How to create sign-up forms and referral links?
Voucherify can automate communication with your customers at every stage of your referral campaign. Using the dashboard, you can create a referral campaign, dedicated customer touchpoints, and distributions with referral links. In this guide, we will show you how to build a complete referral experience for your customers.
Contents
Create a referral campaign
We will create an event-based referral program. A successful referral is defined by a custom event added in the Voucherify Event Schema beforehand.
Step 1: Add a custom event to Event Schema
First, add an event that will be triggered every time a new customer is approved as a referred person. Go to the Project Settings → Event Schema.
Choose Add event definition and add the name of your event. Please note that you cannot use blank characters in the event name. Providing the name is the only required step while adding a new event.
By default, the event will carry information about a customer and a referral code. If you would like to extend the event data with additional attributes, choose Add new property. As a result, you will be able to map these properties to custom fields in the signup form that we will create in the next step.
In the example below, a custom property (Login) has been added to the event schema. Each new property can be optional or mandatory and represents the following data types: text, number, date, date-time, or flag (true/false).
To confirm the added event, click Save. Then, go to the Campaign Manager to create an event-based referral program.
Step 2: Create a referral program with a custom event
First, go to the Home section -> Dashboard -> Create Campaign or the Campaign Hub section -> Campaigns -> Create Campaign.
Choose the promotion type – Referral Codes.
In the Campaign Manager, you need to go through the following sections:
1. Program size
Set mandatory details: campaign name and the number of referral codes. If you are unsure how many codes you are going to need, leave the auto-increase voucher count mode enabled; this way, new codes will be replenished automatically when needed.
In the remaining fields, you can add optional details and set a code's redemption limit. By default, redemptions per referral code are set to unlimited. You can read more details here. When ready, go to the Next step.
2. Timeframe (optional)
You can add a campaign timeframe (start and expiration date) and set more advanced time-related limits for referral code redemptions. Read more here.
3. Incentive workflow
First, set a Conversion Event and choose a custom event that defines a successful referral using the magnifying glass icon. It has to be the same event that was defined and added to your Event Schema in the 1st step.
Second, decide if you want to reward both referee and referrer (double-sided) or just referrers (single-sided).
4. Referee reward
You can add limits and rules for customers redeeming referral codes. By default, a validation rule, Redeemable Once per Customer in Campaign, is added to your referral codes. As a result, each new customer can make only one redemption in the whole referral program. If you want to change default validation rules or add more limits, click Edit.
Remember to confirm validation rules with Save if you decide to edit them.
Besides validation rules attached to the referral codes, in a double-sided mode, you need to choose a reward for a referee. The reward is attached to the referral code and will be triggered by its redemption. A referee's reward can be:
- a discount coupon
- gift card credits or
- loyalty points.
When ready, go to the Next step.
5. Referrer rewards
Choose Create tier to add rewards and limits for referrers. Tiers enable you to create different criteria for specific rewards.
Go here to learn more about tiers.
Creating a tier is always a three-step process (Criteria, Reward, Notifications).
- Rewarding Criteria
The referrer can be rewarded every time a new customer triggers a custom event or after a specified number.
The second option enables you to define how many times an event needs to be performed to trigger the reward. With Advanced options, you can define additional criteria for the referrer to meet to receive a reward.
When rewarding criteria are set, choose Next set rewards.
- Rewards
Add reward(s) that will be assigned to the referrer every time tier criteria are met. You can choose from the list of existing rewards using the magnifying glass or define a new reward on the spot using the plus icon. When a reward is added successfully, you can see it on the rewards list.
When rewards are added, click Next set notifications to continue.
- Notifications (optional)
You can design a message that notifies the referrer about the reward every time it is triggered. If you do not need to set notifications, you can skip this section with Done. Notifications for referees are set in the 6th step of the Manager.
When you confirm your tier with Save, you will see a list of already added referral tiers. Add all needed tiers and then go to the Next step.
6. Notifications (optional)
You can set automatic notifications to send referral codes and/or notify referees about successful referrals.
A message with a referral code will be triggered every time you publish a referral code to a referrer.
When notifications are ready, you can go to the Next step.
7. Metadata (optional)
You can assign custom attributes defined in the Metadata Schema to your referral campaign.
8. Summary
Lastly, you can see a summary of your referral campaign. Check the settings summary and confirm with Save.
When referral codes are ready, you can use your landing page for new customers to sign up with a referral code.
Invite users to join your referral campaign
Inviting referrers using referral links is a two-step process:
- Build referral links.
- Schedule distribution that publishes referral codes to referrers and sends referral links to referrers.
Build referral links and share them with your audience.
To build referral links, you need to use a URL from your landing page.
To build a referral link, use the following syntax: URL /your_alias?code=referralCode.
When a customer opens a referral link, a field for the referral code is filled automatically.
You can use referral links in Voucherify distributions and referral program notifications.
Schedule automatic distribution
If you would like to deliver referral links to specific customer segments or use an automatic trigger, use Distribution Manager and add referral links to the message template. When a message is triggered, Voucherify will automatically generate a new referral link and assign a code to the referrer.
A referral link can be added to the email template and direct customers to the sign-up form.
Read more about Voucherify distributions.
Referral program notifications
You can use referral links while creating referral notifications. To do so, go to the detailed view of your referral campaign and click the Edit tool.
Go to the 6th section (Notifications) to create messages with referral links triggered every time a new referral code is published to a user.
This type of distribution comes in handy if you use the API publish method to assign codes to your users. As a result, every time a publish method is called, a notification with a referral link is sent to the user to whom the code was published.