Welcome to the Program Editor Explained guide! This walkthrough will help you understand the functionality of each section in the Genius Referrals Program Editor.

• Single-Sided Rewards: Only the advocate (referrer) receives a reward.
• Double-Sided Rewards: Both the advocate and their referred friend receive a reward upon a successful referral.

• Tier 1: Earn $10 for the first 5 referrals.
• Tier 2: Earn $20 for the next 10 referrals.
• Tier 3: Earn $50 for 20+ referrals.

• Level 1: Advocate A refers Advocate B → Advocate A earns a reward.
• Level 2: Advocate B refers Advocate C → Advocate A and Advocate B earn rewards.
• Level 3: Advocate C refers Advocate D → Advocate A, Advocate B, and Advocate C all earn rewards.

• Time-Based Bonuses: Extra rewards for referrals made within a specific period (e.g., "Get double rewards this month!").
• Minimum Purchase Amounts: Only reward referrals that generate sales above a set threshold.
• Maximum Bonus Limits: Set a cap on rewards to control costs and prevent abuse.
• Custom Qualification Criteria: Define unique rules, such as industry-specific restrictions or required actions (e.g., referral must sign up within 15 days).

• Cash Payouts (PayPal, Wise, Bank Transfer) – Instant financial incentives.
• Discounts & Coupons – Drive repeat purchases.
• Gift Cards (Amazon, Visa, Tango, etc.) – Give advocates flexibility.
• Account Credits – Encourage customer retention.
• Exclusive Perks & Products – Offer early access, VIP benefits, or branded merchandise.

• A/B Test Different Reward Structures: Experiment with single vs. double-sided rewards, cash vs. non-cash incentives, and different tier levels to determine what drives the highest engagement.
• Align Rewards with Business Goals: Match reward values with customer lifetime value (CLV) to ensure cost-effectiveness.
• Clearly Communicate Reward Terms: Make sure advocates understand the rules, payout structure, and eligibility criteria to avoid confusion.
• Monitor Performance & Optimize Regularly: Use analytics to track conversions, identify top-performing advocates, and tweak incentives accordingly.

• Tier Setup Guide - Learn how to structure reward tiers effectively.
• MLM Setup Guide - Set up multi-level referral rewards to incentivize networks.
• Additional Rules Setup Guide - Understand how to review and approve bonuses.

• Customize colors, logos, fonts, and layouts to reflect your brand.

• Each advocate gets a unique link to share and track referrals.

• Configure social media, email, and other sharing options.

• Advocates can view stats like referrals, bonuses, shares, clicks, and conversions.

• Advocates can request payouts via PayPal, Gift Cards, Account Credit, Products, Shopify Discount Codes, or Vouchers.

1. Access the Editor

• Go to Program Setup > Advocate Portal > Editor.

• Header: Update images, titles, and subtitles.
• Navigation Menu: Modify tabs like Overview, Share, Earn, and Get Paid.
• Content: Customize pages to explain your program and showcase rewards.

• White-Label the Portal: Ensure it reflects your brand for a professional look.
• Test the Experience: Review the portal as an advocate to ensure it’s user-friendly.
• Engage Advocates: Use clear calls-to-action and engaging content.

• Setting Up Your Advocate Portal Guide - Customize and optimize your advocate dashboard.
• Post-Purchase Page Guide - Enable referral sharing at checkout.
• Widgets Guide - Add referral-sharing options to your website.

• Personalized Messages: Tailor referral messages to resonate with your audience.
• Platform-Specific Content: Optimize messaging for different platforms (e.g., social media, email, SMS).
• Brand Voice: Adjust the tone and style to align with your brand’s voice.

• Use clear, action-oriented language with strong calls-to-action (CTAs).
• Test different messaging variations to see what drives the most shares and conversions.

• Setting Up Your Share Messaging Guide

• Custom Layout: Personalize the layout and design to match your brand.
• Clear CTAs: Add compelling CTAs (e.g., “Sign Up Now,” “Claim Your Discount,” or “Schedule a Consultation”).
• Seamless Experience: Ensure the page is intuitive and easy to navigate.

• Use testimonials or social proof to build trust with new referrals.
• Optimize the page for mobile users to ensure a smooth experience on all devices.

• Referral Landing Page Guide - Optimize your referral page for better conversions.
• Redirecting Referrals After Form Submission Guide - Control where referrals go after signing up.

• Email Templates: Customize templates for welcome emails, reward notifications, and more.
• Website Notifications: Set up real-time notifications for updates on referrals, rewards, and bonuses.
• Brand Alignment: Ensure all communications reflect your brand’s tone and style.

• Use automated emails to keep advocates engaged and informed.
• Test notifications to ensure they are delivered correctly and at the right time.

• Email Messages Overview Guide - Manage and customize referral-related emails.
• Website Notifications Overview Guide - Configure real-time notifications for advocates.
• Customizing Email Templates for Your Referral Program Guide - Personalize emails to match your brand.

• Managing the Member Approval Process - Control who joins your referral program.
• Advocate Email Address Verification Guide - Ensure advocate authenticity by requiring email verification.

• Setting Up the Bonus Conversion Trigger - Automate reward conversions based on specific conditions.
• Activating and Testing the Bonus Approval Process - Learn how to review, approve, or deny bonuses.

• Fraud Detection Suite - Prevent and monitor fraudulent referrals.

• Language Management - Set up multilingual support for global audiences.
• Translating Your Referral Program Content - Ensure accurate translations for all referral program elements.

• Email Sending Domain Settings - Configure email domains to enhance deliverability.
• Primary Domain Settings - Manage the main domain settings for your referral program.
• Custom Domains Settings - Personalize referral URLs to align with your brand.
• Vanity URL Settings - Create user-friendly, branded URLs for better engagement.

• Managing Bonuses Tags - Categorize and analyze referral rewards efficiently.

• Shopify – Reward customers for referrals directly through your Shopify store.
• WooCommerce – Track and reward referrals within WooCommerce-powered stores.
• BigCommerce – Seamlessly integrate referral tracking with your BigCommerce shop.
• Squarespace – Add referral tracking to your Squarespace site using our integration guide.
• Shift4Shop – Automate referral rewards for your Shift4Shop customers.
• Adobe Commerce (Magento) – Track and reward referrals in your Adobe Commerce store.
• Americommerce – Manage your referral program within Americommerce.
• OpenCart – Enable referral tracking and rewards in your OpenCart store.
• CS-Cart – Reward customers for referrals in your CS-Cart-powered e-commerce business.
• Ecwid – Integrate referral tracking into your Ecwid storefront.

• HubSpot – Manage and track referral activity within HubSpot.
• Salesforce – Automate referral rewards and tracking in Salesforce.

• WordPress – Set up referral tracking on your WordPress site.
• PrestaShop – Automate referral rewards for PrestaShop stores.
• Joomla – Integrate GeniusReferrals with Joomla for seamless program management.
• Drupal – Reward customers for referrals through Drupal-powered sites.
• Tilda – Add referral tracking to your Tilda site using our step-by-step guide.

• PayPal – Instantly pay advocates for successful referrals.
• Tango – Offer digital gift cards as referral rewards.

• Mailchimp – Sync your referral program with Mailchimp for targeted email campaigns.
• GetResponse – Automate email nurturing for advocates and referrals.

• Google Analytics – Track referral traffic, conversions, and ROI.

• Zapier – Connect GeniusReferrals with 5,000+ apps, automating tasks between platforms.

• AppsFlyer – Reward users for mobile app installs and in-app events.

• Sync with Your CRM – Automate leads tracking and reward distribution through Hubspot or Salesforce.
• Leverage Email Marketing – Use Mailchimp and GetResponse to nurture advocates with automated email sequences.
• Automate Workflows – Use Zapier to connect GeniusReferrals with thousands of business tools.
• Track & Optimize – Monitor referral performance with Google Analytics to improve engagement and conversions.

1. Brand the Advocate Portal: Ensure it reflects your company’s branding.
2. Test Emails & Notifications: Verify all templates are customized and functional.
3. Add Referral Program to Your Website: Use provided code snippets to integrate with your site.
4. Test the Advocate Portal: Walk through the advocate experience to ensure everything works as expected.
5. Launch with Confidence: Encourage advocates to share on social media and promote the program.

• Conduct a prelaunch audit to identify and fix any issues before going live.
• Start with a soft launch to a small group of advocates to test the program before a full rollout.

• 7 Ways To Promote Your Referral Program - Boost awareness and engagement.
• 7 Pitfalls To Avoid In Your Referral Program - Prevent common mistakes.
• 10 Best Practices For Launching A Successful Referral Program - Ensure a successful rollout.