- All Categories Customer Service Portal
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
Customer Service Portal
How do I check the status of a referral?
The best way to locate this information would be by looking at the ‘Shares’ tab in the Customer Service tool. Follow these steps to find out the status of a referral an Advocate has made: Click ‘Cust…
How to Manually Add or Remove Credit / Points to a Customer's Account
Overview. This feature allows you to view a summary of total credit a customer has earned, as well as the ability to manually add credit to their account as needed. Note : This feature is only availa…
Why was my customers reward rejected?
Overview. One of the most common questions you may receive from your customers using the referral program is "Where is my referral reward?" In this help article, we'll be talking about how you can fi…
The Referred Friend put in their email address but didn’t get their coupon code. How do I find this?
This can be a fairly common question that arises if a customer’s inbox sent the coupon code email into their spam, and wasn’t able to easily find it. Luckily, this is another easy find using the Cust…
Resend Reward Email
Overview. Resending an Advocate Reward email or a Friend Incentive email is helpful when users cannot find their reward email, or if they're experiencing issues with the reward that was sent to them.…
Override a Rejected or Pending reward
Overview. Advocate Rewards and Friend Incentives may get rejected in cases where the customer failed the fraud check(s), or if they may not be eligible due to not passing the business rule(s). This t…
How to Search for a Customer Profile
Customer care representatives can use the Customer Service Look Up feature as a tool to find customer info quickly and efficiently. Use the search functionality to look up a customer profile and view…
How to create a Manual Referral
Overview. There are a few reasons why a conversion may not be tracked within the platform, such as a user switching between devices before making the purchase, or a dropped cookie. When a customer re…
Why didn't the Advocate receive a Reward for a successful referral?
This is a common question that can have a few different answers! Let’s start off by navigating to the ‘Customer Search Tool’ Click ‘Customer Service’ on the left-hand menu. Enter in the Advocate’s em…
Reasons for Rejected Advocate Rewards and Friend Incentives
Overview. Whenever looking into the reporting for either your Advocate Rewards or your Friend Incentives, you may come across different rejected reasons as to why the customer was not able to receive…