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
How to Duplicate Your 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
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 Enable the Klaviyo Integration
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 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 Reward Customers for Providing a Review Through Stamped via Klaviyo Through Your Loyalty Program
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
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
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 Send a Coupon Code to a Referred Friend using Attentive Journeys
How To Enable the Attentive Integration
Fivetran 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
Performance Overview
Reports
Top Advocates Report
Account Credit or Points Statement Export
Exporting Reports from Friendbuy
Emails Report
Advocate Rewards Report
Purchases Report
The Channel Analytics Dashboard
Friend Incentives Report
Understanding the Codes Report
Dashboards
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
- Referral Campaign Management
- Widgets
- How to configure your Terms & Conditions
How to configure your Terms & Conditions
Updated
by William Harper
Overview
The Terms button on your widget is designed to link your widget to a Terms & Conditions page that's hosted on your website. In this help article, we'll talk about best practices to set up your Terms & Conditions
Host your Terms & Conditions on your website:
- Navigate to 'Settings' > 'Account'

- Under 'Terms and Conditions URL', enter your Referral Program's Terms and Conditions are hosted on your website.

- Click 'Save Changes' at the bottom of the page, and the 'Terms' link in your widgets and emails will now be automatically updated and ready to go!

Sample Terms & Conditions for your Referral Program
The following example is meant to help you create your own Terms & Conditions for your referral program. This is a guide only. We are not lawyers ( phew!), so you will need to craft your own T&Cs to explain how your program works.
Please host your program’s Terms & Conditions on your website on a friendly URL such as www.acmewidgets.com/referral-terms.
Terms & Conditions [SAMPLE ONLY]
ACME Refer-a-Friend Program Terms & Conditions
As a Refer-a-Friend member (a “Referrer”), you are subject to ACME’s Terms of Use and ACME’s Privacy Policy (both available on our website), as well as the following additional Terms & Conditions for ACME’s Refer-a-Friend program:
- Qualified Referral. A Qualified Referral is defined as a purchase madeat www.ACME.com by a person (a "Referred Customer") who arrives to our website by clicking your Refer-a-Friend program link. You are limited to one Qualified Referral for each Referred Customer; in other words, additional/repeat purchases made by a Referred Customer are not counted as additional Qualified Referrals.
- Referred Customer. The Referred Customer and the Referrer cannot be the same person (for example, by using a different email address).
- Referral Rewards. For you to earn referral rewards as a Referrer, the Referred Customer must complete an order greater than $25 in total value, minus all fees including taxes, discounts, shipping, returns, chargebacks, fraudulent payments, and/or other 3 rd party fees.
- Reward Payments. Rewards are payable in increments of $10. The maximum Qualified Referrals earned per calendar year may be no more than 50 Qualified Referrals. As a Referrer, you are responsible for any and all tax liability resulting from Referral Rewards.
- Eligibility. Eligibility is limited to individuals only. ACME’s Refer-a-Friend Program cannot be used by businesses for affiliate lead generation as determined in ACME’s sole discretion. (Corporations are not people, my friend!)
- No Spam. You must comply with all up-to-date “SPAM” laws. For example, emails must be created and distributed in a personal manner and bulk email distribution is strongly discouraged. Any distribution of your referral link that could constitute unsolicited commercial email or "spam" under any applicable law or regulation is expressly prohibited and will be grounds for immediate termination of your account and exclusion from ACME’s Refer-a-Friend program.
- Right to Close Accounts. ACME reserves the right to close the account(s) of any Referrer and/or Referred Customer and to request proper payment if the Referrer and/or Referred Customer attempts to use the ACME Refer-a-Friend program in a questionable manner or breaches any of these Terms & Conditions or is in violation of any law, statute or governmental regulation.
- Right to Cancel Program or Change Terms. ACME reserves the right to cancel the Refer-a-Friend Program or to change these Terms & Conditions at any time in its sole discretion. Any unclaimed referral rewards will be forfeited at that time.
Remember, the above is provided merely as a template to get you started. Your program terms must and should be quite different. Here are some helpful questions to consider as you create your own Terms & Conditions:
- Will you have a minimum purchase amount for a Qualified Referral?
- Will you offer rewards for subsequent purchases by a Referred Customer?
- Will you have a maximum earned amount per year?
- Does the Referred Customer have to be a “new” customer – i.e. they’ve never bought from you before?
- Will you disallow referrals to come from within the same household as the Referrer?
- Will you restrict Qualified Referrals to purchases completed on your website, or will you accept referrals over the phone or in person?