Referral program with signing up forms and referral links

Voucherify can automate communication with your customers at every stage of your referral campaign. Using the dashboard only, you can create a referral campaign, dedicated customer touchpoints, and distributions with referral links. In this guide, we're going to show you how to leverage the Voucherify dashboard to build a complete referral experience for your customers.

In this section:

  1. Create a referral campaign with a custom event defining a successful referral.
  2. Create a landing page to sign up with a referral code.
  3. Invite your users to join your referral campaign:
    1. Build referral links and share them with your audience.
    2. Create a dedicated landing page to share your codes via a signup form.
    3. Schedule automatic codes distribution.

Create a referral campaign

We're going to create an event-based referral program where a successful referral is defined by a custom event added firstly in Voucherify Event Schema. Later on, a dedicated landing page will trigger this event every time a new customer with a referral code successfully goes through the registration form.

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 and then, Event Schema.

Add a new custom event

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 (1). By default, the event will carry information about a customer and a referral code. If you'd like to extend the event data with new attributes, choose Add new attribute (2). As a result, you'll map added attributes to custom fields in the signup form that we will create in the next step

Add a custom event attribute

In the example below, you can see a custom attribute ( Login) added to the event schema. Each new attribute can be optional or mandatory and represents the following data types: text, number, date, date-time, or flag (true/false).

Edit custom event schema

To confirm the added event click  Save. Then, go to the Campaign Manager to run an event-based referral program.

Step 2: Create a referral program with a custom event

First, go back to the main view and run the Campaign Manager with the plus (+).

Run Campaign Manager

Choose the promotion type – Referral Codes.

Generate referral codes

In the Manager, you need to go through the following sections:

1. Program details:

Set mandatory details: campaign name (1) and the number of referral codes (2). If you're unsure how many codes you're going to need, leave the auto-update mode enabled (3) (new codes will be added automatically).

Referral Program details

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 codes redemptions. Read more here.

Campaign timeframe

3. Incentive workflow:

First, set a Conversion Event (1) and choose a custom event that defines a successful referral (2). It has to be the same event that was defined and added to your Event Schema in the 1st step

Incentive workflow

Second, decide if you want to reward both referee and referrer (double-sided) or just referrers (single-sided).

Referral Program type

After you decide who's rewarded, go to the  Next step.

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.

Validation rules for referee reward

Remember to confirm validation rules with Save.

Besides validation rules attached to the referral codes, in 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,
  • loyalty points.

Referee reward

When the value of referral codes is set, and validation rules are added, go to the Next step.

5. Referrer rewards

To add rewards and limits for referrers, choose Create Tier. Tiers enable you to create different rewarding 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

In the image, you can see that a referrer is rewarded every time a new customer triggers a custom event. 

Referrer reward

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.

  • 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 (1) or click Create new reward (2) to define a new reward on the spot. 

Referrer rewards

When a reward is added successfully, you can see it on the rewards list.

Reward confirmation

When rewards are added, click Next to continue. 

  • Notifications (optional)

You can design a message that notifies the referrer about the reward every time it's triggered. If you don't need to set notifications per referral tier (different message template for each tier), you can skip this section with Done and add notifications for your referral campaign in the 6th section of the Manager. 

Referrer notifications

When you confirm your tier with Done, you'll 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 (1) and/or notify about assigned reward (2). 

Referral notifications

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 Metadata Schema to your referral campaign. 

Referral metadata

8. Summary

Lastly, you can see a summary of your referral campaign. If everything is fine, confirm with Save.

Referral summary

When referral codes are ready, you can create a dedicated landing page for new customers to sign up with a referral code.


Create a landing page to sign up with a referral code

Go to the Landing Pages section in your dashboard (1) and click the plus (2) to add a new landing page.

New landing page

Select a landing page goal (Successful Referral) and then, click Create.

New type of landing page
Landing page type

Step 1: Landing page settings

In the Creator, start from the landing page settings:

  • Name of your landing page.
  • Description (optional).
  • Source Id (by default, it's customer email address).
  • Landing page settings
  • Double opt-in (enabled by default).
  • Double opt-in
  • The crucial part is to set a Custom event schedule. Below the double Opt-In section, you need to add a custom event that will be triggered after submitting the form. It needs to be the same event that is set as a conversion event in the referral campaign.
  • Custom event schedule

The remaining settings enable you to design your landing page (add logo, colors, and font).

Other settings

When the Settings are ready, go to the Elements tab and edit the Form.

Step 2: Sign-up form

When you enter the  Fields settings, you can modify the default signup form. Decide which fields are mandatory and visible for users. 
One of the mandatory form fields is for a referral code. If a customer enters a landing page using a referral link, the field for referral code will be filled automatically (it can be hidden).
Moreover, you can add new fields to your form that will be added as metadata to the triggered event.  
Fields custom events

As every event tracks customer data by default, you can map added fields to both event or customer metadata (2). Please note that custom attributes used in the form have to be added firstly to your Metadata Schema (customer's metadata) or Event Schema (event metadata)(1).

Custom events in landing pages

When the form fields are added, you can go back and define the remaining form details.

Other form details

Step 3: Final design 

Next to the form settings, you can add and design the following landing page elements:
  • Banner.
  • Bottom call to action.
  • Footer.
  • Logo bar.
  • Promotion rules.
  • Rewards container.
  • Share links.
Referral Campaign LP design
When the main page is ready, remember to set up and design the remaining landing pages displayed to a customer after submitting the form:
  1. Successful status informs a customer that the form was submitted.
  2. Failed status is displayed to a customer if the form submission fails.
  3. Double Opt-In informs customers about required confirmation due to the enabled double opt-in. 
Pages
When all landing pages are ready, confirm with Save. Now, you can release your landing page and build referral links. 

Step 4: Landing page release

Choose Release (1), customize URL (3) and Set it live (2). Confirm release with Set (4), and from now on, your sign-up landing page is available online. 


Invite users to join your referral campaign

You can use the Voucherify dashboard to invite users to your referral campaign: 

  1. Build referral links.
  2. Create a dedicated landing page.
  3. Schedule distributions to share referral codes. 

To build referral links, you need to create a Successful Referral landing page in your Voucherify dashboard. Go back to the previous section to read step-by-step instructions.

Successful landing page

To build a referral link, use the following syntax: URL /your_alias?code=referralCode.

  • Exemplary landing page URL: voucherify.io/landing-pages/ella-referral-signup
  • Exemplary referral link: voucherify.io/landing-pages/ella-referral-signup?code=DdgdsNrZ

When a customer opens a referral link, a field for referral code is filled automatically.

New code

You can use referral links in Voucherify distributions and referral program notifications. 

Schedule automatic distribution

If you'd 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 code to the referrer. 

Here's an example of a segment-based distribution that delivers referral codes to every new customer in the chosen segment.

Distribution Manager

A referral link can be added to the email template and direct customer to the sign-up form.

New referral link in the message templateEmail example

Read more about Voucherify distributions.

Referral program notifications

You can use referral links while creating referral notifications. Go to the detailed view of your referral campaign and click the Edit tool.

Edit the referral program

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 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 a user that the code was published to. 

Referral notifications

You can also publish referral codes manually using the dashboard or via a dedicated landing page.

Go here to read more about publishing codes to your users.


2. Publish referral codes via landing page

In the Landing Pages section, you can create another customer touchpoint with a customized form that publishes referral codes to your users. 

Publish codes landing page

Go here to see a detailed setup

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