Choose this type of referral program if you would like to reward your customers only when the friends that they refer take a certain action (e.g., registration, purchase, newsletter sign up) on your website.  You can also set a specific goal in terms of number of referrals a person needs to bring in to win the reward. You can follow this guide to setup your goal-based rewards referral campaign. Otherwise, if you'd like us to walk through the setup process over a video call - feel free to   and we will get in touch.  

Step 1. Choosing campaign type 

First of all you’ll need to choose the 'Goal-based Rewards' campaign type from the list.

Step 2. Configuring rewards

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

Setting campaign rules for goal-based rewards campaign

First of all you need to choose whether you are going to reward your customers every time they reach their referral goal or just 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 or each time they bring three friends.

Then you need to choose the goal for this campaign. It can be to drive site visits or conversions. In the first case every unique visit to your site via a referral link is counted towards the goal. Conversion means that participant’s friends not only visit your site but also perform a specific action that you choose (e.g., make a purchase, register, sign up to a newsletter).

In terms of rewarding your referrer, there are multiple options available for you to choose from:

Reward manually. Choose this option if your reward can't be sent by email (e.g. coupons).  In this case once a campaign participant reaches the goal (i.e. attract the specified number of referrals), we can send an email on your behalf letting them know that they are eligible for the reward.  Also choose this option if you'd like to reward through a multi-use coupon code - you can insert this into the email notification body.  

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 the '[coupon]' placeholder into the body of your reward notification (see example below). You need to specify subject and text for this email.

Goal based rewards campaign 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 reach you at, if they have any questions about your campaign.

Two-sided Incentives (reward for friends)

With InviteBox, you could also offer a reward for friends (the people being referred).  As a best practice, it will maximize conversions on your website and can make your referral campaign go viral.

Goal based rewards campaign- Reward for friends

You can choose between using a multi-use coupon or uploading an Excel (.XLS) file with coupons (in a single column) and they will be automatically distributed among friends (the people being referred). When the friends click on the referral link and land on your website, they will be shown a popup that will display the coupon code that they can use to get the discount.  This screen can be customized in the next step.

Step 3. Configuring widget appearance

The first thing you'll choose is how you'd like to integrate the InviteBox widget into your website.  The following options are available to you and we will go through them one by one here.

Goal based rewards campaign Appearance options

1) Popup mode 

The InviteBox widget will appear as a popup on your site.  You can choose between showing your widget once to each unique visitor to your website (in other words, if the person is a return visitor, then the popup will not be shown) or to show the widget each time a visitor visits the page containing the widget. 

2) Badge

A badge is a floating HTML element that's always within the viewable portion of the user's web browser, as shown in the picture below.  You have the option to change badge title and its position. Badge color will be always the same as the color you choose for the widget (we will get to this later in this step).

3) Upload your own button or banner

With this option, you can upload your own image or banner that will act as a button to display the InviteBox widget.  

4) Custom Integration

Choose this option if you would like to use InviteBox's javascript API that you can find here to show the InviteBox widget.

5) Embed widget directly into the host page

With this option, the InviteBox widget will appear embedded within a page on your website.  If you customize the widget to match the look and feel of your website, users will have a seamless experience with the InviteBox widget appearing to be a part of your website (rather than an external plugin).

6) MailChimp integration

If you would like to include InviteBox's sharing capabilities within email campaigns (MailChimp or any other), choose this option.

Once you have chosen one of the above options, you can proceed 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 social sharing post content. A captivating message is key to drive high click through rates and social engagement (likes, retweets, etc.)
  • Choose the social channels relevant to your audience by clicking on the icons.
  • Upload a thumbnail image by clicking on 'Add Image' that will be included when your customers share on social / messaging platforms.

The InviteBox widget shown below is fully customizable.  The color of the widget can be changed by clicking on the pallette icon on the top left.  The main content area can include custom HTML, text, images, etc.  You can customize the widget to match the look and feel of your brand.  

Goal based rewards campaign Widget customization

In step 2, if you chose to also reward friends (the people being referred), you can also customize the appearance of the popup that they see when they first land on your website through any referral link.  By default, the color will be the same as the widget color.  You can edit and style the text.  

Goal based rewards campaign Coupon popup for friends

Step 4. Integrating InviteBox into your site

You are now one step away from getting your first referral! Launch your referral program online by embedding InviteBox widget into a page (or pages) on your website.

Based on the options you've chosen in the previous steps, one or more snippets of code might be displayed here.  If you see widget script, copy paste the snippet of HTML/Javascript into your website as per the instructions to have the widget appear on your website.

If you chose conversion as a goal, then you will see a conversion tracking script here.  You'll need to copy paste the conversion tracking script into the confirmation page (just before the close </head> tag of your webpage) .  The confirmation page is the page that's displayed right after the user takes the conversion action as you have defined (e.g., registration confirmation, newsletter sign up confirmation, order confirmation).  Once the script is in place, InviteBox can automatically track when the friends (people being referred) actually convert on your website.

As always, if you have any questions or would like a call to walk through the setup process - feel free to  .  All the best with your campaign!