Referral Program with ActiveCampaign

Voucherify and Active Campaign

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

In this section:

1

Integrate ActiveCampaign and Voucherify

2

Build a referral campaign

3

Create referral notifications via ActiveCampaign

Integrate 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 (mandatory). 
  • Optional fields:
    • 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 > Event Schema and add the respective configuration. Please note that your application must track an event describing a moment of conversion once you approve a new customer as a referred person. Event data need to be sent to Voucherify API to trigger 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). The manager adds a once per customer rule by default. As a result, each new customer can redeem referral codes only once. You can edit the default rule and add more limits 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. Creating a tier is always a three-step process:

1. Criteria

  • Reward every time the referee redeems the referral code or performs a custom event.
  • Reward for a minimum number of referral code redemptions or custom events.

Tier creation

When you set a minimum number of referrals, you can also build advanced limits based on customer segments. Segments enable you to limit rewards to a group of customers who meet segment criteria. 

2. Rewards

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

3. Notifications

Next, you can create notifications for the tier and notify your customers about the assigned reward. If you don't want to create a different notification for each referral tier, you can skip notifications for now with Done and add them in the next step.

Create ActiveCampaign notifications

Lastly, you can add notifications that send automatically published referral codes or referral rewards. 

In this stage, you need to implement a channel via which you want to notify a referrer about the reward. Let's choose ActiveCampaign 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 add metadata to your program, and finally set it live. 

Your codes are ready for action. Visit our guide to learn more about referral campaigns.

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). Go here to learn more about publications.

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