Referral Campaign

Show your customers you appreciate their referrals with a simple drip campaign. We'll walk you through an easy way to set up an automation so you can 'set it and forget it!'

Please note, in order to utilize this campaign/segment you have to be collecting the data field for whatever you want to celebrate (i.e. first product purchase, becoming a member, etc.).

Steps we'll guide you through:

• Determining your audience and creating a segment
• Creating a campaign
• Creating your marketing piece(s): referral texts or emails
• Automating your communication

STEP 1: Determine your audience and create a segment

1. In this example, we're going to make our audience anyone who completes a purchase (ie: their most recent purchase at your business). To find these contacts based on our criteria, we're going to search for them and then create a dynamic segment. Go to Contacts > Search Contacts

2. Look for the filter search field you want to celebrate like Last Order Date and change it from Range to Period. You can set this to be for the next 14 days, 10 days, 2 days...whatever date range you would like to begin sending texts &/or emails to your customers. For this example, we're going to choose in the past 1 day. Hit the green Search bar to return the results. If the contacts look like what you were expecting, click Create Segment.

3. Follow the steps to name, describe and save your segment.

Click here for more help with creating and working with dynamic segments.

STEP 2: Create a campaign

1. Navigate to Campaigns > Create Campaign
2. Name the campaign Referral Campaign. Click Create Campaign.

3. You will be taken to the campaign's settings screen where you can name it, give an optional description, pick your audience and other settings.
4. In the Target Audience section, select the radio button next to Existing contacts in the following segments. Select the segment you created in Step 1 from the drop-down list.
5. Click Save & Close.

Click here for more help with creating and working with Campaigns.

STEP 3: Create a referral email or text message

1. From within the campaign, select the Assets tab and then click + Add Asset.

2. Select Add an Email or Add a Text Message from the popup menu.
3. Fill out the settings and add your content to either selection and click Save & Close. You will now find that "asset" under the assets tab in your campaign and can go back and edit it whenever you like.

Click here for more help with creating text messages or creating an email with the email designer.

STEP 4: Automate your campaign

1. From within the campaign, select the Automations tab and then click + Add an Automation.

2. Select Create a new automation from the automations window.

3. From the Triggers tab, drag and drop the trigger When added to this campaign onto the canvas.

4. From the Triggers tab, drag and drop the Pause the Automation. You can choose whatever time frame fits your need and preferences. For this example, we'll choose 7 days. This means we want to wait 7 days after they've made their last purchase before we go to the next step of sending them our message. Remember: they get added to the campaign from the segment we attached and they get added to the segment we designed based on their last purchase date of 1 day ago.

5. From the Actions tab, drag and drop the action Send a text message or Send an email onto the canvas overlapping the previous step so it will drop into place. Select the text message or email to send and any restrictions on the day and time from the menu to the right.

6. From the Actions tab, drag and drop End the automation onto the canvas overlapping the previous step. Select the campaign from the menu on the right.

7. Click Save Changes from the bottom right of the screen. Give your automation a Name and optional Description in the popup window and click Save.

8. Now, make sure the enabled button is switched to Running if you are ready for messages to begin automatically sending and click on Save & Close.

Click here for more help with creating automations.

You're all set! You can track the results in your reports as well as see at a glance who has run through your automation(s) and who is in progress.