How to set up your referral program
1. In your Marsello admin, under Loyalty > Rewards Program > Earning Points. Under the Referring friends option, click edit.
2. Under the section, 'Advocate incentive' Enter the number of points you would like to reward your customers when they've made a successful friend referral.
3. Under the section, 'Referred friend incentive', create an incentive for the referred friend to make their first purchase. For example, 15% off.
Enter a title: Give your discount a title to let the friend know what the discount is
Enter a discount amount: Make sure it matches the discount specified in the title
Select the discount type: Dollars off, Percentage Off, or Free Shipping.
📝 Note: A successful friend referral is when the referred friend makes their first purchase and becomes a new customer.
4. Click Save.
How it works – your customers' experience
Your customer – the referrer
When your customers log in to their store account and open the Earn tab of your loyalty widget, they will see your Refer a friend earn option.
This will display the customer's unique referral link.
They can then click to copy or click-to-share this link on the channel that they use to chat with their friends to make spreading the word quick and easy. For example, Facebook, Email or WhatsApp, etc.
They can then customize a post that they'd like to share with their friends and family on their chosen channel. For example Facebook:
📝 Note: The customer will not receive referral points at this stage. Points are rewarded when their friend makes their first purchase.
Their friend – the referred
The referred friend clicks through the shared unique referral link. They will then need to enter their name & email address. Their unique discount code will then be sent to their email inbox, ready for them to use on their first purchase.
Important: Ensure that your Referral Incentive Discount (Email) automation is turned on, so that the referred friend receives their unique discount code.
📝Note: If you have your Referral Incentive Discount (Email)automation turned on, your customer will automatically be notified by email.
Track the performance of your referral program
Once you've set up your referral program and turned it on, you can track its progress. Here's how:
In your Earning Points tab > Referring Friends, click the down arrow beside the edit button and View reporting.
On the Referring Friends insights page, you can see:
Customers who completed this action
Who the customer successfully referred
Referred friend's redeemed discount title and code
The date the discount code claimed
Total revenue from the referred friend's first order