The vast majority of people seek and accept friend recommendations when considering a purchase so marketers , in addition to running well-optimized Facebook ads and Adwords campaigns, can make use of word-of-mouth marketing and social referrals. Giving rewards to customers who refer friends encourages this habit. The Friend referral module can be used to incentivize customers to invite their friends to shop in your store for points.

A popup will appear when a new visitor When a friend clicks on the referral link of their referrer for the first time, a popup will appear displaying a coupon code that they can use to get a discount on their first purchase. The loyalty member will receive loyalty points if gets loyalty points through the referral_points event which is registered automatically when the invited friend uses the coupon code in the checkout process effectively.

Find the configuration page of the Friend referral module by searching for it from the ‘Modules’ menuby opening the Modules menu and searching for the ‘Friend referral’ module in the list. The page will open to the ‘Settings’ tab where the referral preferences mechanism can be configured.

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Settings

Point logic

In the first section, you can set up the point logic that will be the basis of rewarding your customers for referring their friends.

• Specify the number of points your customer will earn when a friend they invite makes a purchase in your store

  Select a frequency from the dropdown menu:

  If you want to reward

• Select which purchases should be rewarded with points

  • Referred friend’s first purchase - assign points for the referred customer’s first purchase only, select ‘referred friend’s first purchase’If you’d like to reward the first purchase, when the first checkout event is registered.
    If the Checkout accept module is enabled, the points are allocated when the pending period is over and checkout_accept event is registered.

  • All of the referred friend’s purchases - assign points for the first purchase and all subsequent purchases of the new customer, select ‘all of referred friend’s purchases’ option

• Select the percentage value of the coupon that will be given assigned to the referred customer.
  In order for the module to work correctly, you should
  Please make sure you set a non-zero value here.

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Communication channels

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Status
title Legacy

• Referred friend coupon reminder
  By enabling this option, your newly acquired customers will be able to receive an email reminder about their coupon code.
  To customize the email:

  • Go the ‘Settings’ page of your programto the Settings menu

  • Navigate to the ‘Emails’ Emails tab in the left sidebar

  • Look for the ’coupon_‘Coupon reminder’ email

  • Click on the ‘Edit’ option under the hamburger button and select the ‘edit’ option

  • Edit all the texts email using our WYSIWYG editor by clicking on the content of the email, or feel free to use our built-in HTML and CSS editor

  • Click ‘Save’ before leaving the page

You can send a test email to yourself by clicking through the hamburger button on the ‘Emails’ page, to see how the email will look from a loyalty program member’s perspective.

• Standalone referral page
  The dedicated page for your referral program will appear as a separate menu item in on your membership site. On this page, your customers can find their unique share link and follow the invites they’ve sent and the points they earned.
  To customize this page:

  • Go the ‘Settings’ page of your programSelect ‘Design’ to the Settings menu

  • Navigate to the Design tab in the left sidebar

  • Look for the ‘Friend 'Friend referral’ page

  • Click the ‘Edit’ button

  • Use our built-in HTML and CSS editor for further customization

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• • to customize the page

• Open popup
  Tick the checkbox if you would like to have the referral popup automatically opened when the referee lands on your website through the share link of their friend that displays the coupon code.
  Contact the Antavo Service Desk if you need help customizing this popup.

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Coupon settings

Choose a coupon source. You can choose to upload use your own list of codes or the Antavo platform can generate codes on your behalf.

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• Upload
  If you want to use your own coupon codes, upload a .csv format file with one code in each row.
  When 90% of the coupons have been claimed, our system will send you a notification to the owner of the brand that your coupons are running low.

• Generate: if
  If you want Antavo to generate codes, define the coupon pattern that we will follow based on these rules. You can use the following placeholder characters:

  • # denotes a digit (0-9)

  • @ denotes an alphabet character (a-z)

  • ^ denotes a capital alphabet character (A-Z)

  • * denotes an alphanumeric character

  • $ denotes a capital alphanumeric character

  E.g

All other characters should be added as literals (eg. if you set

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'@##COUPON’, a generated coupon code

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could be G11COUPON or T35COUPON).

The codes are generated while the popup opens.

• Remote: if
  If you’d like to maintain more control over coupon management on your end, you can set a callback URL endpoint that serves us with the coupon codes to issueassign to a referee.

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In case you use Coupon pools in your loyalty system, the coupon pool selection field will appear instead of the source selector.
By navigating to the Coupons tab of the Friend Referral module, you’ll find the list of coupon codes that have already been assigned to referred friends.

Loyalty Card

When the module is enabled, program members can learn about friend referrals on the membership site. The reminder appears as a card alongside the other actions customer can take to earn points.

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Loyalty Card

In the final section of the module configuration page, you can define configure the content of the card.

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Set the title of the card
Each card appearing on the membership site has a front and a back side. On the front, you can see the title and the custom image that you’ve just set, and the number of points you can get for a referral, alongside a CTA button that flips the card over to display the back side.

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that the activities/earn Display API endpoint will return when you send a request to query the customer’s point-earning options.

• Card title
  Set the title of the card.

• Upload file
  Find the information about image upload requirements here.

• Card description
  Add the a description of the card
  On the back of the card, customers can find the title and the description added here.

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• this point-earning option.

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If you use the Multi-language module, you can find the 'Translate' buttons located on the right side of the fields to enter the card title and description texts in the relevant languages.At the end of the setup process, please don’t forget to click on the ‘Save’ button.

Points Economy

In If you use the Multi-account module, the 'Account' field , you have the option to choose is added to the configuration interface that you can use to select the account to which the referral points should be allocated via the referral_points and referral_bonus events event.

Popup with the coupon

The pop-up that displays the coupon code for the new visitor is automatically added by Antavo. Contact the Antavo Service Desk if you need help customizing this popup.

Post-purchase pop-up

You can choose to add a post-purchase popup that appears after a customer has made a purchase in your store. The popup will allow your customers to invite their friends on multiple social networks. Friends can also be invited by sharing unique referral links.

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At the end of the setup process, please don’t forget to click on the ‘Save’ button.