How Do I Add Customers To A Campaign? – Referral Factory

One of the goals of your referral campaign should be to get as many people as possible to become referrers. The more people referring your campaign, the more referrals you will get.

There are three ways to add users to your campaign.

1. Invite Your Customers

This is when you share your campaign link with your customers or users and ask them to join your referral campaign.

To do this, go to your campaign builder and navigate to the Outputs step. You can copy your campaign link and send it to your existing customers with a call to action to register to refer friends. We suggest using the most common, high-engaging medium within your business. For example, you could email or text your customers the link to join your campaign.

2. Upload A List Of Your Customers

You can also upload a CSV list of your existing customers. This will auto-assign each customer their own unique referral link which you can then share with your customers in any way you choose.

Navigate to your Users tab and click on the CSV Import button.

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Here you can select the CSV file that you want to upload. Upload your CSV and click ‘Next’.

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Add your users to a Google or Exel sheet and save it as a CSV. Make sure your CSV file is separated by a , in order for the upload to work properly. You can see an example of what it should look like below.

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Once you’ve uploaded your CSV, you need to map out the fields you want to add. You can also choose to overwrite any existing users. Once you’re done, click ‘Next’.

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You can choose to use Referral Factory to notify users that they have been added to a campaign. Before you decide, you can preview the email, and then hit save if you choose to send it. The email you’ll see in the preview is the email you build in your campaign builder, under your Notifications tab.

3. Add Them Via Our API

You can use our API to automatically add your existing customers to your referral campaign. You can also add any new customers you get from other channels to your referral campaign. Here is a guide to Create A New User using our API which you can share with your developer to implement.

For tips on how to get more referrals, give this article a read: The key to getting more referrals.