Referral Campaign
Learn how to reward customers for referring their friends to your store.
Any incentive offered to customers who actively promote and refer others to a brand is known as a “referral reward”.
The Effects of Referral Rewards
1. Customers are more likely to purchase when a friend recommends it to them.
2. Customer referrals increase trust.
3. Customer referrals are a great way to get more customers at a low cost.
Please note that before proceeding, you must have installed and activated the WPLoyalty PRO plugin. It is important to note that the below discussed "Referral Campaign" requires the PRO version.
Creating a Campaign
It is about rewarding your customers for purchasing a product by referring their friends to your store.
The following points will show you how to create a Referral Reward
1. Please go to your WordPress dashboard.
2. Go to WPLoyalty-> click campaign-> click create new campaign
3. You can see different types of campaigns to reward customers.
4. Choose Referral Reward.
In the next screen, please fill in the campaign options
Campaign Options
Title - Title for the campaign. For example: Refer your friends and earn 100 Points
Description - A description of your referral campaign. For example: Get 100 Points by referring your friend and your friend will 150 Points
Existing Customer:
Choose the type of reward :
It is about providing a reward to your Existing customer for referring a new person to your store. The rewards can be provided either in Points or through a Coupon reward.
Point Reward Type
Fixed points:
If you are choosing fixed points, you have to set the points to be earned by the campaign.
For example, 100 points will be selected to reward a Existing customer.
Percentage based on subtotal:
If you are choosing a percentage based on subtotal, you set the points to calculate the percentage.
Example: 10%. So, if new customer spends $100, then Existing customer will be awarded 10 percentage of $100, which is 10 points.
Coupon reward:
If you are choosing a coupon reward for your Existing customer, you have to create a reward in the reward section.
For example, you can create a fixed discount.
New customer:
It is about the person who is buying a product for the first time in your store being considered a new customer.
It is about providing a reward to your New customer for their first order. The reward can be either in points or through a coupon reward.
Choose the type of reward:
You can choose the reward either in points or in the coupon reward.
Point Reward Type
Fixed points:
If you are choosing fixed points, you have to set the points to be earned by the campaign.
For example, 150 points will be selected to reward a customer.
Percentage based on subtotal:
If you are choosing a percentage based on subtotal, you set the points to calculate the percentage.
Example: 10%. So, if new customer spends $100, then he (new customer) will be awarded 10 percentage of $100, which is 10 points.
Coupon reward:
If you are choosing a coupon reward for New customer, you have to create a reward in the reward section.
For example, you can create a fixed discount.
Start Date (optional) - The campaign start date. This is an optional field.
End Date (optional) - If you want the campaign to end at a particular date, you can use this. This is also an optional field.
Campaign visibility on “Ways to earn” section - Using this setting you can show/ hide this Reward info from customers on Customers Reward page from Ways to earn section.
Click add conditions -> select the necessary condition (optional)
By using conditional rules, you can create a dynamic discount on pricing rule for your store. You can create a different condition based on cart, product, language and so on.
For every new campaign, you create a customer reward. You have conditional rules for it. It is optional but, if you need to create a reward for a particular category you can use the condition.
Click here to know more about additional Conditions/ Rules, click here.
By clicking save a new campaign will be created.
Display Reward Points to Customer
Now, it is time to let our customers know about the rewards.
Example:
Existing Customer:
Screenshot of Existing Customer's My Account page: Before the friend (new customer ) completing his purchase.
Now, Existing customer can copy this URL and share it with their Friends (new customers).
As you can see in the below screenshot, after the friend (new customer ) completed his purchase, 100 Points has been added to the Existing Customer -> My account -> Points & Rewards -> Available Points.
How to test as new customer:
Copy the Referral link and paste it on New incognito private window and place order as a new customer/ with new email address. Based on the referral link customer will purchase the product.
Cart page of New customer:
Checkout page of New Customer:
Thank you page of New Customer after placing first order using Referral URL:
My Account -> Points & Rewards page of New customer after completing first order using Referral URL:
As you can see in the below screenshot, after the friend (new customer ) completed his purchase, 150 Points has been added to the New Customer's account.
Note: Both the existing customer and the friend (new customer) will be given the referral reward "after" the friend makes a successful purchase. Then they can use the earned points/ coupon via referral on their next purchase (second order).
The above discussed Campaign requires PRO.
Video:
Still unclear ? Please submit a support request. We are always happy to assist you :)
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