Typical Referral Program User Flow

Question: What is a typical referral user flow?

Question: How are conversions tracked in Friendbuy?

Question: How can I tell if a conversion was tracked in Friendbuy?

Answer: Navigate to 'Settings' > 'Referral Management' > 'Purchase Tracker'

Rewarding Advocates

Question: Advocate calls in and says they referred a Friend, they know their Friend purchased, but they didn’t receive their reward.

Answer: Manually generate a conversion.

In the Friendbuy UI:

1. Navigate to 'Referral and Sharing'

2. Click 'Conversions'

3. Click the green button that says 'Create Conversion'

4. Enter the email address of the referred Friend who has purchased

5. Click the radio button to choose a purchase

6. Enter the email address of the Advocate who you want to reward

7. Choose the campaign you want to associate the conversion to (you can choose any campaign - they all have the same reward configuration)

8. Keep the green box checked to manually override fraud checks and reward criteria - this will allow the reward to be sent to the Advocate immediately

9. Click 'Create Conversion' button and voila!

Question: Where can I see which gift card codes were sent to which customers?

Answer: Navigate to 'Coupons' in the Friendbuy platform. Click on either the Advocate coupon bank or Friend coupon bank (they should be delineated). You can search by Email Address or Coupon code.

Question: How can I tell why a reward to an Advocate was rejected by Friendbuy?

Answer: Rewards Report - Here is where you can identify whether a reward was approved or rejected (if rejected, you can see why)

In the Friendbuy UI:

1. Navigate to 'Referral and Sharing'

2. Click 'Rewards’

Question: How can I send an Advocate a gift card code if their reward was rejected?

Answer: Navigate to 'Referral and Sharing' > 'Rewards', search for the Advocate’s Email Address. If the Reward was rejected, click 'Override Rejection' (shown in the screenshot above) and Friendbuy will automatically send the Reward.

Blocking Advocates and Referral Codes

Question: How do I block an Advocate from receiving rewards through the referral program?

Answer: There are two places in the Friendbuy UI where you can block an Advocate:

1. Rewards Report: Navigate to 'Referral and Sharing' > 'Rewards' > 'Search' for the Advocate’s email address and click ‘Block Sharer’ in the referrer column.

2. Customer Search Tool: Look up an Advocate by email address or referral code. You can blacklist the referral code and block the Advocate’s email address from this view.

In the Friendbuy UI:

2. Search by either Advocate email or Referral Code

3. Click 'Search', and select 'Block Sharer' under 'Referrer Details'.

Question: How do I blacklist a referral code so that anyone who clicks through won’t be able to get the discount applied at checkout’?

In the Friendbuy UI:

2. Search by either Advocate email or Referral Code

3. Click 'Search' and select 'Block' under the 'Referrals' tab.

Question: If Friendbuy determines that an Advocate shared with themselves, how does Friendbuy block them from getting the discount applied at checkout?

In the Friendbuy UI:

1. Navigate to 'Referral & Sharing' > 'Widgets'

2. Select the widget you'd like to edit

3. Click 'Settings' > 'Fraud Checks'

4. Enable 'Self Referral Redirect; and set a redirect URL

Manually Generate a Conversion:

1. Navigate to 'Referral and Sharing'

2. Click 'Conversions'

3. Click the green button that says 'Create Conversion'

4. Enter the email address of the referred Friend who has purchased

5. Click the radio button to choose a purchase

6. Enter the email address of the Advocate who you want to reward

7. Choose the campaign you want to associate the conversion to (you can choose any campaign - they all have the same reward configuration)

8. Keep the green box checked to manually override fraud checks and reward criteria - this will allow the reward to be sent to the Advocate immediately

9. Click 'Create Conversion' button and voila!

Rewards Report - Here is where you can identify whether a reward was approved or rejected (if rejected, you can see why)

1. Navigate to 'Referral and Sharing'

2. Click 'Rewards'

Customer Search Tool - Look up an Advocate by email address, referral code, and more. If the Advocate shared via email, you can see the recipients of the share.

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