Learn how to make a referral campaign, configure the milestones, integrations, embedding it to your product or website, viewing the analytics and exporting them to CSV!
Let's see how to make a referral campaign on HiveOtter
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Click New campaign
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Give the campaign a name
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Click Proceed
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Give the campaign a short description. This will be shown on the referral page and other appropriate places.
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Go to Milestone to configure coupon code percent
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Activate the milestone option
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Configure the discount coupon percent and the number of referrals needed to be invited to get the coupon code
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Describe the instructions to redeem the coupon code. This will be sent on email to the referrals along with the coupon code.
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Go to Integrations to configure payment gateway integrations
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Activate the integrations
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Pick the payment gateway and enter the API keys. More about this step in a different guide
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Go to Embed to embed the referral program to your website or product
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Activate the embed option
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Enter the URL of your landing page
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Fist step, you need to copy the <script/> to your landing page so that it attributes the visitor with the referrer.
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Copy it to your clipboard and paste it on your page
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Second, you need to inform the system when a user logs in so that it attributes to the referrer and it check the milestones correctly.
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It is a good practice to show the referral code to your customers so that they can share it in their network and the chain propagates! Paste this where you want to embed, example a modal
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Go to Analytics
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You can view number of referrals, fulfilled referrals. You can as well export it to a CSV!
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Go to General
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Copy the link and start sharing in your network!
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Go to Campaigns
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You can quickly check analytics across the campaigns!