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 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
- Fraud Prevention
- Fraud Settings and Business Rules
Fraud Settings and Business Rules
Updated by William Harper
Preventing fraudulent use of the referral program is key to establishing growth using our platform, and we have all the tools you need to mitigate this as much as possible. In this help article, we'll define the different fraud settings and where you can set them up.
Configuring Your Fraud Settings
To set up your fraud settings, navigate to Settings > Program Integrity. From here, there are two different sections we will cover: the Fraud Protection section and the Global Reward Allowance section.
Fraud Protection Settings
The settings configured under these sections will control the rules that will either approve or deny Advocate Rewards and Friend Incentives based on information collected about the Advocate (referrer) and the Referred Friend. We have a number of intelligent ways to prevent fraudulent referral activity. Below are some definitions of the different options available.
Self-Referral Redirect URL
Self-Referral Redirect URL | When Friendbuy detects an Advocate has attempted to refer themselves and clicks on their own referral link they will be redirected to a Self-Referral page, and will not receive a Friend incentive. You can control the design of the page by updating this URL. |
Self-Referral Redirect Settings
Same Cookie | When an Advocate or a Referred Friend clicks through one of Friendbuy's referral links, a cookie is dropped and placed in their browser. If the Same Cookie fraud setting is enabled and the same cookie is detected, this will redirect the Advocate to the Self-Referral Redirect URL. We recommend this setting be enabled. |
Same IP Address | When a referral is made through Friendbuy, the IP address of the Advocate as well as the Referred Friend are collected. If this setting is enabled and the same IP address is detected, the user will be directed to the Self-Referral Redirect URL. We do not recommend this setting as being enabled, and instead recommend the below fraud setting. Note: Enabling this setting may cause two different users sharing within the same office or building to be rejected due to having the same static IP address. |
Same IP Address and User Agent | Compared to only identifying the same IP address, this fraud setting will also look to see if the User Agent of the user is the same in both the Advocate as well as the Referred Friend. This is the recommended fraud setting to use when looking to block fraudulent referrals using the same IP address, as this will look past just the IP address and identify if the User Agent is the same. If both identifiers are detected as the same, the user will be directed to the Self-Referral Redirect URL. |
Reward and Incentive Rejection Settings
Same Email Address | This fraud setting will automatically reject an Advocate Reward and Friend Incentive that would be sent to a user if both the Advocate and the Referred Friend have the exact same email address. We recommend this be enabled. |
Similar Email Address | Using Similar Email Address checks, our system can automatically reject an Advocate Reward and Friend Incentive if the Advocate and Friend's email address is too similar. This setting can be adjusted to higher sensitivity or lower sensitivity based on your needs. Please contact your Customer Success Manager or support@friendbuy.com if you'd like to have this adjusted. To learn more about how this Rejection Setting works, you can click here for our dedicated help article on this topic. |
Same Customer ID | If provided through our integration code, our system can check the Customer ID between an Advocate and a Referred Friend. If the Customer IDs are the same, our system will automatically reject the reward and incentive. |
User is on the Block List | When enabled, our system will automatically prevent any rewards from going to referrers who are found on your Block List. You can learn more about how to block users from the referral program by clicking here. |
Global Reward Allowance
While most forms of fraud can be prevented using the above settings, some users may try and take advantage of the referral program in other ways. Setting a maximum global reward allowance is a great way to prevent consumers from gaming your referral program. For a more dedicated, in-depth help article on Global Reward Allowances, be sure to click here!
Maximum of* (Rewards/USD) | This setting will allow you to set a maximum amount of rewards a customer can receive across all of your campaigns, either from the total number of rewards earned or an amount of currency value. |
Time Frame* (Year/Month/Lifetime/Custom Range) | This will allow you to set a time frame for which the maximum amount of rewards setting will apply to. This can be selected as a year, month, lifetime, or a custom date range. For example, setting a maximum of 10 rewards in a yearly time frame will stop users from receiving more than 10 rewards during the one-year period. |
Select Campaigns to Exclude | This will allow you to exclude any of your campaigns that you do not wish the Global Reward Allowance to apply to, which may be useful for situations such as contests or entries. |