How to create Refer-a-Friend program

What is a Refer-a-Friend program?

Refer-a-Friend is an incentive program that rewards customers who bring in new customers (or friends!) to your product or service. Existing customers are given bonuses for successful referrals, also known as referral rewards. This is often a discount, coupon, or other incentive.  Most of the time, referrals are offered an incentive, too.

How to create a Refer-a-Friend program

  1. Log in to your Partnero account.
  2. Under Programs, click Create program.
  3. When prompted, choose the Refer-a-Friend & Loyalty program type:
  4.  Enter the program name and your website URL:
  5. Click Next.
  6. Here, you can select one the existing templates or choose to create rewards manually:
  7. Select your option and click Proceed.
  8. You'll land on the program overview page, where you'll be able to proceed with program settings, create rewards or integrate the program:

Program settings

You can click on Edit program settings or go to Settings under Program. Here, you'll find the following sections:

Program

Here, you can change the program name or your website URL:

Tracking

Select how you prefer your referral links to look and set the cookie duration:Referral link suture can be set to Query or Link, which changes the format of the referral link:

Additionally, you can update the parameter name, e.g., change from  yourdomain.com/ref/xxxyyy to yourdomain.com/a/xxxyyy.

Here, you can also select how long the cookies will remain active (e.g., 30 days or lifetime). To be associated with the customer, a referral must sign up during the indicated number of days.

Transactions

Here, you can customize permissions for referral transactions.

  • Allow self-referring sales: if enabled, referring customers using the same email address as the referral will be allowed to make sales. If disabled, such sales will be marked as fraudulent, indicating self-referral.
  • Prevent multiple transactions: if enabled, customers will be restricted from making multiple transactions within a specified period.

Other 

Here, you can enable the Referral portal and notification emails.
Read more about the Referral portal here.

Delete, Reset, or Duplicate the program

Lastly, you have the option to delete, reset ,or duplicate your program:

Next, read how to create rewards or integrate your Refer-a-Friend program.

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