How to Create New Accounts and Campaigns

Creating new Accounts and Campaigns in Genius Referrals is very easy through our portal. We have created a wizard that will help you to set up your referral marketing program in minutes. 

Step 1: Sign up 

Sign up in our platform to get your username and password and go to the accounts section

Step 2: Start creating a new account

Click on the 'Create New Account' button located in your account section and fill in all information on the 'Useful Info' section and click on the 'Continue' button. 

NOTE

When filling the information on field 'Website Domains' make sure that the domains are a part of the Website URL. For example, if your domain is www.mystore.com the following domains will validate the URL: mystore.com, blog.mystore.com, etc.mystore.com. The following domain will not validate: blog.mystore.es, blog.mystore.ca

referral marketing programs: creating a new account in genius referrals

Step 3: Select the currencies for this account.

After finishing the 'Useful info' section, you have to select the currencies for this account. This is for giving your advocate the bonuses in the same currencies you are using in your system so that you don't have to deal with currency conversion. Select here all the currencies that you use in your application and move on to the next step by clicking on the 'Continue' button. 

referral marketing accounts: setting up currencies for your referral campaign

Step 4: Create new marketing campaigns for your advocacy program. 

You can create as many campaigns as your plan allows you to

You can set up multiple campaigns that can run in parallel. Also, you can create campaigns that can be activated in the future automatically. This way you can plan your referrals campaigns in advance. Each campaign has a start and end date and can be activated or deactivated at any time, so you are in control all the time. 

Tiers are another strong element that you can use to make your campaigns more powerful and attractive to your customers. You are able to set up multiple tiers per campaign. 

To create your first campaign click on the 'Create a New Referrals Campaign' button and follow the instructions. On the 'General' tab specify the name, description, start date, end date and is active fields of your advocacy campaigns. Click on the 'Continue' button. 


Mastering Campaigns Configuration 

Please review our Mastering campaigns section to see more examples of all our configuration options. 




Example: 

Let's suppose that we are implementing the following campaign: 

Refer a friend and you will receive $10/€7/£5 after your friend completes 1 purchase on our system for first 90 days.

Our campaign name will be:  Get $10/€7/£5 after first purchase for 90 day

The description will be:  Refer a friend and you will receive $10/€7/£5 after your friend completes 1 purchase on our system for first 90 days.

The start date will be: 2014-06-10 10:15:00

The end date will be: Null, this will be our campaign by default so we let it open. 

The campaign is active?: Ye

referral marketing accounts: create new marketing campaigns

referral marketing accounts: create multiple marketing campaigns


Step 5: Manage tiers  

As we have described previously we have implemented a tier component that allows you to specify different tiers of bonuses that can be given to your advocates. On the 'Tiers' tab you will be able to specify how you want bonuses to be calculated by our platform, you can select 'Fixed' or 'Percentage'. Use 'Fixed' when you want to give your advocates an exact amount of money after a successful referral and 'Percentage' when you want to give your advocates a percentage of the amount of money after a successful referral.

Example:

Going back to our example. In this case, we want to create a 'Fixed' referral marketing campaign because we are going to give to our advocates $10/€7/£5 depending on their currency. So we create a 'Fixed' tier like this "1+ referrals =  $10/€7/£5".

referral marketing campaigns: new referral campaign

referral marketing campaigns: new referral campaign

Once you have created the tiers click on the button 'Continue' to manage the eligibility. 

Step 6: Manage eligibility

The 'Eligibility' tab allows you to specify the restrictions that you want to apply to the campaigns. When implementing your referral marketing campaign you can set up rules for: 

  • Total of days: Number of days that the user is eligible to receive bonuses after the account is created. Example: empty => no limit, 7 => 7 days, 15 => 15 days, etc.
  • Total of payments: Total orders that the user can pay to receive the bonus. Example: empty => no limit, 1 => 1 payment, 2 => 2 payments, etc. 
  • Payment minimum value: The minimum value of a payment allowed. Example: $2/1€/₤1, empty => no limit
  • Maximum value per advocate: The maximum value the advocate can receive out of this campaign. Example: $2/1€/₤1, empty => no limit
  • Minimum bonus value to be given: The minimum value to give to the referrer. Example: $2/1€/₤1, empty => no limit
  • Maximum bonus value to be given: The maximum value to give to the referrer. Example: $2/1€/₤1, empty => no limit

Example:

Going back to our example. In this case we want to set up the 'Total of days' to 90 because the campaigns will be active for only 90 days after the new advocate has signed up.

referral marketing campaigns: manage eligibility

Step 7: Review and completed the account creation

Once you have set up your account, review that all the information is correct and proceed to finish the process by clicking on the button 'Go to Widgets Packages' so that your new account is ready to be used.

referral marketing campaigns: complete your referral program

referral marketing campaigns: set up widgets packages




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