Getting Started with Friendbuy
Getting Started with Referral
Plan Your Referral Program Implementation Team
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
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
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
Setting Up Shopify Coupon Code 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
How to Duplicate Your Campaign
How to Set Up a Redirect for Limited Time Campaigns
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
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
How to Create an Earning Event
How to Configure an Earning Event in your Loyalty Program
How to set up expiration for Points or Account Credit
How to Create, Edit, and Manage Loyalty Emails
Integrations
Recharge Integration
Ethyca Integration
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
Braze Integration
DataGrail Integration
Tango Card Integration
Cordial Integration
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 Friendbuy Powers Loyalty Point Refunds with Shopify
How to Integrate Friendbuy with Shopify POS for Loyalty and Referral
Ordergroove Integration
Kustomer integration
Tremendous 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
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
Salesforce Commerce Cloud
Fivetran Integration
How to Integrate Your Friendbuy Loyalty and Referral Program with Rise.ai to Issue Stackable Gift Cards and Account Credit
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?
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 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
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
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
What are some common scenarios, and how do I troubleshoot them?
Developer Documents
- All Categories
- Referral Campaign Management
- Campaign Settings
- How to Create a New Referral Campaign
How to Create a New Referral Campaign
Updated by William Harper
When managing your referral program, you may want to at some point create a new campaign from scratch, or maybe even add an additional campaign to your referral playbook. In this help article, we'll be going over a high-level of how to create a new campaign from within the Friendbuy platform!
Step 1
Navigate to Referral, then click the blue Create a Campaign button on the top right-hand corner of the screen.
Step 2
It's time to set up the basics for your campaign! Enter the Name of your new campaign, a Campaign Description (optional), and if you'd like the campaign to be Evergreen or Time Limited. Once done, click the blue Next Step button!
Step 3
In this next step, we'll be setting up the Advocate Reward. This will be the Reward that goes to the referrers for successfully referring their friends! Using the drop-down menu, select the method in which you will be rewarding your Advocates. For this example, we'll be going through the flow of setting up a Coupon Code based reward.
You can click here to learn more about how to upload a Code Bank into Friendbuy!
Once Coupon Code is selected, you will need to select a Code Bank to pull the coupons from, as well as When the Reward Should be Triggered. Since I want my referrers to be rewarded when their friends make a purchase, I'll be selecting Friend Makes a Purchase Here.
You can read more about the different ways you can reward your Advocates by clicking here.
Step 4
Once the Reward Settings have been configured, we'll be moving on to the Reward Rules. Here, we can specify if we would like the Referred Friends to meet a minimum purchase amount in order for a reward to be sent to the Advocate. This is optional and only applicable if your Reward will be triggered by a Referred Friend making a purchase.
We also can specify if we want to require the Referred Friend to be a new customer in order for the Advocate to be rewarded.
Step 5 (Optional)
The final two sections to configure for the Advocate Reward are Reward Validation and Reward Allowance. Reward Validation allows you to configure a Validation Endpoint where we send an HTTP POST request to your system to validate Reward details based on any customer criteria in your system, prior to our system sending out the Reward to the Advocate. This section also allows for you to configure a Reward Delay, to delay the Reward distribution for a specific period of time, such as during a product return window. For this campaign, I'll be skipping past these options. Learn more.
For the Reward Allowance, you are able to set up a maximum amount of rewards an Advocate can receive in a reward tier, and configure additional reward tiers for different rewards. We won't be covering this here, but if you'd like to learn more about Tiered Rewards, you can click here for our help article on this subject!
Once you've configured both of these areas, you can click the blue Next Step button!
Step 6
We've now finished setting up the Advocate Reward settings, and it's now time to move on to the Friend Incentive! Much like our Advocate Reward, I will be setting up a Coupon Code based Friend Incentive for today's example. This Friend Incentive will be the offer that the Friend receives after being referred to your website.
Once I've selected my Coupon Code Friend Incentive option, I'm given a few additional requirements in order to configure the full Friend Incentive. First, I will need to set up a Code Bank to pull my Friend Incentives from, as well as setting up How the Friend Incentive should be triggered. In this example, I'm wanting to use our standard flow of distributing a Friend Incentive once the Referred Friend Enters their Email Address.
Step 7
Once your Incentive Settings have been configured, we'll be moving on to setting up your Incentive Rules! Here, we'll be selecting if the Referred Friend need to be a referred customer in order to receive an Incentive, as well as if the Friend need to be a new customer in order to receive an Incentive.
After setting up your Incentive Rules, it is time to configure a Friend Destination/Redirect URL! This is a URL that a Referred Friend will be taken to after clicking through a referral link or a referral email. This will usually be a URL where the Email Capture widget is embedded, or a URL where customers will be placed into an optimal shopping experience.
Once these have all been set up, you can now click the blue Next Step button to review your newly configured campaign!
Step 8
It's time to review your overall configuration of your new campaign! On this step, you'll be able to see the Reward Type, Code Bank, and Reward Trigger that you've configured for both your Advocate Rewards and your Friend Incentives. If all looks good, you can press the blue Finish button to officially create your new campaign!
Congratulations! You have now set up the foundations of your new campaign.
Next Steps
You'll need to create and design the customer facing Emails and Referral Widgets before launching your campaign.
- Learn more about creating emails and then assigning them to your campaign.
- Learn more about setting up customized Themes and Widgets for your campaign.
For help with setting up Emails or Widgets, reach out to your Customer Success Manager or support@friendbuy.com with questions.