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 Set up a Self-Referral Overlay
How to Personalize Your Widgets with the Advocate name
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 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
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
Code Based Sharing
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 Enable the Klaviyo Integration
How to Send a 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
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 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
Tango Card Integration
How to Integrate Friendbuy as a Segment Source
How to set up the Segment Web-Mode (Destination Actions) Integration
Trigger a Direct Mail Campaign to Drive Referral Program Awareness (Friendbuy x Iterable x Poplar)
How to Enable the Iterable Integration
Increase Referral Program Awareness with a Dedicated Email Blast through Iterable Journeys
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
How to Leverage Friendbuy with Kustomer
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
Top Advocates Report
Account Credit or Points Statement Export
Exporting Reports from Friendbuy
Advocate Rewards Report
The Channel Analytics Dashboard
Friend Incentives Report
Understanding the Codes Report
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?
Loyalty Program Management
Updated by William Harper
Welcome to Friendbuy! We are excited for you to start the referral journey with us. This article includes a comprehensive checklist of what is needed for a successful onboarding experience. Along the way, we will include a Checkpoint! to ensure you are on the right path.
Before you Begin
Here are a few items to complete before beginning the setup of your referral program.
- Confirm you can log into your Friendbuy account. Unable to log in? Contact email@example.com for help! Need to add users to the account? No Problem! Here's how.
- Determine an Offer Strategy for the program.
- Understand Friendbuy Best Practice Placements and the expectations of what a referral program needs to succeed.
- Gather Creative Assets for the Theme. We recommend having your style guide, logo, and both portrait and landscape high-res images at the ready.
- Arm yourself with Referral Terms to feel confident in the information presented in this article and others.
Create a Referral Campaign
A Referral Campaign is where you will define how an Advocate and Friend receive their rewards. Here are the steps to successfully set up a new referral campaign and the contents within.
- Create a new Referral Campaign
- Set Up the Advocate Reward
- Set Up the Friend Incentive
- Add Rewards
- To reward with coupon codes or store gift cards, we recommend setting up Code Banks. Using Shopify? Consider using our Shopify Coupon Code integration for ease of use!
- To reward with third-party gift cards, we recommend our Tremendous integration. Reach out to firstname.lastname@example.org for us to introduce you to the Tremendous team for an overview and account creation with them!
- Create a Widget Theme
Configure Best Practice Placements in your Referral Campaign
- Set Up a Sitewide Overlay
- Set Up an Advocate Landing Page
- Set Up a Friend Landing Page
- Set up a Post Purchase Overlay
- Set Up an Account Page Share Widget
- Set Up a Self-Referral Overlay
Create and Configure Referral Emails
We send emails on your behalf in the referral flow. Learn about the types of emails we offer in this article.
Manage Account Level Settings
Add Integration Code
Head to the 'Development Center' > 'Friendbuy Code' section of your account to find the Sitewide Code with your Merchant ID and all Track Event Codes needed to set up the integration across your site. The Sitewide Code and Track Purchase Code are necessary to create a basic setup for attribution.
This is the minimal integration code needed to get started. This code should be placed on every page inside of the `head` tag in your HTML. This code is necessary to load widgets and provide attribution for referrals.
This conversion tracking script should be placed on page load after a purchase/order has been completed.
Make sure to add this wherever you have a checkout option available such as ReCharge or Bold to ensure attribution there.
Ensure for payment gateways such as PayPal you have the auto return feature enabled for the user to return to the checkout confirmation page to allow the track purchase script to run.
To allow logged-in users to skip the “email gate” and proceed directly to sharing. This script should only be used while a customer is logged in. We do not accept blank values or zeros when customer information does not exist.
For Single-Page Application frameworks like Gatsby or React, add this code to each page where a widget will display. Each page should have a unique name.
Track Sign Up
Include this conversion tracking script on page load after a sign-up has been completed. This code can be used for non-standard ecomm flows such as a newsletter or form.
Connect Marketing Integrations
Integrate with one of our many partners to grow your Email and SMS subscriber lists and seamlessly automate referral program customer communications. For more information on setting these up, head over to our Integrations documentation to see our offerings such as Attentive, Klaviyo, Iterable, and more!
Test the Integration and Launch
We provide a comprehensive overview to test your integration. Download the Testing Instructions here. Once you have tested both the advocate and friend flows, rewards are sending and applying correctly, and data is showing up in reporting accurately, you can launch your program by enabling the following:
- Sitewide CTA
- Post Purchase Overlay
- Advocate Landing Page
- Friend Landing Page
Now you are ready to begin driving referral program awareness. Congratulations on launching a best-in-class referral program with Friendbuy!