Referral program with ActiveCampaign

Voucherify and Active Campaign

This guide assumes you have already connected your Voucherify and ActiveCampaign accounts. If not, please follow this guide to add integration.

In this section:

1

Integrating ActiveCampaign and Voucherify

2

Build a referral campaign

3

Create referral notifications via ActiveCampaign


Learn how to set up a referral program in Voucherify that automatically sends rewards to your customer profiles in ActiveCampaign.

Integrating ActiveCampaign and Voucherify

To successfully connect Voucherify & ActiveCampaign, you need to perform the following steps:

Provide ActiveCampaign API credentials in the Voucherify Integrations Hub. 

API credentials

Synchronize customers between ActiveCampaign and Voucherify. Choose which field (email or ID) will be used to identify users. 

Synchronize users

Add new fields in the ActiveCampaign account that will be populated with Voucherify data. You can create fields for the following data:

  • Code of the published voucher (already added). 
  • Publication date. 
  • Value of voucher. 
  • Customer cockpit URL.
  • Customer cockpit Preference Center URL.

Adding a field

These custom fields are going to be used for Voucherify reward codes and their details. 

You can define custom fields while opening a single customer profile in the ActiveCampaign dashboard. After the custom fields are attached to one of your customers, you can use them every time a new customer enters your database (there is no need to define these fields for each new customer from scratch). 

When the custom fields are ready, you can go back to Voucherify and build a referral program. 

Build a referral program

To begin with, you’ll need to run the Campaign manager with the plus (+). Choose a new referral program. 

New referral program

Program Details

In the first step, define program details such as:

  • Program name and category. 
  • Code settings (pattern, code count, redemption limits).
  • Auto-update campaign mode (enable/disable).
  • Customers allowed to join only once (enable/disable).

Timeframe

In the next step, define optional time limits

Referral Flow

In the third section, set up your referral campaign workflow.

Choose a conversion event (when a new customer is approved as a referred).

  • Referral code redemption
  • Custom event
To define custom events, go to the Project Settings and add the respective configuration. Please note that your application must store an event describing a moment of conversion once you approve a new customer as a referred person. It triggers a rewarding mechanism. If you need help on that, follow the step by step guide.

Next, choose the type of referral program.

  • Single-sided referral program (only the referrer is rewarded). 
  • Double-sided referral program (both the referrer and the referee get a reward).

Type of referral program

Referee Reward (double-sided program)

If you decide on a double-sided referral program, you need to define a reward for new customers (referees). It can be a discount code (percentage, unit, amount, free shipping), gift card credits, or loyalty points.

Below this section, you can see validation rules. Here, you can create validation rules attached to referral codes. They restrict redemptions made by new customers (referees), e.g., setting the minimum order value to 50$. 

Referrer Reward (Tiers)

Next, tell Voucherify when and how the referrer is rewarded.

To do so, you are going to build tiers. Each tier is a separate level in your referral program. 

Conversion event – Referral code redemption 

In the case of the reward schema based on referral codes redemption, choose from:

  • Reward every time the referee redeems the referral code.
  • Reward for a minimum number of referrals.

Tier creation

In the case of a minimum number of referrals, you can build advanced limits based on segments. For instance, you can decide that only referees from a specific location or a unique attribute count as successful referrals.

Next, define the reward for referrers. You can choose from digital and material rewards:

  • Discount coupon (amount, percentage, unit, free shipping).
  • Gift card credits.
  • Loyalty points
  • Physical product

Don't forget to click  Add Reward. Otherwise, the reward won't be saved. 

Tier creation

Conversion event – Custom Event

If you count referred customers (referees) based on the performed event, you can choose between:

  • Reward referrer every time the referee performs a specific action (custom conversion event).
  • Define the number of referees who need to perform a specific action to trigger a referrer's reward.

Additionally, if you expand advanced options, you can add more limits and rules that referrals need to meet.

Next, define the reward for referrers. You can choose from:

  • Discount coupon (amount, percentage, unit, free shipping).
  • Gift card credits.
  • Loyalty points
  • Physical product

Create ActiveCampaign notifications

Lastly, you can add notifications that are triggered by the referrer receiving a reward. 

In this stage, you need to implement a channel via which you want to notify a referrer about the reward. Let's choose ActiveCampaign from Integrations to attach rewards to referrers' profiles.

ActiveCampaign notifications

It's time to map reward attributes to custom fields added at the beginning to customer profiles in ActiveCampaign. As a result, when a customer qualifies for a reward, custom fields in his/her profile will include the reward and its details.

You don't have to remember added fields. When you click to map the Voucherify field, the manager will show you the list of all your custom fields from ActiveCampaign. Just choose the matching one from the list.

AC referral notifications

When the mapping is ready, and the action is defined, you can build more tiers, add metadata to your program, and finally set it live. 

Your codes are ready for action. Learn how to use Voucherify to share your referral codes and encourage more referrals.

Remember that each referral code needs to be published before new customers (referees) can use it. Publication means the process of assigning a referral code to a particular customer (referrer). You can perform this action either through Distributions in the dashboard (via ActiveCampaign integration) or programmatically via API.

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