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
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
Workflow Recipes
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 Enable Friendbuy's integration with Recharge
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
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
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
- Integrations
- Workflow Recipes
- How to Leverage Friendbuy with Kustomer
How to Leverage Friendbuy with Kustomer
Updated
by Samantha Samuels
How to Leverage Friendbuy with Kustomer
Leverage Friendbuy with Kustomer to trigger a prompt to refer a friend after a customer has a positive experience with one of your Customer Experience Representatives.
Setting this Up Within Kustomer
Step 1: In your Kustomer account, navigate to Settings

Step 2: Type in Satisfaction in the search bar and click on the word in the dropdown

Step 3: Toggle on 'Satisfaction for Email' and 'Satisfaction for Chat' so you can setup these triggers when a CX rep interacts with a customer via Email or Chat

Configure Your Email Reply Template
Step 1: Navigate to Email Templates on the left-side menu

Step 2: Click Add Template

Step 3: Name your Template and then choose Email Auto Response from the Template Type dropdown. Then, click Create

Step 4: Customize your template

Configure Your Business Rules
Step 1: Type in Business Rules in the search bar and click the word in the dropdown

Step 2: Click Add Rule

Step 3: Name the Business Rule, Example: Friendbuy Prompt Referral

Step 4: Set the trigger for when the referral prompt email is sent to the customer. Under the Conversation Updated dropdown, choose All Updates and then Marked Done from the dropdown.

Step 5:Step 5: Set the following conditions: Conversation ; Satisfaction Rating; Changed From; Was Not Set; Is Greater Than or Equals; 4

Step 6: Select Action Type Send A Message

Step 7: Select Email in the channel dropdown

Step 8: Select Friendbuy Referral Template from the Email template dropdown

Step 9: Choose a 'From' email address to determine who the email will be sent from

Step 10: Configure the message you want to send to the customer after they've provided a positive satisfaction score

Step 11: Once the business rules are configured, toggle the business rule ON. Toggle should transition from grey to blue.

Here's An Example of the Flow In Action
Step 1: Customer receives a message from CX rep

Step 2: Customer responds to the email

Step 3: CX rep marks the conversation as Done in Kustomer

Step 4: A survey email is triggered to gauge the customers' feelings about their experience conversing with the CX rep

Step 5: Customer provides a score of either 4 or 5

Step 6: Another email is triggered from Kustomer that lets the customer know about your referral program

Step 7: Customer clicks click here and is redirected to your referral landing page where they can start sharing.

FAQs
How come my survey is taking too long to send out?
By default, Kustomer will send out the survey 24 hours after the conversation is marked done. You can change this by going to the individual channel survey settings.
How come I’m only sending out one survey even though I have multiple complete conversations?
By default, Kustomer will send a customer a new survey every 24 hours. You change this by going to general survey settings.