they may temporarily remain in the audience estimate. They'll be skipped if the campaign can't be delivered to their pass.
Sharing data may be temporarily unavailable. If sharing activity can't be retrieved, you'll see an error when estimating sharing-based audiences rather than an estimated count.
One-time vs. triggered campaigns
Audiences apply to one-time wallet campaigns.
Triggered campaigns work differently: when a pass holder meets the campaign's trigger criteria, they can receive the campaign regardless of these audience definitions.