Program Setup
Easily configure and customize every aspect of your referral program within the Editor. From reward campaigns to advanced features like multi-level marketing, fraud detection, and more, set up the tools to drive engagement, track performance, and reward your advocates effectively.
🛠️ Program Editor
The Program Editor is the central hub for managing your referral program. Inside the editor, you’ll find tools to set up Reward Campaigns, customize the Advocate Portal, configure Share Messaging, manage Emails & Notifications, and more—all designed to help you build, optimize, and grow your program effectively.
This guide offers a detailed walkthrough of the Program Editor, enabling you to build, customize, and optimize your referral program.
🎁 Reward Campaigns
Set up your reward campaigns to motivate and incentivize your advocates. Configure the settings on this section to define how earned rewards are calculated and distributed.
Set up and customize your referral campaign with step-by-step guidance on tiers, rewards, and campaign rules.
Create multi-tiered reward systems for enhanced engagement and incentives.
Expand your program with multi-level marketing features.
Implement customized rules for your referral program.
👥🌐 Advocate Portal
The Advocate Portal is where your advocates can track their progress, view rewards, and manage their referrals. It’s the central hub for engagement in your referral program.
This guide shows how to customize your Advocate Portal to match your brand, manage user roles, and enhance the advocate experience.
The Post-Purchase Widget allows advocates to share referrals immediately after completing a purchase. It’s designed to boost engagement and drive more referrals during the shopping experience.
The Link Sharing Widget enables advocates to easily share referral links via various channels. This tool helps increase referral reach and makes sharing more accessible for your advocates.
💬🔗 Share Messaging
Customize your share messaging to align with your brand’s voice and engage advocates effectively.
Learn how to personalize and set up your share messaging to encourage more referrals from your advocates.
🌐🔗 Referral Page
Customize your referral landing page to provide a seamless experience for your advocates and referred users.
Set up your referral landing page to align with your branding and optimize the referral process.
Learn how to automatically redirect advocates or referrals after submitting the form for a smooth user experience.
📧🔔 Emails & Web Site Notifications
Manage email and website notifications to keep your advocates, referrals, and team members informed and engaged.
Learn how to manage and customize email messages for your advocates, referrals, and internal team, ensuring clear communication throughout the referral program.
Set up and customize website notifications to enhance the user experience for your advocates, referrals, and team members.
Discover how to customize your email templates to maintain a consistent brand voice and effectively communicate with your advocates, referrals, and team.
👥 Members Settings
Manage and configure settings for advocates and referrals, ensuring a smooth experience in your referral program.
Learn how to manage the process for approving new advocates for your program.
This guide covers the steps for verifying email addresses to ensure communication accuracy.
🎁 Reward Settings
Learn how to activate and test the bonus approval process to manually manage rewards in your referral program.
Understand how to configure the trigger that converts referrals into bonuses, ensuring timely and accurate reward distribution.
🔐 Fraud Detection
Protect your referral program with advanced tools to identify and prevent fraudulent activities.
Learn how to use the Fraud Detection Suite to protect your referral program from fraud and ensure fair and secure participation.
🌍 Language Management
Easily manage and customize the languages for your referral program to reach a wider audience.
Learn how to set up and manage the languages available in your referral program.
Learn how to translate and adapt your referral program content to connect with audiences worldwide.
🌐 DOMAINS & URLS
Learn how to configure the domain for sending emails from your referral program to ensure proper email deliverability.
Discover how to set up your primary domain for your referral program to reflect your brand.
Find out how to create custom domains for your referral program for a more personalized experience.
Learn how to create vanity URLs for your referral program to improve branding and make links more memorable.
🏷️ Tag Management
Discover how to create, assign, and manage bonus tags to efficiently track and categorize bonuses within your program.