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
- Best Practices
- Friendbuy Referral Emails
Friendbuy Referral Emails
Updated by William Harper
Friendbuy enables sending four unique transactional email types. Templates can be created and designed within the “Emails” section, and then assigned to the desired referral campaign. General information about each type of email can be found here, while specific how-to instructions are available in this article.
Advocate Share Email
The email a referred friend receives when an advocate enters their friend’s email address in a share widget. The email presents as coming from the advocate and acts as an introduction to the merchant’s product or service while usually containing a customizable message from the advocate encouraging the friend to become a customer. Advocates will also have the option to trigger a reminder email if the friend hasn’t completed the reward trigger (purchase, email signup, etc) within 3 days.
Best practice is to reference any pertinent discount in the header of the email, and a note from the advocate (usually pre-formatted) in the footer. Also make sure to include both the incentive and name of the advocate within the subject line.
This is possibly the first interaction a friend will have with your brand, so it is important to include strong brand (or product) imagery in this email, and to also include references to the incentive within the text in case they do not have images enabled by default. If there is a longer average consideration period, this email may also serve as a reference point, so having a noticeable CTA button that includes the incentive is recommended.
Do not include your company’s navigation header or social footer links so it is easier to establish attribution when the friend makes a purchase.
Friend Incentive Email
The email a referred friend will receive containing their incentive as part of the referral funnel. Depending on how the referral campaign is set up, the email may be received before or after the friend completes the referral funnel.
Since this may be the first email the referred friend is receiving from your company, images may not be enabled by default. Because of this, make sure to call out the offer in the text and not only in the hero image. If there are any restrictions or minimum purchase amount required this should be mentioned in the body of the email. Include the company name in the subject line and use email best practices to avoid being marked as spam.
Keep this email simple with only a single CTA. Again, avoid including your company’s navigation header or social footer links. This makes it easier to establish attribution when the friend makes a purchase.
Advocate Reward Email
This is the email an advocate will receive containing their reward after one of their referred friends has successfully converted through the referral funnel. This conversion will depend on the reward trigger specified in the campaign. Note: an advocate will not receive the reward email until after any reward delays, so if there is a long delay for your rewards make sure that is communicated upfront on your advocate widgets.
Best practice is to reference the reward within the header of the email. If there are any restrictions, expiration dates, or minimum purchase amounts required for the reward this should be mentioned. If the reward is custom and the advocate will need to follow specific instructions to redeem, make sure those instructions are clear. If using tiers, best practice is to remind the advocate of the next tier available.
Advocate Thanks for Sharing Email
The email an advocate will receive thanking them for participating in the referral program. It is sent after the first time an Advocate refers a Friend through email and typically includes the Advocate’s unique referral link (PURL). Though not necessary for the referral flow to function, we recommend including it as sending the advocate their PURL encourages repeat sharing behavior.
As seen in the formatting example above, the body of this email should contain a general description of the referral program, what triggers the advocate reward, as well as the referral link for later use. If there are tiers the advocate can work towards they should be mentioned, as this may be their first share. If your customer base isn’t very tech savvy, consider including instructions on how to copy and share the referral link. If you have a FAQ on referral, or an advocate dashboard, you may want to provide links.
Questions? Reach out to your dedicated Customer Success Manager or email us at support@friendbuy.com.