In this article, you'll learn two options to test your campaign👇 but before you dive in, here is a helpful video that you should watch that shows you how to test your referral program before you launch.
Referral Program Pre-Launch Checklist [Video]
Step 1: Sign Up As A Person Referring
To do this, you need to grab your campaign join link. You can do this in two places.
From your campaigns tab: Click on the campaigns tab on the left hand side blue navigation bar. Click on the Join Link block. Copy the link and open it in a new tab in your browser.
From the Promote step: Click "Edit Campaign" on the campaign you want to test. Open the campaign builder and go to the "Promote" step - this will be the last step of the progress bar at the bottom of the builder. Copy the link and open it in a new tab in your browser.
This landing page is the 1st page that you have built for the person referring to the campaign builder. Sign up for the referral campaign as a person referring.
You will then be taken to a landing page with your referral link and any social media channels you have enabled referrers to share. This landing page is the second page for the person referring to your referral campaign.
Step 2: Share Your Referral Link With A Colleague Or Yourself
Tap on one of the social media icons to share your referral link with a colleague. Doing this will also help you check the share text that people invited will see.
If you haven’t added a shared message yet, you can do so on the second page for the person referring to your campaign.
Step 3: Sign Up As A Person Invited
Click on the referral link you shared with yourself or a colleague and sign up as the person being invited.
There are two essential parts to note here:
1. Make sure you open this link in another browser or in incognito mode. Referral Factory works with cookies so if you have signed up as a person referring and open the referral link on the same browser, you will see the second page for the person referring again and not the landing page for the invited person.
2. You will need to use a different email address for this step as Referral Factory only allows an email address to be used once per campaign. If you don’t have another email address to use, you can add a +1 before the @ sign of your email address and it will act as a new address.
For example - We signed up as a referrer using [email protected] and we don't have another email address to test so, we used [email protected] to sign up as an invited person.
Step 4: Qualify The Referral
If you have opted to qualify your referrals using Referral Factory then now would be the time to test that. Locate the referred lead (this is the person invited that you just signed up as) in your database or CRM. Convert that lead into your system. If you have set up the automation correctly this will qualify the referred lead in Referral Factory.
Step 5. Check Your Email Notifications
Check the inbox for the email addresses you used to sign up as a person referring and a person invited so you can check the email notification that you received when you signed up.
These are the emails you configured in the Email Notifications step inside your campaign builder. The screenshot below is an example of one such email notification and where you can edit it.
