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
When setting up an Advocate Reward or Friend Incentive, merchants that have installed Friendbuy's Shopify integration have the ability to distribute coupon codes that will automatically be generated 'on the fly' when a customer completes a Referral campaign conversion event.
Each Shopify coupon code will be unique for the customer as well as good for only one-time use on all products and will not expire. Set up the coupon code to be a fixed amount or percentage discount. Optionally, the coupon codes can be set up with a minimum purchase amount requirement and are only redeemable for new customers at checkout.
Setting Up an Advocate Reward or Friend Incentive to use the Shopify Coupons Integration
The Shopify integration is required to use this feature. To set up or check if it is installed, go to Developer Center > Integrations > Shopify to confirm a blue checkmark is visible on the card
For Advocates: Go to the desired Referral campaign > Edit > Advocate Reward tab > Reward Settings. Select Shopify Coupons from the dropdown menu under How will you reward your Advocates?
For Friends: Go to the desired Referral campaign > Edit > Friend Incentive tab > Incentive Settings. Select Shopify Coupons from the dropdown menu under: How will you incentivize referred Friends?
Within the Shopify Coupon Rules modal, customize your rules for how customers can redeem the coupon codes at your Shopify store.
- Code Prefix (Recommended): Enter an alphanumeric prefix that will appear at the beginning of each coupon code
- Discount Type (Required): Select either a Fixed or Percentage discount for the coupon
- Discount Amount (Required): Enter the discount amount for the coupon
- Minimum Purchase Requirement (Optional): Enter an amount such that the coupon can only be redeemed at your store if the cart total is above the minimum purchase requirement. Note: the minimum amount reflects the cart total before any discount is applied.
- New Customers Only Requirement (Optional): Choose if the coupon can only be redeemed at your store by only a new customer or by everyone
- Code Prefix is recommended to easily identify and track codes that were earned through the Referral campaign. Prefixes should be only a few characters long. It is recommended to use 'adv' for Advocate coupons and 'frnd' for Friend coupons.
- New Customer Only Requirement is recommended for Friend Incentives only, since Advocate Rewards are typically distributed to repeat customers.
After you have completed all necessary steps, be sure to double-check each input is correct. Then, click Save Changes (if your campaign is not yet running) or Publish Changes (if your campaign is running).
Step 4 (Optional)
If you need to modify the coupon rules after set up, click the Modify Rules button next to the coupon code summary (highlighted in blue). Modifying coupon rules will only apply to coupons distributed to customers after the changes are saved. Changes will not affect coupons that have already been distributed.