How to make a referral campaign on HiveOtter

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!

Watch the guide

26 steps

4 months ago

1
Let's see how to make a referral campaign on HiveOtter
Let's see how to make a referral campaign on <b>HiveOtter</b>
2
Click New campaign
Click <b>New campaign</b>
3
Give the campaign a name
Give the campaign a name
4
Click Proceed
Click <b>Proceed</b>
5
Give the campaign a short description. This will be shown on the referral page and other appropriate places.
Give the campaign a short description. This will be shown on the referral page and other appropriate places.
6
Go to Milestone to configure coupon code percent
Go to&nbsp;<b>Milestone </b>to configure coupon code percent
7
Activate the milestone option
Activate the milestone option
8
Configure the discount coupon percent and the number of referrals needed to be invited to get the coupon code
Configure the discount <b>coupon percent </b>and the <b>number of referrals</b> needed to be invited to get the coupon code
9
Describe the instructions to redeem the coupon code. This will be sent on email to the referrals along with the coupon code.
Describe the instructions to redeem the coupon code. This will be sent on email to the referrals along with the coupon code.
10
Go to Integrations to configure payment gateway integrations
Go to&nbsp;<b>Integrations </b>to configure payment gateway integrations
11
Activate the integrations
Activate the integrations
12
Pick the payment gateway and enter the API keys. More about this step in a different guide
Pick the payment gateway and enter the API keys. More about this step in a different guide
13
Go to Embed to embed the referral program to your website or product
Go to&nbsp;<b>Embed </b>to embed the referral program to your website or product
14
Activate the embed option
Activate the <b>embed</b> option
15
Enter the URL of your landing page
Enter the <b>URL</b> of your <u>landing page</u>
16
Fist step, you need to copy the <script/> to your landing page so that it attributes the visitor with the referrer.
Fist step, you need to copy the <i>&lt;script/&gt;</i> to your <b>landing page</b> so that it attributes the visitor with the referrer.
17
Copy it to your clipboard and paste it on your page
<b>Copy</b>&nbsp;it to your clipboard and paste it on your page
18
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.
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.
19
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
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
20
Go to Analytics
Go to&nbsp;<b>Analytics</b>
21
You can view number of referrals, fulfilled referrals. You can as well export it to a CSV!
You can view number of referrals, fulfilled referrals. You can as well export it to a <b>CSV</b>!
22
Go to General
Go to&nbsp;<b>General</b>
23
Copy the link and start sharing in your network!
<b>Copy the link</b>&nbsp;and start sharing in your network!
24
Go to Campaigns
Go to&nbsp;<b>Campaigns</b>
25
You can quickly check analytics across the campaigns!
You can quickly check analytics across the campaigns!
26
Start making your own referral campaign now!
Start making your own referral campaign now!