Promoting Your Campaign: A Full Guide

Once you’ve built and launched your referral program, the goal should be to get as many people referring as possible.

The best way to make sure your referral program is a success is to get as many people referring as possible. To help you do that, Referral Factory gives you lots of options to promote your referral program and bring the maximum number of referrers. 

 

In this help guide we will show you all the promotional tools that you can use to get more referrals 👇

 

• Get your join link, and let people register to refer (works for online and physical businesses)

• Generate referral links for your CRM contacts

• Install a widget on your website or in your app

• Install a pop-up on your website or in your app

• Embed your join link on your website - Logged out users

• Upload and email your contacts their referral links

 

 

Let's take a look at each of them individually, and see how you can promote your referral campaigns 👇

 

• Get your join link, and let people register to refer

Your join link is where users can register themselves to refer. 

This is your campaign link to share with customers so they can register and get their unique referral links. You can include this join link in an email blast to users, or text them the join link, or add it to your website. 

Your campaign QR code automatically generated so that people who want to become referrers can scan it to join your referral program. This works well is you have a physical location like a retail store, a restaurant or offices that your clients visit. 

 

• Generate referral links for your CRM contacts

This will allow you to sync your CRM contacts or a specific list of contacts to your referral program and call their unique referral links back to your CRM. 

 

To see how it works, click here. 

 

• Install a widget on your website or in your app

 

 

To make it even easier for you to get people to join your referral program, you can install the widget on your website (logged-out users) or in your app (logged-in users if you have an app or you have a dashboard).

 

Install a widget in your app for your logged-in users

 

 

This will allow your users to skip the first step for person-referring pages in one click 👏

This is how our referral program widget looks like on the Referral Factory website when logged in 👇

 

Install a widget on your website for your logged-out users

 

 

Everyone who visits your website knows that you have a referral program. All your new users can easily join your referral program and start referring their friends. 

 

This is how our referral program widget looks like on the Referral Factory website when logged out 👇

 

 

Learn how to install the widget by clicking here.  

 

• Install a pop-up on your website or in your app

 

You can install a pop-up on your website (logged-out users) or in your app (logged-in users if you have an app or you have a dashboard). 

 

Install a pop-up in your app for your logged-in users

If your users or customers have a portal that they can log into, you can also install the pop-up inside that logged-in environment. This will help get more people referring as customers can surface their users' referral links making it easy for them to refer friends without having to join the campaign to get their links 

 

Install a pop-up on your website for your logged-out users

You can install a pop-up on your website which will allow you to trigger a full-screen pop-up on your website when the user clicks a button, scrolls, or stays on your website for a certain time.

An example of a pop-up when logged out  👇

Learn how to install the pop-up by clicking here. 

• Embed your join link on your website - Logged out users

You can easily embed your referral program into your website or landing page that you have access to. 

 

Install an embed code for your logged-out users.

 

This will allow customers to join your referral program and get their unique link directly from any page or blog post on your website.

Once your referral program is embedded into your website or landing page, it will look something like this 👇

 

 

Learn how to install the embed code by clicking here.  

 

• Upload and email your contacts their referral links

 

You can email your contacts/users their referral links directly. 

 

All you need to do is upload a list of users, craft and style your email, and hit send. 

• Click on “Create Email”
• Customize the email you want to send
• Hit next and upload users in a CSV file
• Click confirm and send
  
  

When you click on Create an email, you will be directed to an email builder page where you have the option to edit and style your own email to send your users their referral links.

 

You also have the option to send a test email to see how your email looks. 

Once you're happy with your email, click Next → select the CSV file you want to upload.

 

 

Once you’ve uploaded your CSV, you need to map out the fields you want to include when you add the users to your campaign. To do this, mark which columns in the file correspond to the fields from the campaign. 

You can also choose to overwrite any existing users. This means if a user is already in your campaign and they are also in this CSV file, their data will not be updated or overwritten. Selecting this option also means that the users you add to the campaign will NOT be sent an email notification.

 

Once you're happy with your email setup, hit confirm and send. 

 

This is a once-off email that you can send to users, assign each one their own referral link to encourage them to start referring. 

To see how it works, click here.Scree