Getting Started with Friendbuy
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
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
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 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 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
Trigger a Direct Mail Campaign to Drive Referral Program Awareness (Friendbuy x Iterable x Poplar)
Send a Triggered Text to Prompt a Referral After a Positive Review with Attentive and Okendo
Automatically Prompt a Referral Post Purchase in Attentive
How to send Referral Links Post Product Review (Yotpo)
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)
Send Referral Program Text Messages Through Attentive
How to Leverage Friendbuy with Kustomer
How to Send Referral Links Post Purchase through Klaviyo
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 Send a Coupon Code to a Referred Friend using Attentive Journeys
Increase Referral Program Awareness with a Dedicated Email Blast through Iterable Journeys
How to Enable the Klaviyo Integration
How to Leverage the Friendbuy and Ethyca Integration
How to Enable the Iterable Integration
How to Leverage Friendbuy With ReCharge
How to Enable the Cordial Integration
How to Integrate Friendbuy with CartHook
How to Enable the Tremendous Integration
How to set up the Segment Web-Mode (Destination Actions) Integration
How To Enable the Attentive Integration
How to Leverage the Friendbuy x DataGrail Integration
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 to set up expiration for Account Credit or Points
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
What does Fraud Protection do?
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?
Updated by William Harper
Set up a Code Bank in Friendbuy to upload coupon codes or gift card links that you would like Friendbuy to distribute to Advocates and Friends when they earn their Rewards and Incentives for participating in your Referral or Loyalty programs.
When a conversion event occurs, a code is distributed from the Code Bank and can be dynamically inserted into the Advocate Reward email or the Friend Incentive email.
Friendbuy supports the following code types:
- Coupon Codes - click here to download a template
- Gift Cards (eCommerce Store) - click here to download a template
- Reward Links (3rd Party Gift Cards/Cash) - click here to download a template
Click on Code Banks
If setting up a Code Bank for the first time, click on Create a Code Bank. If setting up an additional Code Bank, click on Create in the upper right corner.
Complete the form by entering the following information, and then click Next Step
- Name of Code Bank (Be descriptive; for example: Advocate $10 Magento Coupon Code)
- Code Bank Type (either Coupon Codes or Gift Cards)
- Code Value (either a discount like 10 USD or a percentage like 20%)
Upload a plain text file in either CSV or TXT format containing a list of unique codes in the first column (required). Do not include column headers in the file.
If a PIN is used for the customer to redeem the code, sometimes for gift cards, include the PIN for each code in the second column along the corresponding row (optional).
Set a Low Code Notification Threshold for the Code Bank. If your Code Bank reaches the threshold, an email will be sent to the Primary Email Address and Secondary Email Address set up in Settings > Account > Notifications. Read this article to update these settings.
Click Finish. The new Code Bank will be added to the list.
You may need to refresh the page to see an updated count of the codes that were uploaded.
- You can upload additional codes by clicking on the file upload icon in the top right corner of the code Bank. Learn how to upload additional codes into an existing Code Bank in this article.
- If a Code Bank is assigned to a Referral Campaign(s), the campaign name(s) will appear in a gray tag in the bottom left corner of the Code Bank.
- You can Archive a Code Bank by clicking of the box icon in the top right corner of the Code Bank.
- Each code that contains alphabetical characters will be lowercased to become case insensitive when distributed to a customer. If you would like codes to be case sensitive (not lowercased), please contact email@example.com before uploading the codes.
- Codes will be distribted from the Code Bank in a randomized order, not the same list order they were uploaded.
- If uploading PINs, only use PIN codes that contain alphanumerical characters. Do not use special characters like < or >.