In this type of referral program the customer is offered a reward for achieving a specific goal set in terms of number of referrals brought in. You can define referral either as simply a visitor to your site or a visitor that went on to become a customer or converted otherwise. Also you could offer additional reward for referrals to maximize conversion rate.Let see how to setup your referral program with goal-based rewards. 

Step 1. Choosing campaign type 

First of all you’ll need to choose instant reward campaign type from the list.

goal-based reward campaign type

Step 2. Configuring rewards

At this step you need to set the rules of your referral program and define how you are going to reward your participants. 

configuring goal-based rewards

First of all you need to choose whether you are going to reward your customers every time they reach their referral goal or only once.  Then select the number of referrals (friends) your customers need to attract to get the reward.  For example you can reward your customers for each friend they bring to your business, every time they bring three friends or only once when the number of friends they attract become five.

Then you need select the way you want to define a referral for this campaign. It can be just a site visit or conversion. In the first case every unique visit of your site via a referral link is counted towards the goal. Conversion means that participant’s friends should not only visit your site but perform some actions there (make a purchase, sign up etc).

After it choose one of the available reward options from the list:

Reward manually. Choose this option if your reward can't be sent by email (e.g. smartphone), in this case once a campaign participant reaches his goal (i.e. attract the specified number of referrals), we will email him on your behalf letting him know that he is eligible for the reward.  Also this option can be chosen if reward notification can contain the reward (e.g. if you'd like to reward everybody with the same multi-use coupon so participant . Also you can choose this 

With coupon codes.  This option should be chosen if you'd like to reward your campaign participants with unique coupon codes. For this purpose you need to upload a single-column XLS file with codes and insert [coupon] placeholder into the body of your reward notification (see example below). You need to specify subject and text for this email.

Goal-based reward notification

By performing an action in your application. In order to perform an action in your application as a reward to the participant you'll need to integrate with InviteBox using our API. In this case reward notification also will be sent.

Fill in the “Reply email” field with the email your participants could contact you if they have any questions about your campaign.

Two-sided Incentives (reward for the referrals)

With InviteBox you could also offer reward for referrals, it will not only maximize conversions on your website but make your referral promotion more viral.

two-sided incentives

You can choose between multi-use coupons and uploading one more XLS file with coupons and they will be automatically distributed among referrals. When they click on referral link they will see something like this:

Referral reward

This screen can be customized on the next step (appearance tab).

Step 3. Configuring widget appearance

configuring widget appearance

At this section you need to accomplish the following actions:

  • Edit all text captions by clicking on them. Make sure to change the defaults to reflect your campaign terms.
  • Alter the default post text. Most users don't change the post text, so make sure to provide the best default possible. A captivating post text is key to having high click trough rate and social engagement (likes, retweets, etc.)
  • Choose the social channels relevant to your audience by clicking on the icons.
  • Optionally change the widget color by clicking on the palette icon.
  • Optionally upload a thumbnail image that will be included into the users' posts.

configuring widget appearance 2

Step 4. Integrating InviteBox into your site

You are now one step away from getting your first referral! Put your referral program online by embedding InviteBox widget into a page (or pages) on your website. To do that, you need to select one of the available ways to present it and paste the code snippet below into your page source code. You could choose from the following integration options:

1) Popup mode 

Here you can choose between showing your widget once to each unique visitor or to show widget every time visitor see the page with widget code. In the first case you can paste your widget script into the all pages of your website, so every site visitor can participate in your campaign.

2) Badge


Here you can change badge title and its position. Badge color will be always the same as your widget.

3) Default buttons

default buttons

4) You could upload your own button or banner

5) Embed widget directly into the host page (without popup window)

6) Custom integration

Select this option if you want your application to determine when to show InviteBox widget and trigger it via JavaScript API.

When integration option is chosen you just need to insert widget script into the spot where you would like it to appear.

widget script

If you chose conversion as a goal then you also need to paste the tracking script into your website. Without it InviteBox won't be able to track conversions for your campaign.

tracking script

You should paste this script into the page that goes just after your conversion page  at the end of the <head> section, just before the </head> tag. For example into a “thank you” page after confirmation of a purchase or sign up.

If we were not clear enough and you still have questions - feel free to drop us a line.