The Refer a Friend feature enables operators to automatically encourage existing patrons to spread the good word about your business to family and friends, which is a very powerful method of advertising. The module works by compensating referrers with a stored value bonus and/or a digital coupon you configure wrapped inside a special referral thank you note sent by email or text message. Your patrons will love receiving messages like this thanking them for their referral efforts and offering them something special for their next visit.
Behind the scenes, the Refer a Friend feature activates the {refpromo} tag, which automatically displays a refer a friend advertisement inside automated email campaigns that are currently sending to your patrons (e.g., Thank You Note, Happy Birthday, Account Activation).
Your business must have the Premium Automated Promotions feature enabled in order to use the Refer a Friend suite of templates. Please check your Feature Dashboard to verify Premium Automated Promotions has a green checkmark. If its red, click the link to request enabling of the module from the help link.
In addition, you must have an online landing page for accepting new signups online. We recommend implementing the Website Tools Guide to give patrons an easy way to signup directly from your website or other domain you control.
Once above requirements are setup on your account, perform the following steps:
At this point, you should have at least one of the following campaigns enabled (or both, if applicable) in order to thank referrers when a person they referred (referee) joins your list (Referred Activation) or has their very 1st sale processed through a certified terminal (Referred Sale). The choice of value (stored value or digital coupon) and when the offer expires is yours. The choice of delivery method (email and/or text) is yours. You must configure at least one stored value bonus or digital coupon in order to activate the refer a friend advertisement displaying wherever {refpromo} is published inside your automated messages.
When your refer a friend campaign is setup in previous steps the following happens:
The easiest way to test your refer a friend tags and links is to open the automated Thank You Note email from MARKETING > Automated Promotions> Thank You Note. Click EDIT icon to open the auto email editor and send yourself a test email to verify {refpromo} displays your refer a friend advertisement that links to your customized refer a friend online form. Remember, the {refpromo} tag will only work and display your advertisement as long as you’ve configured at least one referral incentive stored value bonus OR digital coupon under either Referred Activation or Referred Sale automated promotions.
The Refer a Friend module supports the ability for authorized users or clerks to manually edit a patron profile by filling in the matching email address or mobile phone number of a referring patron already in your database. This action triggers the Referred Activation campaign immediately and sends the referral thanks message along with the coupon or bonus configured in MARKETING > Automated Promotions> Referred Activation. Perform the following steps to manually record a referring patron affiliation to give that person credit for the referral and send them a referral thanks message.
The Refer a Friend feature enables operators to automatically encourage existing patrons to spread the good word about your business to family and friends, which is a very powerful method of advertising. The module works by compensating referrers with a stored value bonus and/or a digital coupon you configure wrapped inside a special referral thank you note sent by email or text message. Your patrons will love receiving messages like this thanking them for their referral efforts and offering them something special for their next visit.
Behind the scenes, the Refer a Friend feature activates the {refpromo} tag, which automatically displays a refer a friend advertisement inside automated email campaigns that are currently sending to your patrons (e.g., Thank You Note, Happy Birthday, Account Activation).
Your business must have the Premium Automated Promotions feature enabled in order to use the Refer a Friend suite of templates. Please check your Feature Dashboard to verify Premium Automated Promotions has a green checkmark. If its red, click the link to request enabling of the module from the help link.
In addition, you must have an online landing page for accepting new signups online. We recommend implementing the Website Tools Guide to give patrons an easy way to signup directly from your website or other domain you control.
Once above requirements are setup on your account, perform the following steps:
At this point, you should have at least one of the following campaigns enabled (or both, if applicable) in order to thank referrers when a person they referred (referee) joins your list (Referred Activation) or has their very 1st sale processed through a certified terminal (Referred Sale). The choice of value (stored value or digital coupon) and when the offer expires is yours. The choice of delivery method (email and/or text) is yours. You must configure at least one stored value bonus or digital coupon in order to activate the refer a friend advertisement displaying wherever {refpromo} is published inside your automated messages.
When your refer a friend campaign is setup in previous steps the following happens:
The easiest way to test your refer a friend tags and links is to open the automated Thank You Note email from MARKETING > Automated Promotions> Thank You Note. Click EDIT icon to open the auto email editor and send yourself a test email to verify {refpromo} displays your refer a friend advertisement that links to your customized refer a friend online form. Remember, the {refpromo} tag will only work and display your advertisement as long as you’ve configured at least one referral incentive stored value bonus OR digital coupon under either Referred Activation or Referred Sale automated promotions.
The Refer a Friend module supports the ability for authorized users or clerks to manually edit a patron profile by filling in the matching email address or mobile phone number of a referring patron already in your database. This action triggers the Referred Activation campaign immediately and sends the referral thanks message along with the coupon or bonus configured in MARKETING > Automated Promotions> Referred Activation. Perform the following steps to manually record a referring patron affiliation to give that person credit for the referral and send them a referral thanks message.