Referral program for a pub

1
Add products to Voucherify (craft beer). 
2
Create a referral program.
3
Design and publish a landing page.
4
Launch code distribution.

Referral pub diagram

If you decide to base your campaign on cart content (products), you can upload the ones that will be discounted to Voucherify via API or Dashboard. If you don't want to upload particular products to Voucherify, you can build your campaigns with the use of metadata for some product categories which will be passed and checked during the validation and redemption of a promo code.

Upload products

To start, create a product you would like to promote and sell – in your case, it’s a craft beer. To do that, select the Products tab from the list of your left and then the + icon in the right corner. Provide the name, price, and source id of the product. 

adding new product

Note that you may add optional attributes to your products that are going to be the basis for building SKUs. For instance, a T-shirt can have a size attribute. Next, based on the size attribute, you may create two variations of the same products – e.g., small and medium T-shirts. Visit this tutorial for additional information on SKUs.

Create a referral campaign

After choosing the referral campaign, in the 1st step, you will be able to provide some general details on your campaign (name, number of vouchers, etc.) and customize your code pattern. For instance, you can put BAR at the beginning of each referral code.

code pattern

Next, decide on the timeframe of your campaign. 

Please note that in the second step you can set your campaign to be valid on specific days only. You will be able to select not only the start and end date but also more specific details like validation on particular days when your sales decrease. Once ready, go to the next step.

timeframe

In the 3rd step, establish the incentive workflow. Let's create a single-sided referral program (reward only for the referrer) and use the referral code redemption as the conversion event. 

Incentive workflow

In the fourth step, you will see the validation rules

Here you can set more precise rules, e.g., under Order structure, you can choose Contains product and select Craft beer – thanks to that only customer who buys your craft beer will be counted as a successful referral, triggering a 10% discount for the referrer. Additionally, we've chosen one redemption per customer in order to bring you more customers and not allow more redemption to one customer. 

order structure val rule

redemption limit val rule

In the remaining steps, select the reward for the referrer – 15% discount for the craft beer. You can create the reward on the spot or come back to create a separate coupon campaign that is going to act as rewards in this referral program. 

Set up optional notifications and see the summary of your program. Hit Save when it's ready. 

Design a landing page

Move on to designing the landing page. The landing pages are connected to your account so you can access the information about your customers from your Voucherify dashboard. Moreover, a landing page is assigned to a specific campaign. Thanks to that, you can monitor each redemption from your landing pages. 

The most important element is the Form section (under the Elements tab). Here you are able to customize form fields and get only the necessary information from your clients. 

Now, go to Project Settings. Under the Marketing Permissions, you will be able to create your own opt-in consent that will be visible on the landing page. It is important to remember that in accordance with the GDPR, consent has to be opt-in which means that it should be freely given and that neither pre-checked boxes nor customers’ silence is equal with consent for personal data processing. Here you may fill in all the details of the consent (name, category, and description). These details will help you find, categorize, and group them effortlessly. After creating your first consent, you will be able to see it in the field below the Opt-in Consents form.

To learn more about communications and GDPR in Voucherify, go here.

Send referral codes to customers

The next step in your referral program is the set up of a distribution. Here, you are able to create customized messages to be sent to your customers with QR codes or promotions.

Pay attention to the second step as here you choose what type of message you would like to send – "Send unique codes from a campaign" and enter the name of the campaign you would like to connect it to.

distribution

Please note that in the fifth step, you are able to customize the email template that will be sent to your customers.

email

In order to redeem a QR code or get a discount, a bartender can use our mobile app to scan the code.

Learn more about Voucherify mobile app here.

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