Uber-style referral program

1. Create a custom event ( sign_up).
2. Launch a double-sided referral program.
3. Add referral notifications.

Reasons for Uber referral success:

• Their program is double-sided, so both referrers and new users get a good reason to try Uber at least.
• Rewards and incentives for new users are very attractive, as this free balance is usually enough to get a free ride.
• On top of that, Uber made referring smooth and easy. Rules and benefits are clear for both sides.

Add a new custom event

To start, you must add an event that defines sign-up to the Voucherify dashboard. Go to the Event Schema in your Project Settings.

After you define the event, open Campaign Manager and add a new referral program.

Create a double-sided referral program

In the first step, define program details such as:

• Program name (go here to find some inspiration for naming your campaign).
• Code settings (pattern, redemption limit).
• Auto-update campaign mode.

In the second 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 the time limits for vouchers here.

The third section lets you define the program structure and add referral codes with free credits that new customers can use during their first ride.

Choose a conversion event (when a new customer is approved as a referred) – in this program, a conversion event is a sign-up made by a new customer with a referral code. It means that if a new customer signs up, he/she will be counted as a referred customer.

Choose a double-sided referral program that rewards both the referrer and the referee. Then, go to the next step and define the reward for the referee (new customer).

Referral code gives new customers free balance to spend on their first ride. It means that redemption of referral code (while signing up) results in adding free balance to a gift card attached automatically to a new customer. Here's how it works step-by-step:

1. A new customer gets a referral code from the already registered user.
2. A new customer signs up with a referral code.
3. Redemption invokes adding free balance to a new customer's account, which is gathered on a predefined gift card.
4. Added balance can be used by a new customer to pay for a ride.

Choose gift credits as a reward for a referee and add a value of referral code. For example, new users who redeem the referral code will get 20$ loaded on their predefined gift card.

Every customer in Voucherify has a predefined gift card attached to their account. It's automatically added to each customer when they enter your database and the initial value of a predefined gift card is always 0.

Below the Referee reward section, you can see the validation rules for redemption of the referral code. Validation rules additionally enable you to restrict redemption of referral codes to one per customer. As a result, you can be sure that already-registered users won't use the code. To add a rule, click create and define the rule name.

Choose Redemption per customer in a campaign from the Budget constraints section and set it to one.

When referral codes are equipped with all necessary limits, confirm with save.

In the fifth stage of program creation, you need to define rewarding criteria and tell Voucherify when the referrer is rewarded. Choose the first checkbox to reward riders every time their referral code is redeemed (e.g., a new user signs up with their code).

Define the reward for referrers. It's going to be 20$ balance to spend on rides loaded on a customer's predefined gift card.

Add referral notifications

Lastly, in this stage, you can implement channels via which you want to notify a referrer about a reward (new balance on their predefined gift card).

You can choose from:

• HTTP callout (add specific URL for notification).
• Mailchimp or ActiveCampaign (Integrations).
• Email (the manager lets you design the message template).
• SMS (the manager lets you design the message template).

In the sixth stage, you can add optional metadata. 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 by saving and wait until the campaign is generated.