When you get referrals, our ‘Issue Your Own’ rewards feature, allows you to decide who gets rewarded, when they get rewarded, and what the reward should be.
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.
Want to issue your own reward? No problem!
When you start getting referrals, Referral Factory's rewards feature will make it easy for you to see which users are due rewards, and which users have already been issued rewards. Customers often use this feature when rewarding in points, credits, or discounts, that only they can issue.
In this guide 👇
👉 Issue Your Own Rewards: Who, When, and What?
- Who can you reward?
- When can you reward?
- What can you reward?
- You Will Need
👉 Delete Due Rewards to Individual Users
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?
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 Invited hits a target number of referrals
- The Person Invited hits a target number of converted or successful referrals
What can you reward?
Referral Factory’s ‘Issue Your Own’ reward feature means that you can manage your rewards using our system but issue them manually. This is particularly useful if when you get new referrals, you’d like to reward in your own currency, for example with branded swag or complimentary services.
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.
Get Started
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.
Create a Reward
- In the left-hand navigation bar of your Referral Factory dashboard, click the Rewards tab.
- Click ‘Add New Reward’.
- 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’.
Rewards Setup
- Select ‘Issue Your Own’.
- Set the reward value. This value is for internal management purposes and won’t be shown to your users.
- Click ‘Next’.
Define the Rules
- Select whether a reward should be triggered when a referral is invited or when a referral is converted.
- Set the target number of referrals invited or referrals converted that trigger a reward.
Tip: If you get referrals and 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’.
- Click ‘Activate’.
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.
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.
- 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.
- Click ‘Mark as Issued’.
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’.
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
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.
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’.
