π Want to know what else you can do with rewards on Referral Factory? Read the overview.
How To Add A Fixed Amount Reward and Issue it Yourself
Step 1: Add Reward From the Rewards Dashboard
β In the left-hand navigation bar of your Referral Factory dashboard, click the Rewards tab and select Dashboard from the dropdown menu.
β Select the Fixed Amount tab.
β Click Add Reward.
Step 2: Name Your Reward and Link A Campaign
β Name the reward. This is used for internal management purposes and wonβt be shown to your users.
β Select the relevant campaign.
β Click Create.
βοΈ Rewards are linked to campaigns. If you have multiple campaigns and want to issue rewards in each of them, you will need to create multiple rewards.
Step 3: Choose Who Should Be Rewarded and Select Whether It Should Be Once Off or Recurring
β Choose who should be rewarded: the Person Referring or the Person Invited. If you want to reward both users in the same campaign, you should create multiple rewards.
β Select whether your reward should be issued once off or as a recurring reward.
β Click Next.
Step 4: Select How and When to Issue the Reward
β For the issuing method, select Issue Yourself.
β Select when you want the reward to be triggered.
β Click Next.
βοΈ Since Fixed Amount rewards have a monetary value, they cannot be triggered when the Person Referring joins your campaign or when a Person Invited signs up via a referral link. This protective measure ensures that you only pay rewards for qualified/converted referrals.
Step 5: Set the Currency, Value and Target
β Select the currency and set the value of your reward.
β If applicable, set the target number of referrals or converted referrals that should trigger the reward.
β Click Next.
Step 6 (Optional): Create an Email Notification
β To trigger an email when a reward is issued, toggle the feature on and use the drag-and-drop builder to edit it. Your email notification will be automatically styled in the design of your campaign.
β Click Next.
Step 7: Activate Your Reward
β If you would like to automatically issue rewards, toggle on auto-issue. This means you will not have to authorize these rewards to be issued, they will be issued automatically. This method is NOT recommended.
β Set whether you would like to limit the number of rewards that can be issued to any single user. The limit is the number of rewards to be issued, not the value of the rewards.
β Click Activate.
π Now that youβve added a reward, learn how to export and/or issue rewards that become due.
How To Add A Fixed Amount Reward and Issue it Via Tremendous
Step 1: Prefund Your Tremendous Account Balance
β To use Tremendous and Referral Factory, you must prefund a balance in Tremendous. Rewards issued via Referral Factory will then be deducted from that balance in Tremendous. Unfortunately, it is not possible to use the other payment options at this time.
βοΈ Tremendous processes all payments for the rewards you issue. These payments are not handled by Referral Factory.
Step 2: Create a Tremendous Campaign
β Configure your rewards campaign in Tremendous. A campaign in Tremendous has 2 purposes: a.) to define the catalog of reward options available to your recipients and b.) to set the visual presentation (webpage and email notification) of the reward
Step 3: Add Reward From the Rewards Dashboard in Referral Factory
β In the left-hand navigation bar of your Referral Factory dashboard, click the Rewards tab and select Dashboard from the dropdown menu.
β Select the Fixed Amount tab.
β Click Add Reward.
Step 4: Name Your Reward and Link A Campaign
β Name the reward. This is used for internal management purposes and wonβt be shown to your users.
β Select the relevant campaign.
β Click Create.
βοΈ Rewards are linked to campaigns. If you have multiple campaigns and want to issue rewards in each of them, you will need to create multiple rewards.
Step 5: Choose Who Should Be Rewarded and Select Whether It Should Be Once Off or Recurring
β Choose who should be rewarded: the Person Referring or the Person Invited. If you want to reward both users in the same campaign, you should create multiple rewards.
β Select whether your reward should be issued once off or as a recurring reward.
β Click Next.
Step 6: Select How and When to Issue the Reward
β For the issuing method, select Tremendous.
β Select when you want the reward to be triggered.
β Click Next.
βοΈ Since Fixed Amount rewards have a monetary value, they cannot be triggered when the Person Referring joins your campaign or when a Person Invited signs up via a referral link. This protective measure ensures that you only pay rewards for qualified/converted referrals.
Step 7: Set the Currency, Value and Target
β Select the currency and set the value of your reward.
β If applicable, set the target number of referrals or converted referrals that should trigger the reward.
β Use the dropdown list to select the Tremendous campaign you created in Step 2. If your recently created Tremendous campaign isnβt available for selection, click the refresh button.
β Click Next.
Step 8 (Optional): Create an Email Notification
β To trigger an email when a reward is issued, toggle the feature on and use the drag-and-drop builder to edit it. Your email notification will be automatically styled in the design of your campaign.
β Click Next.
Step 9: Activate Your Reward
β If you would like to automatically issue rewards, toggle on auto-issue. This means you will not have to authorize these rewards to be issued, they will be issued automatically. This method is NOT recommended.
β Set whether you would like to limit the number of rewards that can be issued to any single user. The limit is the number of rewards to be issued, not the value of the rewards.
β Click Activate.
π Now that youβve added a reward, learn how to issue rewards that become due.
How To Add A Fixed Amount Reward and Issue it Via Zapier
Step 1: Add Reward From the Rewards Dashboard
β In the left-hand navigation bar of your Referral Factory dashboard, click the Rewards tab and select Dashboard from the dropdown menu.
β Select the Fixed Amount tab.
β Click Add Reward.
Step 2: Name Your Reward and Link A Campaign
β Name the reward. This is used for internal management purposes and wonβt be shown to your users.
β Select the relevant campaign.
β Click Create.
βοΈ Rewards are linked to campaigns. If you have multiple campaigns and want to issue rewards in each of them, you will need to create multiple rewards.
Step 3: Choose Who Should Be Rewarded and Select Whether It Should Be Once Off or Recurring
β Choose who should be rewarded: the Person Referring or the Person Invited. If you want to reward both users in the same campaign, you should create multiple rewards.
β Select whether your reward should be issued once off or as a recurring reward.
β Click Next.
Step 4: Select How and When to Issue the Reward
β For the issuing method, select Zapier.
β Select when you want the reward to be triggered.
β Click Next.
βοΈ Since Fixed Amount rewards have a monetary value, they cannot be triggered when the Person Referring joins your campaign or when a Person Invited signs up via a referral link. This protective measure ensures that you only pay rewards for qualified/converted referrals.
Step 5: Set the Currency, Value and Target
β Select the currency and set the value of your reward.
β If applicable, set the target number of referrals or converted referrals that should trigger the reward.
β Click Next.
Step 6 (Optional): Create an Email Notification
β To trigger an email when a reward is issued, toggle the feature on and use the drag-and-drop builder to edit it. Your email notification will be automatically styled in the design of your campaign.
β Click Next.
Step 7: Activate Your Reward
β If you would like to automatically issue rewards, toggle on auto-issue. This means you will not have to authorize these rewards to be issued, they will be issued automatically. This method is NOT recommended.
β Set whether you would like to limit the number of rewards that can be issued to any single user. The limit is the number of rewards to be issued, not the value of the rewards.
β Click Activate.
Step 8: Create A Zap to Issue Rewards via Zapier
β Navigate to Zapier and create a Zap with the trigger app as Referral Factory and the trigger event as Reward Issued. Follow the prompts to connect your Referral Factory account, select the reward you have created in the previous steps and test your trigger.
β Select your app of choice as the action app and follow the prompts to connect your account, and refine and test your action.
β Publish your Zap.
π Now that youβve added a reward, learn how to issue rewards that become due. Remember that the Zap will only fire once the reward has been issued, not when it becomes due.
How To Add A Fixed Amount Reward and Issue it Via A Webhook
Step 1: Add Reward From the Rewards Dashboard
β In the left-hand navigation bar of your Referral Factory dashboard, click the Rewards tab and select Dashboard from the dropdown menu.
β Select the Fixed Amount tab.
β Click Add Reward.
Step 2: Name Your Reward and Link A Campaign
β Name the reward. This is used for internal management purposes and wonβt be shown to your users.
β Select the relevant campaign.
β Click Create.
βοΈ Rewards are linked to campaigns. If you have multiple campaigns and want to issue rewards in each of them, you will need to create multiple rewards.
Step 3: Choose Who Should Be Rewarded and Select Whether It Should Be Once Off or Recurring
β Choose who should be rewarded: the Person Referring or the Person Invited. If you want to reward both users in the same campaign, you should create multiple rewards.
β Select whether your reward should be issued once off or as a recurring reward.
β Click Next.
Step 4: Select How and When to Issue the Reward
β For the issuing method, select Webhooks.
β Select when you want the reward to be triggered.
β Click Next.
βοΈ Since Fixed Amount rewards have a monetary value, they cannot be triggered when the Person Referring joins your campaign or when a Person Invited signs up via a referral link. This protective measure ensures that you only pay rewards for qualified/converted referrals.
Step 5: Set the Currency, Value and Target
β Select the currency and set the value of your reward.
β If applicable, set the target number of referrals or converted referrals that should trigger the reward.
β Click Next.
Step 6: Configure Your Webhook
β Enter the endpoint URL that should receive the webhook.
β Configure your outbound webhook method.
β Optionally, add headers and credentials.
β Structure your data payload.
β Click Next.
Step 7 (Optional): Create an Email Notification
β To trigger an email when a reward is issued, toggle the feature on and use the drag-and-drop builder to edit it. Your email notification will be automatically styled in the design of your campaign.
β Click Next.
Step 8: Activate Your Reward
β If you would like to automatically issue rewards, toggle on auto-issue. This means you will not have to authorize these rewards to be issued, they will be issued automatically. This method is NOT recommended.
β Set whether you would like to limit the number of rewards that can be issued to any single user. The limit is the number of rewards to be issued, not the value of the rewards.
β Click Activate.
π Now that youβve added a reward, learn how to issue rewards that become due.
How To Add A Fixed Amount Reward and Issue it As A Stripe Credit
Step 1: Add Reward From the Rewards Dashboard
β In the left-hand navigation bar of your Referral Factory dashboard, click the Rewards tab and select Dashboard from the dropdown menu.
β Select the Fixed Amount tab.
β Click Add Reward.
Step 2: Name Your Reward and Link A Campaign
β Name the reward. This is used for internal management purposes and wonβt be shown to your users.
β Select the relevant campaign.
β Click Create.
βοΈ Rewards are linked to campaigns. If you have multiple campaigns and want to issue rewards in each of them, you will need to create multiple rewards.
Step 3: Choose Who Should Be Rewarded and Select Whether It Should Be Once Off or Recurring
β Choose who should be rewarded: the Person Referring or the Person Invited. If you want to reward both users in the same campaign, you should create multiple rewards.
β Select whether your reward should be issued once off or as a recurring reward.
β Click Next.
Step 4: Select How and When to Issue the Reward
β For the issuing method, select Stripe.
β Select when you want the reward to be triggered.
β Click Next.
βοΈ Since Fixed Amount rewards have a monetary value, they cannot be triggered when the Person Referring joins your campaign or when a Person Invited signs up via a referral link. This protective measure ensures that you only pay rewards for qualified/converted referrals.
Step 5: Set the Currency, Value and Target
β Select the currency and set the value of your Stripe credit reward.
β If applicable, set the target number of referrals or converted referrals that should trigger the reward.
β Click Next.
Step 6 (Optional): Create an Email Notification
β To trigger an email when a reward is issued, toggle the feature on and use the drag-and-drop builder to edit it. Your email notification will be automatically styled in the design of your campaign.
β Click Next.
Step 7: Activate Your Reward
β If you would like to automatically issue rewards, toggle on auto-issue. This means you will not have to authorize these rewards to be issued, they will be issued automatically. This method is NOT recommended.
β Set whether you would like to limit the number of rewards that can be issued to any single user. The limit is the number of rewards to be issued, not the value of the Stripe credit.
β Click Activate.
π Now that youβve added a reward, learn how to issue rewards that become due.