Referral program with ActiveCampaign

Before you start

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

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

To begin with, you’ll need to run the Campaign manager with the Plus.

and add custom fields in ActiveCampaign for Voucherify reward code and its details: You can define custom fields while opening a single customer profile in 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 campaign manager and configure program details. Let's go through each stage of the manager step by step.Firstly, add a new referral campaign.

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In the first step, define program details such as:
Click on the NEXT STEP when it's ready.

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In the 2nd step, define optional time limits - add a campaign timeframe, days of the week or recurring periods when referral codes are active (you can read about all time limits for vouchers here). When ready, go to the NEXT STEP.
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The 3rd section 'Referee reward' consists of the following steps:

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

1. If you want to define 'referred' customer based on referral codes redemptions choose the first checkbox.

2. You can also define 'referred' customers based on a custom event defined previously in your Project Settings, for example, 'customer_subscribed' event. As a result, if a new customer performs defined event he/she will be counted as a referred customer and the owner of the referral code used during the event gets new referred customer attached to his/her account.

Event Schema

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.

After you mark respective checkbox and define the conversion event, you need to choose a type of your referral program.

  • Choose between a single- or double-sided referral program

In the next step, you need to decide if the new customer (referee) and referrer will be rewarded - double-sided program, or if only the referrer gets the reward -single-sided program.

If you marked a checkbox with a single-sided referral program, you can go straight to the NEXT STEP.

  • In case of double-sided referral program - define discount for the referee (new customer)

If you mark a checkbox with a double-sided referral program, you need to define a reward for new customers (referees). It can be a percent, amount or unit discount code. When ready, click on NEXT STEP. 

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4th stage of the manager enables you to create validation rules attached to referral codes. They restrict redemptions made by new customers (referees). To add your rules choose CREATE  and Add a name for validation rules. If you need help with creating limits, visit this guide
Confirm the rules by choosing SAVE and go to the NEXT STEP.
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In the 5th stage of the program creation, you need to define rewarding criteria and tell Voucherify when the referrer is rewarded. 
Dependently on which conversion event you've chosen in the 3rd section, continue to one of the following sections:

1. Conversion event - referral code redemption

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

  • Reward every time referee redeems the referral code - every time referral code is used, the reward is triggered.

Remaining options, listed below, limit reward triggering to one per new customer. It means that referrer cannot get a reward two times if both redemptions come from the same "new" customer (referee).


  • Only first time referee redeems code AND the referrer customer segment is [choose one of your existing segments]. 

This option enables you to limit referrers who can apply for a reward to one of your existing customer segments.


  • Only first time referee redeems code AND the referrer customer segment is in NEW SEGMENT created below. 

This option enables you to build a segment that defines rewarding criteria. Typically, it's a segment based on the number of referred customers (segment of referrers who get the reward can have multiple rules and limits built with available filters).

When the respective checkbox is set, click on NEXT STEP and define the reward for referrers. You can choose from:

  • your existing campaigns (chosen campaign should be in auto-update mode!)
  • creating a new campaign of rewards from scratch

2. Conversion event - custom event

If you count referred customers (referees) based on the performed event, defined in the 3rd section, you can choose from:

  • Rewarding referrer every time the referee performs a specific action (custom conversion event).
  • Defining a number of referees who need to perform a specific action to trigger a reward for the referrer.

Additionally, if you chose the 2nd checkbox and expand ADVANCED options, you can add more limits and rules that referrer needs to meet to get the reward. 

For example, you can set that besides 2 customers needed to perform the chosen custom event with referrer's code, referrer has to have more than 2 orders made in your store so far to get the reward.

When ready, go to the NEXT STEP.

Choose a channel to deliver rewards.

Lastly, 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.

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 reward and its details.

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

When the mapping is ready and action is defined, you can follow to the 6th stage or choose to ADD TIER (the 2nd level of your referral campaign). What are 'tiers' and why do you need them? 


Tiers

Each tier is a separate level in your referral program. If you want to have different rewards or/and different rewarding criteria then tiers are what you need. For example, tier 1 can reward each referrer who refers at least 1 customer with $5 gift card; tier 2 can reward each referrer who refers at least 3 customers with 30% discount. 

There is no limit on a number of tiers, you can make multi-level referral programs with many rewards and custom rewarding schemas.

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In the 6th stage, you can add optional metadata attributes.
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The last stage of the manager shows you a summary of your referral program. You can see the overview and, in case you need to, go back to each step to set it up again. When all program details are ready, confirm with SAVE and wait until the campaign is generated.
That's it! Your codes are ready for action, learn how to use Voucherify to share your referral codes and encourage more referrals.

Note

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