→ Use your point of sale software, billing software, or e-commerce store to generate a batch of unique coupon codes, which can include any combination of letters and numbers. Ensure you create enough codes to be issued as rewards to your qualifying users. You will be notified when 85%, 95%, and 100% of your coupon codes have been issued. Additional codes can be uploaded later.

→ Export your coupon codes as a CSV file. Download a sample CSV file.

→ In the left-hand navigation bar of your Referral Factory dashboard, click the Rewards tab and select Dashboard from the dropdown menu.

→ Select the Coupon tab.

→ Click Add Reward.

→ Name the reward. The name is used for internal management purposes and won’t be shown to your users.

→ Select the relevant campaign.

→ Click Create.

→ 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.

→ Note that coupon rewards can only be issued once-off. Should you wish to issue a recurring reward, please select a Fixed Amount, Commission, or Custom reward.

→ Click Next.

→ For the issuing method, select Issue via Email.

→ Select when you want the reward to be triggered.

→ Click Next.

→ Review the rules you’ve set so far.

→ Click Next.

→ Upload the CSV file of coupon codes you created in Step 1. Alternatively, you can copy and paste the codes manually.

→ Style the look and feel of your coupon codes. These can be inserted into email notifications and pages for the Person Referring and the Person Invited. You can also edit the style of your coupon at a later stage from inside your campaign builder.

→ 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 and will issue a unique coupon code to each reward recipient.

→ Click Next.

→ 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.

→ Set whether you would like to limit the number of coupons that can be issued to any single user. The limit is the number of coupons to be issued, not the value of the reward.

→ Click Activate.

→ Create a coupon in Stripe. You will be able to select this coupon in Referral Factory once Stripe has been connected as a rewards partner.

→ In the left-hand navigation bar of your Referral Factory dashboard, click the Rewards tab and select Dashboard from the dropdown menu.

→ Select the Coupon tab.

→ Click Add Reward.

→ Name the reward. The name is used for internal management purposes and won’t be shown to your users.

→ Select the relevant campaign.

→ Click Create.

→ 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.

→ Note that coupon rewards can only be issued once-off. Should you wish to issue a recurring reward, please select a Fixed Amount, Commission, or Custom reward.

→ Click Next.

→ For the issuing method, select Stripe.

→ Select when you want the reward to be triggered.

→ Click Next.

→ Use the dropdown menu to select the coupon you created in Stripe as per the instructions in Step 1. If you cannot see a recently created coupon, click the refresh button.

→ Select whether the coupon should be applied to the customer or only to specific subscriptions. If you choose to apply the coupon to a subscription, select the subscription(s) to which the coupon should be applied.

→ Click Next.

→ Should you wish 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.

→ Click Next.

→ 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.

→ Set whether you would like to limit the number of coupons that can be issued to any single user. The limit is the number of coupons to be issued, not the value of the reward.

→ Click Activate.

→ Use your point of sale software, billing software, or e-commerce store to generate a batch of unique coupon codes, which can include any combination of letters and numbers. Ensure you create enough codes to be issued as rewards to your qualifying users. You will be notified when 85%, 95%, and 100% of your coupon codes have been issued. Additional codes can be uploaded later.

→ Export your coupon codes as a CSV file. Download a sample CSV file.

→ In the left-hand navigation bar of your Referral Factory dashboard, click the Rewards tab and select Dashboard from the dropdown menu.

→ Select the Coupon tab.

→ Click Add Reward.

→ Name the reward. The name is used for internal management purposes and won’t be shown to your users.

→ Select the relevant campaign.

→ Click Create.

→ 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.

→ Note that coupon rewards can only be issued once-off. Should you wish to issue a recurring reward, please select a Fixed Amount, Commission, or Custom reward.

→ Click Next.

→ For the issuing method, select Zapier.

→ Select when you want the reward to be triggered.

→ Click Next.

→ Review the rules you’ve set so far.

→ Click Next.

→ Upload the CSV file of coupon codes you created in Step 1. Alternatively, you can copy and paste the codes manually.

→ Style the look and feel of your coupon codes. These can be inserted into email notifications and pages for the Person Referring and the Person Invited. You can also edit the style of your coupon at a later stage from inside your campaign builder.

→ Should you wish 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 and will issue a unique coupon code to each reward recipient.

→ Click Next.

→ 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.

→ Set whether you would like to limit the number of coupons that can be issued to any single user. The limit is the number of coupons to be issued, not the value of the reward.

→ Click Activate.

→ 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.

→ Select your app of choice as the action app and follow the prompts to connect your account, and refine and test your action.

→ Publish your Zap.

→ Use your point of sale software, billing software, or e-commerce store to generate a batch of unique coupon codes, which can include any combination of letters and numbers. Ensure you create enough codes to be issued as rewards to your qualifying users. You will be notified when 85%, 95%, and 100% of your coupon codes have been issued. Additional codes can be uploaded later.

→ Export your coupon codes as a CSV file. Download a sample CSV file.

→ In the left-hand navigation bar of your Referral Factory dashboard, click the Rewards tab and select Dashboard from the dropdown menu.

→ Select the Coupon tab.

→ Click Add Reward.

→ Name the reward. The name is used for internal management purposes and won’t be shown to your users.

→ Select the relevant campaign.

→ Click Create.

→ 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.

→ Note that coupon rewards can only be issued once-off. Should you wish to issue a recurring reward, please select a Fixed Amount, Commission, or Custom reward.

→ Click Next.

→ For the issuing method, select Webhooks.

→ Select when you want the reward to be triggered.

→ Click Next.

→ Review the rules you’ve set so far.

→ Click Next.

→ Upload the CSV file of coupon codes you created in Step 1. Alternatively, you can copy and paste the codes manually.

→ Style the look and feel of your coupon codes. These can be inserted into email notifications and pages for the Person Referring and the Person Invited. You can also edit the style of your coupon at a later stage from inside your campaign builder.

→ Enter the endpoint URL that should receive the webhook.

→ Configure your outbound webhook method.

→ Optionally, add headers and credentials.

→ Structure your data payload.

→ Click Next.

→ Should you wish 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 and will issue a unique coupon code to each reward recipient.

→ Click Next.

→ 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.

→ Set whether you would like to limit the number of coupons that can be issued to any single user. The limit is the number of coupons to be issued, not the value of the reward.

→ Click Activate.