The Referral Campaigns help acquire new customers by having existing customers refer their friends and contacts to visit your store. You can configure your referral campaigns in such a way that you can reward both the referrers (the existing customers who had provided the email IDs or phone numbers of their friends) and the referrals (the friends of existing customers to whom the invitation to visit the store had been sent) when the referrals enroll into your loyalty program or make transactions..

Creating Referral Campaigns

To create referral campaigns, do the following:


1.On the Campaigns Dashboard, click the + New Campaign button.


2. When you click the +New Campaign button on the Dashboard page, the following screen appears.


3. In the New Campaigns screen, do the following: 

  1. From the Campaign Type list, select Referral
  2. In the Campaign Name box, type a name for the new campaign.
  3. In the Description box, type a short description about the current campaign.
  4. In the Valid Between box, using the Calendar option, enter the start date and end date of the campaign.
  5. In the Campaign Objective box, select the objective from the list of drop down provided. See figure below:


The table below describes each category:

Category
Values
Help Text
Acquisition
General
Acquire new transacting customers from a given acquisition channel

Referal
Acquire new transacting customers through referrals by existing customer                                            
Delight
Birthday/Anniversary
Delight customers with incentives around life events to encourage them to transact by redeeming points or coupons

Feedback/Survey    
Delight customers with incentives and encourage them to take a survey or provide feedback

Informational
Customer Joinee Program
Encourage new loyalty customers to know more about the program benefits and the brand. Increase in repeat purchase frequency and LTV

Store Opening (Awareness)
Inform customers nearby about a new store opening to boost transactions at the store

Product Launch
Inform potentially interested customers about a new product launch to boost sales for the newly launched product

Season/Arrivals
Inform potentially interested customers about new collections/stock in the stores to boost sales

Brand awareness, Informercial
Brand building exercise and information sharing with customers to increase overall customer engagement with the brand

Promotional
Up sell
Promotional campaign to encourage people to buy higher volumes of the same SKUs - higher count per SKUs

Cross-Sell
Promotional campaign to encourage people to buy different SKUs - higher count of unique SKUs

Sales Booster
Promotional campaign to encourage people to buy more - higher ABS and ABV
Miscellaneous
Heavy Discount Sale (includes EOSS)
Boost sales during any heavy discount periods including festivals and EOSS

Frequency Enhancer
Encourage lower frequency visitors to transact more frequently

Lapsation
Reactivate lapsed customers and encourage them to transact"


6. Choose when to incentivize the referrer: after the end of the campaign or when the referrer satisfies a criterion. 

Select other additional options:

  • Select Disable Test-Control to include all the customers eligible for this campaign. (Normally every campaign will have a control group (for example 10% of the eligible members who are randomly selected) to whom the marketing communication is not sent. The control group is essential to measure profits.)
  • Select Make Default for POS to make this campaign as the default in PoS. When you enable this option, also choose how to send the referrals (by email or SMS).
  • Select Invite Registered Customer to invite referrals who had already registered. 
  • Select Register Customer Online to enable registering customers online using the Social App.

3 . Select the ROI report type.

4 . Click Create Campaign. After saving the Campaign, you need to configure the SMS or Email message.


Configuring SMS Messages

  1. Create the text message using the available tags. 


  1. After creating the message, click Review and Save
A Review screen appears.
  1. Click Save after reviewing the message.

Configuring Email Message

  1. Select a template from the available template list.
  2. Click Edit Message to customize the content of the message.
  3. After creating the message, click Review and Save. 

A Review screen appears.

  1. Click Save after reviewing the message. 

Configuring Reward Settings

In the Rewards Settings page, define the rewards for both the referrers and the referrals. Click Incentives to Referrer to define the rewards for the referrer - the existing customers who had provided the referrals (the email IDs or phone numbers of their friends). Click Incentives to Referee to define the rewards for the referees - the friends of existing customers to whom the referral had been sent.

Incentives to Referee

Referees are the friends of existing customers to whom the referral had been sent. In Actions, define whether you want to reward the referee for registering to the loyalty program or on completing a transaction in the store.

Incentives to Referrer

Referrers are the existing customers who had provided the referrals (the email IDs or phone numbers of their friends). In Actions, define when to reward the referrer (when their friends register or complete a transaction). You can also choose the number of registrations or transaction that have to be done before you reward the referrer.

Configuring Coupons

After configuring reward settings, attach the coupons to the referral campaign. See Configuring Coupons for more information.