Referrals & marketing

Create and manage Referral Campaigns

Define an offer with dates, disclaimer and reward timing.

For owners1 min read

Use the three-step campaign flow

  1. Open Referral Campaigns and choose New Campaign.
  2. Enter the offer and required start date; add an end date if needed.
  3. Choose reward details/timing and review the disclaimer.
  4. Review the final step and save.
  5. Use the campaign controls to pause/deactivate or view statistics.
The campaign workflow begins with the offer name and active dates.
The campaign workflow begins with the offer name and active dates.

Read the campaign sections

Your Campaigns, Campaign History and Referred Friends are collapsible. Expired/deactivated offers remain in history rather than disappearing. Campaign statistics include the disclosed signup basis and campaign-origin lifetime-value information; unknown historical activation dates are not invented.

Offers have saved terms

The currently applicable active offer is used for new referrals and its terms are saved with the referral. Editing a campaign later must not change an already-submitted referral’s promised terms. Campaign email blasts are not part of this workflow.

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