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
- Analytics & Reports
- Performance Overview
- Understanding the Performance Overview
Understanding the Performance Overview
The performance overview is a great way to get a grasp on how your referral program is performing--and to help find areas of improvement to increase the success of your program. We'll be covering the three different reports under the Performance Overview :
In all reports by default, the date interval is By Month, and the date range is set to the Last 12 Months. You can use the dropdown menus to select a different date range as needed.
You can also filter the data by including or excluding different Campaigns or Widget Placements by using CMD if on Mac, or Alt if on PC.
Program Summary
Referral Revenue | The total referral revenue generated by referred friends via a Referral Link (PURL) |
Total Revenue | The total revenue generated by your company |
% of Total Revenue | The percentage of total revenue generated through the referral program |
Referred Purchases | The number of purchases generated through the referral program |
Total Purchases | The total number of purchases generated by your site |
% of Total Purchases | The percentage of total purchases that are coming through the referral program |
Referral AOV | The Average Order Value of purchases coming through the referral program |
AOV | The Average Order Value for all purchases |
Funnel Metrics
Widget Views | The number of total impressions of Advocate share widgets |
Shares | The number of times an Advocate shares through the referral widget |
Share Rate Shares divided by Widget Views | The percentage of Advocates who share after viewing the widget |
Clicks | The total number of clicks on referral links (includes clicks from email, social, and referral link shares) |
Sign Ups | The number of sign ups/account creations coming from a referral Note: only applicable if you are tracking sign_up as a conversion event |
Sign Up Rate Sign Ups divided by Clicks | The percentage of Referred Friends who click on a referral link and sign up / create an account on your site Note: only applicable if you are tracking sign_up as a conversion event |
Purchases | The number of purchases generated by Referred Friends |
Conversion Rate Purchases divided by Clicks | The percentage of Referred Friends who convert after clicking on a referral link |
Revenue | The total referral revenue generated by Referred Friends, including the discounts that are applied by the referral offer |
AOV | The Average Order Value for referred purchases |
Email Metrics
Email Shares Applicable to the Share Email only | The number of times a Referral Offer is shared by an Advocate via email. Counted when the advocate clicks the 'Share Email' CTA on a referral widget |
Reminder Emails Sent Applicable to the Reminder Email only | The number of Shared Emails that got resent to the Referred Friend as a reminder Note: A reminder Email gets sent to the Referred Friend only if the Advocate has checked the box to resend their friends a reminder email in 3 days. If the original email results in a rewardable conversion for the friend within 3 days then the reminder email is not sent. |
Recipients | The number of recipients that are added to the ‘To’ field of the referral widget per share, counted when the email is sent For example: if the Advocate shared via email with 3 friends, it will be considered as 1 share and 3 recipients |
Delivered | The number of emails reported successfully delivered by the email provider |
Delivery Rate Emails Delivered divided by Recipients | The percentage of emails delivered successfully out of all emails that attempted to be sent |
Unique Opens | The number of referred friends who opened the Share (or Reminder) email For example: If the same email is opened 5 times by the same Referred Friend, it will be counted as 1 Unique Open |
Open Rate Unique Opens divided by Emails Delivered | The percentage of unique emails that were opened out of all emails that were successfully delivered |
Total Clicks | The total number of times Referred Friends click through a Friendbuy referral link in a Share (or Reminder) email Note: clicks on non-Friendbuy links are not counted. (Example: merchant homepage, terms of service, etc) |
Click Rate Total Clicks divided by Emails Delivered | The percentage of total clicks made by Referred Friends, out of all emails that were successfully delivered |
Unique Clicks | The unique number of Referred Friends who clicked on a Friendbuy referral link in a Share (or Reminder) email For example: if a referred friend clicked on the same referral link 4 times, it will be counted as 1 Unique Click Note: clicks on non-Friendbuy links are not counted. (Example: merchant homepage, terms of service, etc) |
Sign Ups | The number of sign ups made by Referred Friends who clicked on a Share (or Reminder) Email Note: only applicable if you are tracking sign_up as an event |
Sign Up Rate Sign Ups divided by Total Clicks | The percentage of sign ups out of total clicks |
Purchases | The number of purchases made by Referred Friends who clicked on a Share (or Reminder) Email |
Conversion Rate Purchases divided by Total Clicks | The percentage of Referred Friends who convert after clicking on a Share (or Reminder) Email |
Revenue | Total revenue generated by Referred Friends who have clicked and purchased because of a Share (or Reminder) Email |
Unique Clicks: March 29th, 2021 around 9:15am PT
Unique Opens: October 23rd, 2020
Filter by Campaigns and Placements: November 13th, 2020.