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
In our platform, you have the ability to set a Global Reward Allowance that a customer can receive across all of your Friendbuy campaigns. With this setting, you can set a maximum number of rewards or maximum monetary value a customer can receive over a select period of time. When an Advocate or Friend reaches the specified limit, any new rewards will be rejected. You can even exclude certain campaigns from this allowance if you'd like! In this help article, we'll be going over how to set this up.
How to Set Up a Global Reward Allowance
You can set up your Global Award Allowance by navigating to Settings > Program Integrity > Global Reward Allowance. The default setting is off (ie, no configuration set).
Choose one of the gray toggle boxes to select a unit for either the maximum number of rewards or currency that will be allowed for a single customer across all Friendbuy campaigns. Then, enter a value to set a limit corresponding with the chosen unit. Your default currency (USD, CAN, other) will display based on your account settings.
Choose the Time Frame and Type for in which the maximum allowance will be evaluated. First, select the Time Frame dropdown menu for options (Month, Year, Lifetime, Custom Range). Then, select the Type dropdown menu when it appears.
If you select the monthly or yearly time frame, you can set the Type to Calendar or rolling ~30/365 Days. Calendar will evaluate all rewards earned in a calendar month or year, and rolling ~30/365 will evaluate all rewards earned in the past rolling month or rolling year.
For example, if you set Time Frame to Year and Type to Calendar, this means the limit will be evaluated over the current calendar year (Jan 1st to Dec 31st).
As another example, if you set Time Frame to Year and Type to ~365 Days, this means the limit will be evaluated over the past rolling 365 day period.
Use the "Select Campaigns to Exclude" field to select none, one, or multiple campaigns that will not count towards a customer's reward limit. Remember to click Save Changes any time you make an update to your Global Reward Allowance settings.
Additional Functionality & Important Notes
- Reward settings configured at the campaign level still apply and will work in conjunction with the global settings.
- If there is a reward/incentive delay set up for a campaign, the global reward allowance rules are evaluated when the reward/incentive delay expires. Therefore, any changes made to the rules configuration will apply to future reward, including rewards currently in a Pending status.
- Any previously accepted or rejected rewards would have been evaluated based on the rules configuration that was set at the time the reward was evaluated.
- Rewards with a percentage based discount or Other value are not factored into the global limit if the configuration is set to a monetary value.
- Rewards that are granted manually will not be blocked if they are above the set rules limit.
- Rewards that are rejected due to the set limit will have a corresponding message ‘Advocate exceeded the global reward allowance’.