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Set Up a Referral Message

This article is a section of the broader document Creating a Message. To view Creating a Message, please click here. 

 

This section will walk you through how to set up a campaign that allows users to share a message from the app on social media so that their friends can sign up with their code. You can incentivize rewards for both the customer who shares the Message and the customer who signs up with the code.

  • The first step to setting up a Referral campaign is creating the in-app message that customers will be able to share to social media. In the “What” section, for Message Type select “Referral”.
  • Click “Add Display Content”. When you go to add your display content you will want to mostly take advantage of the “Share Title” and “Share Sentence” fields.
  • For the “Share Title”, try to get the point of the campaign across quickly and easily with something along the lines of “Sign up for the new ABC Restaurant app and get a free XYZ!”
  • For the “Share Sentence” field, type [#CODE#] wherever you want the customer’s unique code to show up. For instance, you could write “Download the ABC Restaurant app and when you sign up, use my code – [#CODE#] to get a free soft drink with your first order!”. This will ensure that where you wrote “[#CODE#]”, an auto-generated unique code will be placed there when the customer shares the Message.
  • Refer to the Targeting rules section below and use “Referral” and “Referral Signup” to get an idea of how to create the offers that will be distributed to both the customer who shares and Message and the customer who signs up with the code.
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