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

→ Select the Custom 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.

→ Select whether your reward should be issued once off or as a recurring reward.

→ Click Next.

→ For the issuing method, select Issue Yourself.

→ Select when you want the reward to be triggered.

→ Click Next.

→ Set the quantity and type of reward you wish to issue. For example, you might reward someone with 50 points, 1 branded coffee mug, or 10 tokens.

→ If applicable, set the target number of referrals or converted referrals that should trigger the reward.

→ Click Next.

→ 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 rewards that can be issued to any single user. The limit is the number of rewards to be issued, not the quantity you set in Step 5.

→ Click Activate.

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

→ Select the Custom 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.

❗️ 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.

→ 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.

→ Select whether your reward should be issued once off or as a recurring reward.

→ Click Next.

→ For the issuing method, select Zapier.

→ Select when you want the reward to be triggered.

→ Click Next.

→ Set the quantity and type of reward you wish to issue. For example, you might reward someone with 50 points, 1 branded coffee mug, or 10 tokens.

→ If applicable, set the target number of referrals or converted referrals that should trigger the reward.

→ Click Next.

→ 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 rewards that can be issued to any single user. The limit is the number of rewards to be issued, not the quantity you set in Step 5.

→ 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.

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

→ Select the Custom 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.

→ Select whether your reward should be issued once off or as a recurring reward.

→ Click Next.

→ For the issuing method, select Webhooks.

→ Select when you want the reward to be triggered.

→ Click Next.

→ Set the quantity and type of reward you wish to issue. For example, you might reward someone with 50 points, 1 branded coffee mug, or 10 tokens.

→ If applicable, set the target number of referrals or converted referrals that should trigger the reward.

→ Click Next.

→ 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.

→ 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 rewards that can be issued to any single user. The limit is the number of rewards to be issued, not the quantity you set in Step 5.

→ Click Activate.