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How do I create a Referral Campaign?

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Stephen Pierce
Updated

Use a Referral campaign to reward guests with gifts/punches/points for promoting your loyalty program by referring friends using their referrer code or by inviting their friends on Facebook.

Create a new Referral campaign:

Before setting up a new Referral campaign, you may first need to create a redeemable (if offering a gift redeemable). If gifting points, a redeemable isn't required. To create a new Referral campaign:

How do I create a Redeemable? 

  1. Navigate to Campaigns (beta) > Campaigns in your left-hand navigation toolbar.
  2. Click the Ongoing drop-down tab and select Referral.
  3. Click the blue New Campaign button on the right to open the 3-step new campaign wizard.
     

Step 1 – What

Choose a name and action(s) for your campaign.

  1. Enter a name for your campaign in the Referral Campaign Name field.

  2. Click the Gift Type drop-down and choose what type of reward the guest will receive after a referral has been made. Depending on your choice, complete the following steps for: 
    ...

     Gift Redeemable
     Gift Points / Visits
     Gift Surprise Set
  3. In the Gift Reason field, add a short message describing the type/purpose of this gift-giving campaign (or leave it as the default "referral").
    This message will appears in the guest's account history.
  4. Click Next to move on to Step 2.

Step 2 – Whom

Select the types of referrals that will count for this campaign and choose your messaging.

  1. Configure campaign settings in the section below. 
    ...

     Campaign Settings

  2. Add Messaging for each of the notification types you want to send:
    Rich messaging is implemented into campaign messaging as well, so make sure to take advantage!

     For Push Notifications
     For SMS Message
     For Email Message (Required)

  3. Once finished crafting your messaging, click Next to move on to Step 3.

Step 3 – When

Schedule your campaign. 

  1. Click the Start Date field to choose a date from the calendar for your campaign to begin.
  2. Click the End Date field to choose a date for your campaign to end. 
    Warning: If you do not choose an end date, your campaign will run indefinitely, and you will not be able to end it except by contacting the Punchh team to reset it.
  3. Once satisfied with your campaign settings, click Finish to save and schedule your new Referral campaign.