One-sided referral program
- Launch a one-sided referral program.
- Use gift card credits as a reward*.
- Add tiers to the referral program.
- Add referral notifications.
*You don't have to launch a separate gift card campaign as Voucherify offers built-in gift cards available for all customers in Voucherify.
Before launching your referral program, you may want to learn the basics of running effective referral campaigns with Voucherify.
Build a referral program
To launch a referral program, go to the Campaigns tab → Create a Campaign (plus → Referral codes.
First, name your campaign. Here, you can also state how many codes you'd like to generate and whether your campaign should run in an auto-update mode which will ensure that new codes will be automatically generated if you run out of the original referral codes.
Also, you may set the optional code redemption limit which in the case of referral campaigns is set to unlimited by default.
Finally, you may customize the code pattern.
By allowing customers to join the campaign only once, you ensure that each customer is going to receive only one referral code.
Next, establish the timeframe of your campaign. If you do not select the end date of your campaign, it is going to run forever and would have to be stopped manually.
Remember that time limits can motivate your referrers with a sense of urgency and scarcity.
In the 3rd step, you are going to define the workflow of your campaign (the conversion event and type).
The conversion event (event triggering a referral reward) is going to be a referee redeeming the referral code.
You want to rewards only the referrers – choose a single-sided referral program.
In the next step, you will not be able to choose a reward for the referees as you are running a single-sided referral campaign. In this section, you can add validation rules to the referral code redemption, e.g., only referees who order at least two products with the referral code will be counted as successful referrals.
You can model the desired redemption circumstances, e.g. state that only customers from a given customer segment can redeem code and therefore become the referees.
As we're launching a simple campaign, we are only going to establish only one validation rule – code will be redeemable only once per customer.
Choose referral rewards and add tiers
In the next step, design the rewards for referrers. You may create just one tier, such as 10 gift card credits for each referral code redemption. Or launch a more gamified program, e.g., 10 points for 1 redemption, 25 points for two, and 50 for 3.
We want to show you how to recreate the latter using tiers:
1. First, name your tier and define rewarding criteria – in order to get the reward prescribed for this tier, a referrer's code has to be redeemed once.
Here you can also add custom filters to limit who a referee is in your program, e.g., you can launch this program only for Canadian customers or customers who joined your brand in May.
2. Next, define the reward. We want to add credits to the gift card balance. You don't have to create a new campaign for gift cards. Why? Because Voucherify comes with a Predefined Gift Cards campaign which is automatically assigned to all your customers in Voucherify.
Finally, you can create notifications to customers about each referral tier they've achieved. This is an optional step but we highly recommend creating notifications to let your customers track their progress effortlessly.
You can choose between multiple channels such as SMS, Email, ActiveCampaign, Braze, Webhooks, and more.
Here's an example of an email notification that you can create:
This tutorial is not going to show the distribution of referral codes. If you want to learn more about messaging and Voucherify, go here.
Repeat this step for two other tiers:
- Tier 2: Two redemptions – 25 points.
- Tier 3: Three redemptions – 50 points.
In the 6th step, you can optionally add metadata for improved tracking and integration.
The final step of the campaign creator is the summary view of the campaign. Make sure that the campaign workflow suits your needs.
Save your campaign. You've just created a one-sided multi-tier referral program with notifications.