Referral Program: Reward Customer Recommendations

Would you like to reward your customers for their recommendations?

KlickTipp’s referral program makes this easy and efficient. You can create as many referral links as you need and insert them into your emails and newsletters with a single click. Each customer recommendation is automatically recorded in a master record field.

You can set the number of recommendations required to assign a SmartTag, which then triggers a campaign automatically. This allows you to thank your referrers or offer them incentives for even more recommendations.

Step-by-Step Instructions

Set Up a Referral Program in KlickTipp

  • Go to → ListbuildingMarketing Tools  and select  → New Marketing Tool.
  • Select the → Referral program  tile here.
  • Enter a name for your referral program. This way, you can easily find it again later and use it for other campaigns.
  • Define the URL of your referral page. This will be displayed as soon as someone clicks on your referral link.
  • Determine the minimum number of referrals required. As soon as this is reached, KlickTipp automatically assigns a SmartTag. This appears in the referrer's history.
  • Select the appropriate data field from the drop-down menu. This must be a field of type → Numbers  so that you can use it here. Learn how to create a new field in this article.
  • Finally, click on the → Create recommendation program  button.

Good to Know

Create an additional field of type → Numbers.  Then deactivate the → Multidimensional data field  option.

The number field is only then displayed in the drop-down menu of the recommendation program.

  • Click in a text area of the email builder or the rich text editor.
  • In the editing bar, select → Insert placeholder  and then → Other data.
  • Select your created recommendation program in the → Apps  menu.
  • The placeholder will now appear in the text.
  • It will be filled with the corresponding URL in your email.

Start Campaign After SmartTag Allocation

  • Click on → Campaigns  in the → Campaigns  menu.
  • Select your desired campaign or create a new one.
  • In the start condition of the campaign, select the → Referral Program  option under → What would you like to check?
  • Select the appropriate condition and your referral program from the drop-down menu.
  • You can also select a specific time period.
  • Click → Save  at the end of the editing process.
  • Activate the campaign when everything is done. To do this, click on → Designed  at the top of the header bar and follow the steps.

As soon as the number of referrals is reached, the campaign for the contact starts.

This allows you to make your referrers happy with a discount or a gift, for example. This motivates your customers to continue supporting you with recommendations.

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