Introduction
Our referral programme is fully embedded within our Automator Workflows. This effectively means you can use any existing events, conditions or actions to reward both the customer who referred someone or the customer who used someone's link.
For vocabulary sake:
- Referrer - this is the customer who shared a link or got someone else to register/buy/do something
- Customer - this is the person who used someone else's link or code to register/buy/do something
In this guide, we'll cover how to setup some common automators to get your referral programme kick-started as well as how you can see the success of your programme.
Common Use Cases
We broadly would consider the following to be typical use cases of the referral programme:
- To attract new registrations
- To encourage existing customers to get new customers to buy
How to Locate Referral Codes and Override
Whenever a customer signs up, CodexFit will automatically generate a referral code. You can find this in the customer's account in CodexFit.
Please note, you can override this code by clicking on edit and change this code. This may be used to generate links for influencers or instructors to share that is more friendly to share than the randomly generated code.
How Referral Code Redemption Works
If a customer uses a link to register (i.e. they are not previously a customer of your brand), upon a successful registration the referrer's account will get attribution for signing up that customer. And the customer's account will be updated to say they were referred by that referrer. You can see this in the above screenshot (referred by).
To see how many customer's a referrer has gotten to sign up with their code, you can navigate to a customer's account and you'll see a tab at the bottom called referred customers.
Remember, only new customer's can use a link for CodexFit to successfully attribute the referral to the referrer. If someone had already had an account, they cannot claim they were referred by someone else. The only way to change this is if they contact your team and you edit the customer's account and select the referrer from the dropdown when editing the profile. We highly advise only doing this in special circumstances. Note, if the customer contacts you and you add a referrer, anything they've done on the system already will not trigger automators. So if they contact you after they have already purchased and you have an automator setup to do an action on a purchase, you will need to manually issue the reward.
How to Share Referral Codes
If you have Metabase, you can find the referral code in your Metabase setup. You could then download a CSV of these and import them into your CRM provider. We will also send these to Mailchimp and Klaviyo (in a future release) so you can automatically receive these and send them out to customers.
You can also get a page designed and built for your website if you talk with the project manager who is responsible for the frontend. Please note, adding a page to display a referral code or showing it within the my account area will require design and build time from twotwentyseven and therefore has an additional cost.
To share a referral link they are formatted like this:
https://yoursiteurl.com?referral_code=XYZ123
Points/Spend Options
While it's possible to run a referral programme based purely on someone buying or registering then giving something to both customers, you can also use our new points ledger which can give points to customers or referrers when someone registers or buys (you can use points for many other things like number of events attended or videos watched... lots of options).
You'll see in the action "add points" that you can select to add points based on spend or just a fixed number of points.
- Spend: If you select this, we will give 1 point per cent/pence spent. So someone spending £20 will give them 2,000 points.
- Points: This is better used if you are giving someone points based on specific bundles or plans purchased (in this case you would have a condition to run the automator only when certain bundle, like an intro offer, are purchased).
If you start to setup automators to give customers points, you will see within a customer's profile on CodexFit that they have a points tab (next to credits and orders) so you can get a running total of all the ways a customer has earned points over time.
You may want us to add a points area within the my account on your website. If so, there is an additional cost to design and build this and you should contact your project manager at twotwentyseven to get this added.
We also recommend setting up a tiered system so that customer can earn certain things as they accumulate more points. You can setup an automator with an action to do certain actions based on certain number of points. See example 3 below where we outline what this could look like.
Automators Examples
Example 1
Purpose: Congratulate the referrer and give the customer who registered a voucher
Event: Customer Registered
Conditions: Customer Referrer with != and leave value empty (this means on the registration event, only customer's with a referrer on their account will get the actions below)
Actions:
- Send email to the referrer (please note, you should tick "send to customer" but in the dropdown you would select to send to referrer) - this email may congratulate them on successfully getting someone to sign-up
- Send voucher to the customer (please note, you should tick "send to customer" but in the dropdown select to send to customer) - You can send them a voucher for 10% off their next purchase. You will need to setup a base voucher. CodexFit will copy that code and generate a unique one that will retain every element of the original voucher. Make sure you include {{ voucher_code}} in the body of your email.
Example 2
Purpose: When a new customer purchases an intro bundle, give the referrer a free credit and the customer who purchased 10% off their next purchase
Event: Customer Purchased Bundle
Conditions: Bundle Handle = intro-offer and Customer Referrer with != and leave value empty (this means on the registration event, only customer's with a referrer on their account will get the actions below)
Actions:
- Send an email to the referrer(please note, you should tick "send to customer" but in the dropdown you would select to send to referrer) - this email says they successfully got someone to sign up and purchase an intro offer and that they will now have a free credit in their account
- Add free credit bundle - select the credit bundle you want to give them and select referrer from the dropdown
- Send voucher to the customer (please note, you should tick "send to customer" but in the dropdown select to send to customer) - You can send them a voucher for 10% off their next purchase. You will need to setup a base voucher. CodexFit will copy that code and generate a unique one that will retain every element of the original voucher. Make sure you include {{ voucher_code}} in the body of your email.
Example 3
Purpose: Give both the referrer and the customer points when a plan is purchased
Event: Customer Purchased Plan
Conditions: Plan Handle = starter-plan and Customer Referrer with != and leave value empty (this means on the registration event, only customer's with a referrer on their account will get the actions below)
Actions:
- Add points - select spend and give to referrer
- Add points - select spend and give to customer (this action will give someone the same number of points as the overall cost of the purchase so a bundle which cost £20 would give 20 points)
- Send an email to the referrer letting them know they got someone to sign-up and that they earned points
- Send an email to the customer letting them know they earned points
In this example, you are utilising the points system in CodexFit. You may then want to setup another automator that would fire on the event "customer earned points" and set a condition where customer total number of points is over a certain amount or equals a certain number. This will require you to define a point system to trigger certain events.