Setting Up the Bonus Conversion Trigger
Learn how to set up the Conversion Stage Trigger to automatically reward your advocates.
There are two options for configuring the conversion stage trigger:
1. Single-Stage Conversion Trigger
This option rewards your advocate immediately after a referral is captured. For example, when a referral completes a registration form, signs up, or subscribes.
2. Multi-Stage Conversion Trigger
This option rewards your advocate only after a referral triggers a specific event on your website. For example, after a referral makes a purchase, completes a task, or finishes an onboarding process. This method generates no bonus when a referral is initially captured.
1. Single-Stage Conversion Trigger
This option rewards your advocate immediately after a referral is captured. For example, when a referral completes a registration form, signs up, or subscribes.
2. Multi-Stage Conversion Trigger
This option rewards your advocate only after a referral triggers a specific event on your website. For example, after a referral makes a purchase, completes a task, or finishes an onboarding process. This method generates no bonus when a referral is initially captured.
Where Do I Setup a Conversion Stage Trigger?
- Sign in to your Genius Referrals account.
- In the navigation menu on the left side, click the Preferences page under Program Settings.
- Next, click on the Bonus Trigger on the Preferences list.
- Once on this page, choose when the conversion stage triggers. You can choose from:
- Multi-Stage Conversion Trigger: You can reward your advocate once a referral has triggered a specific event on your website. For example, right after they complete a purchase, a task, an onboarding process, etc.
- Single Stage Conversion Trigger: You can reward your advocate immediately after a referral is captured. For example, right after they complete a sign-up or subscription for
Example of a Single-Stage Conversion Trigger
The following diagram illustrates a typical flow for this trigger. The referral is captured, and a bonus is issued after completing the registration form (Step 5).
The following diagram illustrates a typical flow for this trigger. The referral is captured, and a bonus is issued after completing the registration form (Step 5).
Example of a Multi-Stage Conversion Trigger
The following diagram illustrates a typical flow for this trigger. The referral is captured when the registration form is completed (Step 5), but the bonus is only triggered when the referral completes the purchase (Step 6).
The following diagram illustrates a typical flow for this trigger. The referral is captured when the registration form is completed (Step 5), but the bonus is only triggered when the referral completes the purchase (Step 6).
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