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      Rewarding with Referral Factory and Zapier

      With Referral Factory and Zapier 🎁 you can automatically issue rewards to your customers and the friends they invite when you get referrals.

      zapier

       

      You can fire a zap every time a reward needs to be issued. This will trigger the app you connect to issue your rewards. Examples include Shopify, SwagUp, Rewards, Genius etc

       

      In this guide, we will cover everything you need to issue rewards through Zapier👇

       

      👉 Get Started with Referral Factory and Zapier

      • You Will Need
      • Connect Your Tremendous Account

      👉 Add a Reward in Referral Factory

      • Create Rewards
      • Setup Reward
      • Define Rules
      • Activate Rewards
      • Track Rewards

      👉 Setup Your Zap To Issue Rewards in Zapier

      👉 Issue Rewards in Referral Factory

      👉 Track Rewards

       👉 Edit Rewards

      👉 Deactivate Rewards

      👉 Delete Due Rewards to Individuals

      👉 Export Rewards Data

       

      👉 Get Started with Referral Factory and Zapier

      You Will Need

      • An account with Zapier. 🔗 Sign up on Zapier here.
      • Any Referral Factory plan.
      • A draft or published referral campaign in Referral Factory.

       

      👉 Add a Reward in Referral Factory

      Create Reward

      • In the left-hand navigation bar of your Referral Factory dashboard, click Rewards.
      • Click ‘Add New Reward’.
        Screenshot showing that Referral Factory allows create a reward for your referral program software.
      • 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’. 

      Screenshot showing that Referral Factory allows create a reward for your referral program software

      Setup Reward

      • Select Zapier.
      • Set the reward value.
      • Click ‘Next’

      Screenshot showing that Referral Factory allows create a reward via Zapier for your referral program software

      Define 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: 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’.

      Screenshot showing that Referral Factory allows create a reward for your referral program software

      Activate Reward

      Once you've finished your rewards setup, click the 'Activate' button to activate your reward.

      Screenshot showing that Referral Factory allows create a reward for your referral program software and activate.

       

      👉 Setup Your Zap To Issue Rewards In Zapier

      To get started, login to your Zapier account and create a new zap. 

      • Select Referral Factory as the app and Issue Rewards as the event. Click ‘Continue’.
      •  Connect your Referral Factory account.

      Screenshot showing that Referral Factory allows create a reward for your referral program software

      • Choose the reward you want to use to trigger the zap - this will be the reward you created in Referral Factory using the steps above.
      • Click ‘Continue’.
      • Test your trigger to make sure everything works as it should. 

      The next step is to set up the Action. This is what will happen when the zap is triggered. This action is what will issue the reward. For example.

      • If you are using SwagUp, you could send a shipment to one of your contacts.
      • If you use Shopify, then the action could be to create an order in Shopify that will be sent to the person who needs a reward. 
        Screenshot showing that Referral Factory allows create a reward for your referral program software

      👉 Issue Rewards In Referral Factory

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

      Screenshot showing that Referral Factory allows Edit reward name for your referral program software

      • 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 >>> Issue Via Zapier

      Please note: Clicking ‘Authorize’ will automatically trigger the zap you created.

      Screenshot showing that Referral Factory allows issue reward user from your referral program software

      Please note: You cannot add different types of rewards to the same cart.  

       

      👉 Track Rewards 

      • In the left-hand navigation bar of your Referral Factory dashboard, click Rewards.
      • 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.

      Screenshot showing that Referral Factory allows create a reward for your referral program software

      👉 Edit Rewards 

      • In the left-hand navigation bar of your Referral Factory dashboard, click Rewards.
      • 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’.

      Screenshot showing that Referral Factory allows edit reward name from your referral program software

      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 account, click Rewards.

      • In the ‘Rewards Dashboard’, click the blue icon in the ‘Actions’  column. 

      • From the drop-down menu, select ‘Deactivate Reward’.

      • To delete the reward, click ‘Deactivate Reward’ to confirm this action.

      Screenshot showing that Referral Factory allows deactivate reward for your referral program software

      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 Rewards.
      • Select the ‘Rewards Due’ tab.
      • Next to the relevant reward due, click the blue icon in the ‘Actions’  column. 
      • Click ‘Yes, Delete’ to confirm. 

      Screenshot showing that Referral Factory allows delete a reward for your referral program software

      👉 Export Reward Data

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

      Screenshot showing that Referral Factory allows export reward users from your referral program software