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      3. Rewards

      Rewarding With Referral Factory: A Full Guide

      🎁 Fully automate your referral program by issuing rewards to the person referring and incentivizing the person invited when you get referrals.

      Our all-in-one referral management solution offers everything you need to build, launch, and run your own referral program - including the issuing of your rewards and incentives when you start to get referrals.

      With Referral Factory's powerful rewards module, you can create rewards based on rules, and then issue them in bulk once you’ve approved them. Automatically issuing the people referring and the people invited with their rewards and incentives will make your life much easier. It will also mean you're likely to get more referrals because the process is so seamless for people participating in your referral program.

      Our Rewards feature is designed to be both flexible and simple, allowing you to decide who, what, and when to reward. 

      In the guide below, we will cover everything there is to know about issuing rewards with Referral Factory. 👇

      👉 Rewards: Who, When, and What?

      • Who can you reward?
      • When can you reward?
      • What can you reward?

      👉 Reward with Tremendous

      👉 Issue your Own Rewards

      👉 Reward with Webhooks (Coming Soon!)

      👉 Reward with Zapier

      👉 Get Started with Rewards

      • You Will Need
      • You Might Need

      👉 Create a Reward

      👉 Rewards Setup

      👉 Define the Rules

      👉 Track Rewards

      👉 Issue Rewards

      👉 Edit Rewards

      👉 Deactivate Rewards

      👉 Delete Due Rewards to Individual Users

      👉 Export Reward Data

      Rewards: Who, When, and What?

      Who can you reward?

      Within each campaign, you can reward the Person Referring, the Person Invited, or both! 

      When can you reward?

      You decide! Rewards can be issued when: 

      • The Person Invited fills in their details via their friends’ link and/or
      • The Person Invited qualifies as a successful referral and/or
      • The Person Referring hits a target number of referrals
      • The Person Referring hits a target number of converted or successful referrals

      What can you give as a reward?

      When you start to get referrals, Referral Factory gives you the flexibility to choose from hundreds of different reward options. 

      Something to note, when deciding on what rewards to issue choose one that will add value to your customers and their friends. Offering a reward people actually want will help you get referrals. 

       

      👉 Reward with Tremendous

      Tremendous is a global rewards and incentives platform that helps easily distribute 700+ options, including gift vouchers, prepaid cards, and money 💸 Plus, it’s free to use—you only pay for the rewards themselves.

      🔗 Read how to connect Referral Factory and Tremendous here. 

      🔗 See the full catalog of Tremendous reward options here.

       

      👉 Issue Your Own Rewards

      If you want to issue rewards yourself when you get referrals but need some help keeping track of who, when, and what to reward, our Issue Your Own feature is for you. 

      🔗 Read about issuing your own rewards here.

      👉 Reward with Webhooks (Coming Soon!)

      👉 Reward with Zapier

      You can use Zapier to issue rewards to the person referring and the person invited for participating in your referral program. You can create a reward in Referral Factory that will trigger a Zap to issue a reward from the app you connected in your Zap.

      🔗 Read how to issue rewards with Referral Factory and Zapier

       

      Get Started With Rewards

      You will need

      • Any Referral Factory plan
      • A draft or published referral campaign in Referral Factory

      Please note: Rewards are linked to campaigns. If you have multiple campaigns, you can create automated rewards for each one. 

      You might need

      Create a Reward

      • In the left-hand navigation bar of your Referral Factory dashboard, click the Rewards tab.
      • Click ‘Add New Reward’.

      reward_referrals

      • Name the reward. This is used for internal management purposes and won’t be shown to your users.
      • Choose who should be rewarded: the Person Referring or the Person Invited.

      Tip: If you want to reward both in the same campaign, you can create multiple rewards as part of the same campaign.

      • Connect a campaign.

      Please note: 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. 

      • Click ‘Next’. 

      create_referral_program_rewards

      Rewards Setup

      • Select how you want to issue the reward: 
        • For Tremendous
          • Be sure to have connected your Tremendous account with Referral Factory. 🔗Read more here.referral_factory_tremendous_referral_campaign_integration
          • Connect a Tremendous campaign from the dropdown list.
          • Set the reward value.
          • Select the reward currency.
      referral_program_rewards

        • For Issue Your Own
          • Set the reward value. This is for internal management purposes and won’t be shown to your users. 

      referral_reward_value

      • Click ‘Next’.

      Define the Rules

      • Select whether a reward should be triggered when a referral is invited or when a referral is qualified (successful or converted).
      • Set the target number of referrals invited or referrals converted that trigger a reward.

      Tip: Want to reward when the referral is invited AND when that referral converts? Set up multiple rewards within the same campaign. 

      • Set whether you would like to limit the number of rewards that can be issued to any single user. 

      Please note: The limit is the number of rewards to be issued, not the value of the rewards. 

      • Click ‘Next’.

      define_referral_campaign_reward_rules

      • Click ‘Activate’.

      activate_rewards_fro_your_referral_campaign

       

      Track Rewards

      • In the left-hand navigation bar of your Referral Factory dashboard, click the Rewards tab.
      • To see a list of all the rewards you have created, select ‘Rewards Dashboard’.
      • Select ‘Rewards Due’ to see whether any users are due to receive rewards.
      • Select ‘Rewards Issued’ to see the rewards that have already been issued.
      referral_factory_rewards_dashboard

      Issue Rewards

      • In the left-hand navigation bar of your Referral Factory dashboard, click the Rewards tab.
      • Select ‘Rewards Due’.
      • A list of due rewards will appear in the table below.
      • Select the reward you want to issue.

      issue_rewards_to_your_customers

      • Click on the issue rewards in the top right-hand corner.
      • The cart will show the type of reward, reward name, campaign name, number of rewards due, and the total value of the rewards. 
      • For Tremendous
      • Click >>> Issue Via Tremendous

      Please note: Clicking ‘Authorize’ will automatically create and send the rewards via Tremendous. This will charge your Tremendous account.

       

      issue_referral_rewards_via_tremendous

      • For Issue Your Own
      • Click ‘Mark as Issued’.

      mark_issued_rewards

       

      Please note: You cannot add different types of rewards to the same cart. If you want to issue Tremendous rewards and ‘Issue Your Own’ rewards, you must add these to separate carts.

      Edit Rewards 

      • In the left-hand navigation bar of your Referral Factory dashboard, click the Rewards tab.
      • In the ‘Rewards Dashboard’ section, click the blue icon in the ‘Actions’  column. 
      • Select ‘Edit Reward Name’.
      • Click ‘Next’ through the steps of the reward builder and ‘Save’.

      edit_referral_campaign_rewards

       

      Please note: It is not possible to edit the rules of rewards that have already been created. If you want to make any changes to a reward, create a new reward and deactivate the existing reward. 

      Deactivate Rewards

      • In the left-hand navigation bar of your Referral Factory dashboard, click the Rewards tab.
      • In the ‘Rewards Dashboard’ section, click the blue icon in the ‘Actions’  column. 
      • Select ‘Deactivate Reward’.
      • Click ‘Deactivate Reward’ to confirm

      deactivate_rewards_in_your_referral_program

      Please note: After deactivating a reward, you will not lose any associated past data. For example, if users are due rewards or have been issued rewards. You will NOT be able to reactivate the reward in the future.

      Delete Due Rewards to Individual Users

      • In the left-hand navigation bar of your Referral Factory dashboard, click the Rewards tab.
      • Select the ‘Rewards Due’ section.
      • Next to the relevant reward due, click the blue icon in the ‘Actions’  column. 
      • Click ‘Yes, Delete’ to confirm.

      delete_rewards

      Export Reward Data

      • In the left-hand navigation bar of your Referral Factory dashboard, click the Rewards tab.
      • Select the relevant section ‘Rewards Due’ or ‘Rewards Issued’.
      • Filter by Campaign Name, Date, or Status, or use the search bar.
      • Click ‘Export’.

      filter_rewards_inside_referral_factory

         

      With Referral Factory it’s easy to offer rewards to both the person referring and the person invited. Having great rewards and incentives built into the heart of your referral program will increase the likelihood that you will get referrals from your customers 🚀