Getting Started with 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
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
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
Integrations
Workflow Recipes
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 reward customers for providing a review through Okendo via Klaviyo through your loyalty program
How to Send a Coupon Code to a Referred Friend using Attentive Journeys
How to Reward Customers For Subscribing to Klaviyo Emails and Texts Through Your Loyalty Program
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 Enable Friendbuy's integration with Recharge
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
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 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
Common FAQs
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?
Developer Documents
- All Categories
- Getting Started with Friendbuy
- Plan Your Referral Program Implementation Team
Plan Your Referral Program Implementation Team
Updated
by William Harper
Summary
Planning a streamlined roll-out is critical. Once you have buy-in from your organization’s decision-makers, you will want to assemble your implementation team.
Having representatives from multiple teams within your organization ensures your new implementation is meeting the needs of every department and benefiting all parts of your organization. Friendbuy recommends developing a team that includes members of IT, Operations and Marketing, as well as a project manager to lead to the process.
Chosen team members should be directly involved in getting your new referral program successfully rolled out in your organization. Here are high-level overviews of their potential involvement.
Marketing and Operations
This team will be responsible for the following activities:
- Provide design assets, and marketing copy, and collaborate with Graphic Designers on the design of the referral widgets and emails.
- Set up third-party integrations with your other vendors, if applicable.
- Generate and provide referral program discount codes, if applicable.
- Create terms and conditions for the referral program.
- Plan for marketing the referral program via email, social media, and on-site, both for the launch of the program and ongoing awareness.
IT and Engineering
Members of this team will be responsible for the following activities:
- Install Friendbuy’s integration code on the company website
- Referral widget implementation
- Create HTML pages for the Advocate Landing Page and Customer Account Page and paste the Friendbuy Container DIV in the body
- Create a link to the Referral Widget(s) from your user accounts section and the navigation menu
- Overlays are powered by URL targeting, managed via the Friendbuy account settings or it can be triggered by the element name instead (on CTA click)
- Referral event tracking is commonly implemented via Javascript on the event success page, but can also be handled server-side, via API
- DNS configuration for custom referral link
- DNS configuration for referral emails sent via Friendbuy
- Testing the integration to verify successful attribution