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Referral Program

A referral program is a deliberate, systematic way of getting people to make referrals to your business. It is one of the most cost-effective marketing strategies involving using your current customers to spread the word about your brand.

How Does Referral Program Work?

Poket Referral Program

Step 1: System Send Email & PNS

  • Once you setup your Referral Program, the system will take care of the rest for you automatically.
  • Your customers will receive an invitation to join your Referral Program. He will receive the email. He will also receive a push notification if he has the member app.
  • Your customer simply click the button “Refer A Friend”  to proceed to Step 2.

How to set up the content for the referrer (customer)?

How Poket Referral Program works

Step 2: Your Customer “Invite Friends”

At the invite screen, your customer chooses either one of below actions.

1) Share Through – Your customer can invite friends through Email, Facebook, Twitter, Whatsapp, or SMS.

2) Send Refer & Earn Content – The content for the referee (friend) will be auto-populated for your customer to send.

How does Referral Program work

Step 3: Friends Sign Up

  • The friends receive the invite from your customer.
  • The friends follow the instruction, click on the sign-up URL and sign up for your loyalty program.

referral rewards

Step 4: Get Rewards

  • The rewards will be added to your customer and his friend account automatically.
  • You can set if the reward is to be issued upon a friend sign up or upon first spending.

How to set up the referral rewards?

Additional Guide For Referral Program

How to set up the content for the referrer (customer)?

This is where you set up the content for your customers to share with their friends.

1)  Content – Make it easy for your customers to share with their friends by having  a ready template for sharing. Make sure the “Referral Link” is added to your content.

 

2)  Referral Link – This contains your respective customer referral URL and their friends can click this to sign up for your loyalty program.

referral program content setting

How to set up the content for the referee (friend)?

This is where you set up the content for your customers to share with their friends.

 

1)  Content – Make it easy for your customers to share with their friends by having  a ready template for sharing. Make sure the “Referral Link” is added to your content.

 

2)  Referral Link – This contains your respective customer referral URL and their friends can click this to sign up for your loyalty program.

Referral program content setting

How to set up the referral rewards?

This is where you set up the rewards for your customer and his friend.

 

1)  Qualifying Condition – You can determine if the system should send out the reward upon the referee (friend) sign up or upon first spending.

 

2)  Reward For Customer & Friend – You can choose to give different reward to referrer (customer) and referee (friend). You can also choose not to give any reward. Once the qualifying condition is met, the system will detect and send out the reward automatically.   

 

3)  Referee (Friend) Joins This Program – Once the friend has signed up, he will become a member of the selected loyalty program.

Poket Referral Program setting

How to set up the sign up page background image?

This is where you can change your member portal design. At admin portal, select Members and choose Member Portal Interface.

 

1)  Image Name & Color – The settings is flexible and you can choose to name it as your brand name, choose the text color and decide if you like to display the image name.

 

2)  Display Logo – It’s your call if like to display your logo or not.

 

3)  Background Image – You can use ready template by selecting Select From Library or use your own image by selecting Upload Your Image.

referral program configuration