Create and activate campaigns to start running your referral or affiliate program. Choose between a refer-a-friend or affiliate campaign, depending on your referral marketing needs:
A refer-a-friend campaign, also known as customer referral campaign, targets customers who have direct experience with a your product or service. Both the referrer and the referred friend receive rewards. This type of program relies on personal relationships to increase customer base, loyalty, and sales.
An affiliate campaign is a way for merchants to reward partners, also known as affiliates, for promoting your products or services. When a customer makes a purchase through an affiliate link, the affiliate earns a cash reward or commission. This type of program relies on the established audience of the affiliates to increase brand awareness and sales.
Create a campaign
To create a campaign:
Navigate to your Campaigns page:
Click Create new campaign (Shopify) or Create campaign (Non-Shopify).
Select either Refer-a-Friend or Affiliate.
Click Create campaign. If you chose Refer-a-Friend, your campaign is ready to set up and activate. If you chose to create an Affiliate campaign:
Select among the affiliate campaign types:
Instant access - Affiliates can immediately sign up and enroll
Curated - Applicants are queued for review before approval
Invite only - Upload a hand-picked list of affiliates
Click Choose campaign. A warning popup appears. Click Proceed.
Click View new campaign to fully set up your affiliate campaign.
Note: The new campaign created has the default and recommended settings enabled.
Set up your campaign
Once created, configure additional campaign settings such as rewards, widgets, and themes. Read the Getting started guide to learn more.
Activate the campaign
To set your campaign status to Live when you're done setting up:
ReferralCandy dashboard | ReferralCandy app on Shopify |
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You must complete all required settings and configurations before activating a campaign. A warning message may appear to indicate any missing or incomplete setup steps.
When a campaign is live:
New advocates or affiliates that meet your segment criteria are enrolled
Existing advocates can continue referring new friends
If enabled, referral emails are sent to advocates and affiliates
If enabled, pages and widgets are accessible
💬 Need help? Click the chat widget on the right to start a conversation. Learn more