Let existing customers refer friends. A referral is complete when the friend finishes sign-up, and the rewards run from a campaign.
How a referral happens
You can also record a referral by hand on the tablet or on the customer profile. Those steps are in the related guides.
Set it up as a campaign
Friend referral runs as a campaign under Campaigns → Automations. Create the campaign with Campaigns - Creating a New Campaign, then add an activity for the trigger and the reward actions. Activity steps are in Campaigns - Creating an Activity.
A trigger is when the reward runs. An action is what the customer receives. One trigger can have more than one action.
Triggers
Use the triggers in the Customer Friend Referral group.
| Trigger | Who it rewards | When it runs |
|---|---|---|
| When Customer Refers N Friend(s) | The existing customer | After they have referred this many friends. Use 1 to reward every referral, or a higher number to wait until they refer several. This trigger can run again. |
| When Referred Friend Enrolls | The new customer | When the friend finishes sign-up. Once per customer. This replaces the other sign-up triggers for that customer, so the friend receives the referral bonus in place of the normal sign-up bonus. |
The full trigger list is in Campaigns - Trigger Index.
Actions
Choose the reward for each side. The referrer's reward and the friend's bonus can be different.
| Reward | Action |
|---|---|
| Points | Assign Points |
| A voucher | Assign Voucher |
| Wallet credit | Load Wallet. Available when TapMango Payments is turned on. |
For example, when a customer refers 1 friend, the same activity can add them to a group, send an email, and load the wallet.
The full action list is in Campaigns - Action Index.
If you have any questions, talk to us and we'll be happy to help.
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