This guide will show you how to set up a reward for an existing campaign.
1. Go to the Campaigns section in the platform and select the campaign the new reward will be added to.
2 - Duplicate the experiment you want to use as a template by clicking on the three dots and selecting 'Duplicate'.
3 - Go into the draft experiment. In the offer section, click on the 3 dots of the offer that will be updated, then click 'Edit Details'
4 - How to set up the referral rewards
There are two ways to set up a reward that will be explained:
a) adding an existing reward to a new offer
b) setting up a new reward
If the reward you would like to use already exists then you just need to click on the drop down list and choose the reward you want to run.
Please be aware that you may want to double check if new codes will be required.
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This is the same for both Referrer & Referee reward.
Or, if you want to create a brand new reward then you need to select “Setup a new reward”.
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Setting up a new reward allows you to create a new reward from scratch and select the details you want.
You will need to update the following (if applicable) - Referrer Reward.
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The reward type will automatically default to Simple.
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Reward is - There are multiple options for this; this is to determine what type of reward the customer will receive. Discount off next purchase, Free gift & 3rd party voucher are the most common.
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Value - The value of the reward which will be given to the customer.
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The Value is a - This determines if the reward will be given as a percentage or a fixed amount. This option is only applicable when the Reward is: Discount off next purchase
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Currency in which to present the value - The currency the reward will be given in.
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Subject (if applicable) - You could have a reward which gives 10% off their subscription or shipping.
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Spend Constraint - If there should be a minimum spend on the reward.
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Tick - Requires manual approval before each reward is issue (if applicable) - This will enforce that each reward needs to be manually approved before the customer can receive it. This option can be automated via a SFTP feed. Please ask contact your Client Manager for more information.
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Number of days elapsed before reward issued - This determines how many days must pass before the reward can be issued.
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Number of friend referrals required to be rewarded - Is always 1 unless you are setting up a Tiered reward.
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Reward is fulfilled by - There are multiple options for this; the main option will be: Predefined batch of coupon codes (single or multi-use). This means that you are going to provide us with a batch of codes to be distributed to yours customers.
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If the Reward is fulfilled by is anything other than Predefined batch of coupon codes (single or multi-use) or Predefined batch of coupon-links please ask contact your Client Manager.
You will need to update the following (if applicable) - Referee Reward.
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Reward is - There are multiple options for this; this is to determine what type of reward the customer will receive. This does not necessarily have to match the referrer reward.
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Value - The value of the reward which will be given to the customer.
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The Value is a - This determines if the reward will be given as a percentage or a fixed amount. This option is only applicable when the Reward is: Discount off next purchase
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Currency in which to present the value - The currency the reward will be given in.
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Subject (if applicable) - You could have a reward which gives 10% off their subscription or shipping.
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Spend Constraint - If there should be a minimum spend on the reward.
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Reward is fulfilled by - There are multiple options for this; the main option will be: Predefined batch of coupon codes (single or multi-use). This means that the client is going to provide us with the codes they want to distribute to their customers.
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Tick - Reward given only AFTER purchase (normally before) (if applicable) - This option usually applies to rewards being given by utilities (energy or broadband), gyms, finance or insurance businesses as these rewards are either high value or provided by a 3rd party partner.
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Tick - Requires manual approval before each reward is issue (if applicable) - This will enforce that each reward needs to be manually approved by the client before the customer can receive it.
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Number of days elapsed before reward issued - This determines how many days must pass before the reward can be issued.
Once the reward has been set up, please make sure to upload vouchers for the new reward. For more information on how to upload vouchers, check out this help article.
