With this lifecycle Tactic, you can ask your active customers to refer your brand to their friends and family by offering a personal referral link and reward them on action.
This Tactic requires an additional tool for generating the personalized referral link, which you can then insert to your campaigns. For such tool integrations, see:
It supports the Active customers objective by contributing to the following strategies:
- Drive First Purchase
- Increase Number of Order
- Increase Premium Custom Revenue
Channels
- Web channel
- Digital Ads
- SMS
- Mobile Push
- Mobile In-app
This Tactic has additional variants for Mobile-only (In-app and Push+SMS) channels. For more information, see Mobile variants.
Basic workflow
- Purchase
- Wait 14 days
- Send a personalized referral link with incentive offer
- Reminder after 7 days
Interactions programs
The basic, email-only variant of the program looks like the following:
The most advanced Email+Digital Ads+Web Channel+SMS variant of the program looks like the following:
Mobile variants
This program has a mobile-only (In-app) variant as well, which looks like the following:
The Mobile Push+SMS variant of the program looks like the following:
Activating the Tactic
Prerequisites
- Web Extend
- Personalized referral link
- Email campaigns
- Web channel campaigns (if used)
- Digital Ads campaigns (if used)
- SMS campaigns (if used)
- Mobile Push campaigns (if used)
- Mobile In-app campaigns (if used)
- Personalization tokens
Steps
- The Purchased event is the pre-selected Web Extend event in the entry node of the program.
- By default, the Participation check node excludes contacts from the program, who have already participated in the last 180 days.
- Create the email campaigns.
- Create the Web Channel campaigns (if used).
- Create the Digital Ads campaigns (if used).
- Create the SMS campaigns (if used).
- Create the In-app and/or Mobile Push campaigns (only for mobile variants).
- Add personalization tokens.
- Add the referral links.
- Activate the Tactic.
For the mobile variants of the program, you need to create only the In-app, or the Mobile Push and SMS campaigns.
Tips & hints
As the first step of creating content for this Referral offer Tactic, you can get some inspiration and creative ideas at Emarsys Inspirations: