Code Based Sharing

Connor Fotsch Updated by Connor Fotsch

Code based sharing allows you to provide a unique referral code to each Advocate, enabling accurate attribution of referrals and simplifying the referral process. Friends can conveniently apply these codes on the your site or app without the need to navigate through additional links or pages.

  • The referral code will be an alphanumeric string based on advocate name, or advocate email (For example: “sarah123”)
  • Referral codes are case insensitive
  • A specific referral code is redeemable once per customer

Set Up

  1. Referral Code Generation:
  2. API Interaction for Merchants:
    • Through an API call, Friendbuy will check the code validity status, and obtain Advocate and friend incentive information.
    • Include the referral code as part of the conversion event, like purchase tracking, signup tracking, or custom events.
  3. Setting Up Friend Incentives:
    • Select ‘Other’ for ‘How will you incentivize referred friends?’ to add custom incentive details.
    • Fill in the ‘Value’, ‘Amount’, and ‘Description’ fields as per your incentive structure.
    • 'Other' must be selected here for to move forward.
  4. API Trigger for Friend Incentive:
    • Select ‘API Triggered’ under ‘How should the incentive be triggered?’ when ‘Other’ is chosen for friend incentive.
  5. Tracking Referral Codes:
    • Navigate to AnalyticsDashboardsChannels page.
    • Find the new Share channel named “Referral Code” to track signups, purchases, and revenue.
Feel free to contact your Customer Success Manager or if you have any questions about setting up Code Based Sharing.

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