This guide will show you how to set up a new reward.
1-Go to Draft Experiments:
2-Click on the 3 dots → Edit Details
3-Setting up the referral rewards.
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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.
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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. If you would like to use Tiered rewards or know more about this type of reward please contact your Client Manager.
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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 you have set up your new reward please contact us directly to upload your vouchers. You can do that via our contact form. Please remember to include the expiration date as well.
When creating your new codes please take into account how the selected reward validity period will effect your own internal expiration date.
Validity periods are the time period which is communicated to your customers to inform them of how long they have to use a code once they have received it.
As default the referee validity period is usually 7 or 14 days in order to drive urgency.
And the referrer validity period is usually 3 months.
Using the default validity periods below is an example of how the validity period affects code usage.
You provide codes on the 1st January which have an expiry date in your system of 31st December.
We will be able to use that batch of codes for a full 9 months until 30th September.
Once we go past this date the platform will no longer be able to issue out any new codes as your customers will no longer have a full 3 months to use their code from when they receive it.
If your validity period has been increased you need to consider how this period is managed alongside the 'real' reward validity.
An updated reward validity period of between 6 months - 12 months, would require you to provide vouchers valid for a minimum of 24 months on your system.
And if you do not need to set an expiry date within your system which is even better.
If you are unsure of what your current reward validity periods are you can find this information within the platform.
Go to the campaign section on your dashboard and select one of your live campaigns.
Click on the Live experiment.
Click on the offer options (3 dots) under the offer and choose View details.
Go to VALIDITY PERIODS and the look at (Time period the referrer's reward is valid for once received) & (Time period the referee's reward is valid for once received)
