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User Guide
User Guide
  • Welcome to Open Loyalty!
  • What's New
    • 2024
    • 2023
    • 2022
  • What's Next
  • Technical Guide
  • Main Features
    • Global Management
      • Analytics
      • Settings
      • Config Duplication
      • Usage
    • Dashboard
      • General Overview
      • Units Wallet Overview
      • Additional Metrics
      • Members by Tiers
    • Members
      • Member List
        • Configuration
        • Creating Members
        • Managing Members
        • Removing Members
      • Segments
        • Creating Segments
        • Managing Segments
        • Segment Conditions
      • Referred Members
    • Campaigns
      • Creating Campaigns
        • Return Campaign
        • Referral Campaign
        • Time-Based Campaign
        • Redemption Code Campaign
        • Internal event - Achievement progressed
        • Percent value distribution
      • Managing Campaigns
      • Campaign Simulation
      • Follow-up Campaigns
    • Custom Events
      • Custom Event Schemas
    • Transactions
      • Adding Transactions
      • Managing Transactions
      • Channels
    • Tiers
      • Adding Tiers
      • Managing Tiers
      • Tiers Configuration
      • Tier Benefits
    • Wallets
      • Wallet Types and Configuration
      • Unit Transfers
        • Creating Unit Transfers
        • Importing Unit Transfers
        • Managing Unit Transfers
    • Achievements
      • Creating Achievement
      • Managing Achievements
      • Follow up Achievements
    • Rewards
      • Reward List
        • Rewards Configuration
        • Creating Reward
        • Reward Types
        • Units Conversion Coupon
        • Adding Coupons
        • Reward Flow
      • Reward Fulfillment
      • Reward Categories
    • Webhooks
      • How to Configure a Webhook
      • What Triggers a Webhook
      • Expiring Notifications
    • Collections
    • Imports / Exports
      • Imports
        • Sample Import Files
      • Exports
        • UI Data Exports
        • Configuration Exports
        • S3 Bucket Exports
    • Settings
      • Roles
      • Admins
        • System Logs
      • Tenants
      • Translations
    • Expressions
      • Attributes List
      • Operators
      • Custom Functions
      • Expression Examples
      • Sample Use Cases
        • Using Member Custom Attributes
        • Complex Effects (if, else)
        • Excluding Members
        • Elapsed Time Conditions
        • Using Additional Dates for Calculations
        • Register on Birthday
        • Transaction on Birthday
        • Tier Upgrade or Downgrade
  • Sample Setups
    • Good Practices
    • Pay with Points
    • Promo and Discounts in Cart
    • Sample Campaigns
      • #1 Earn 1 point for every $1 spent
      • #2 Earn 2x points when shopping on Monday morning
      • #3 Earn 1 stamp for every transaction
      • #4 Buy product ACME 123 and earn 100 points
      • #5 Refer a friend and get 100 points
      • #6 Refer 5 friends and get a $50 off coupon for the next purchase
      • #7 Register to the program and get 50 bonus points
      • #8 Get 30 bonus points for your first transaction in the loyalty program
      • #9 Cashback campaign
      • #10 Product meets selected criteria
    • Sample Achievements
      • #1 Celebrate summer - Buy 5 times between June and August
      • #2 Place 10 Orders above 50€ - Complete 10 transactions, for more than 50€ each
      • #3 Ambitious player - Log in to the game 3 times per week for 8 consecutive weeks
      • #4 SKU 'ABC' configuration - Spend total of 100$ on products with SKU 'ABC132' in September
      • #5 Workout track -Track a workout of at least 30 minutes for 5 days in a row
      • #6 4 referees made the transactions for 2 consecutive weeks
      • #7 2 referees made a transaction configuration
  • FAQ
    • Configuration Migration
    • Custom Attributes
    • Achievements
    • GDPR
    • Opt-Out
    • Referral Programs
    • Returns and Cancellations
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  1. Main Features
  2. Campaigns
  3. Creating Campaigns

Referral Campaign

Learn more about referral campaigns.

Last updated 8 months ago

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Referee - Person invited to the program Referrer - Member sending the invitation

The 'Rules' section is divided into the 'Rules for Referrer' and 'Rules for Referee' sub-sections. There, you can create conditions you would like to apply respectively for Referrer, for Referee, or for both, and reward them accordingly.

Please note that rules are considered separately, which means that if you e.g. create a Campaign with rules for Referrer and Referee but only one of them will meet the conditions, only this Member will be rewarded.

Multi-level Campaign Configuration

The multi-level referral feature allows users to set up referral campaigns with multiple levels of referrals. This means that users can reward not only the person who makes the referral, but also the person who was referred by the original referrer, and so on. It allows users to reach a wider audience by incentivizing not just the original referrer, but also subsequent referrers. This can lead to increased sales and customer engagement. Additionally, users can customize the rewards for each level of referral, which can help to motivate referrers to refer more people.

To configure Multi-level Campaign follow the steps below:

  1. Set the Campaign type: Referral campaign

  2. Select Multi-level campaign

  3. Select Referral max levels to the desired level, for example: 2

  4. Set the campaign trigger to a desired event - Transaction, Internal event, Custom event, Achievement

  5. If you selected Internal event, Select event type for example - Member was activated

  6. Configure Rules for the Referrer and a Referee

  7. Add conditions - to target specific levels choose - "Current referral level for multi-level campaign" for example,

    1. Rule 1 "Current referral level for multi-level campaign" is equal: 1

    2. Add Effect - action type - Add units - 100

    3. Rule 2 "Current referral level for multi-level campaign" is equal: 2

    4. Add Effect - action type - Add units - 50

This way original referrer will get 100 units each time their' referee invites someone to the program.