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Happy customers bring in friends. A referral campaign gives each customer you choose a personal link. Friends who open it see your offer and leave their details, and you see who referred whom, so you can thank the right person. This guide sets up a “bring a friend” offer for Northwind’s café and makes a link for one customer without sending anything.

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Make the campaign

1

Click New campaign

Click Marketing in the left rail. On the Referrals card, click View & manage, then New campaign.
2

Name it and describe the rewards

The first box is the campaign’s name. The second is what the customer who refers gets; the third, what the friend gets. The friend’s page shows it as “You get …”, so write it to read that way, in lower case.
New referral campaign: Bring a friend to the café; a free bag of coffee; a free drink on your first visit, all outlined; and Create, outlined

A free drink for the friend, a bag of coffee for the customer

Click Create. Hiveku tracks the rewards; you hand them out yourself.
3

Activate it

Click the campaign to open it, then Activate at the top right. Links only work while the campaign is active.
Under Invite referrers, search your contacts and pick the customers to invite. Then choose how they hear about it:
  • Auto (SMS first), SMS or Email sends each one their link, and the button reads Send invites.
  • Create links only (don’t send) makes the links without sending anything, so you can share them yourself, for example on a card at the till. The button reads Create links.
The choice starts on Auto each time you open the campaign, so check it before you click.
Bring a friend to the café, Reward a free bag of coffee, Friend gets a free drink on your first visit; Invite referrers with Dana Example picked, outlined; and Create links only (don't send) with Create links, outlined

A link for Dana, sent to nobody

Each customer gets a row under Referrers, with Copy link for their personal link.
1 link created, nothing sent, outlined; and Referrers: Dana Example, Invite Not sent, Clicks 0, Leads 0, Converted 0, Copy link, outlined

Dana's link

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What a friend sees

The link opens a page with the customer’s name, your offer and a short form.
Dana Example thinks you would love Northwind Coffee Roasters; You get a free drink on your first visit, outlined; the form with Your name, Email, Phone (optional) and a note, outlined; and Get in touch

A friend of Dana's

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Follow each referred lead

When a friend clicks Get in touch, they’re added to your CRM as a lead and listed under Referred leads, with who referred them. Dana’s row counts the click and the lead.
Referrers: Dana Example, Clicks 1 and Leads 1, outlined; and Referred leads: Sam Example, referred by Dana Example, New, with their note and Mark contacted, Converted and Not a fit, outlined

A referred lead

Click Mark contacted once you’ve been in touch, and Converted when they buy. Converted counts toward the customer who referred them, so you know whose reward to hand out.

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Good to know

  • Pause at the top right stops the links from taking new friends.
  • Rewards can’t be changed later in the app, so check the wording before you click Create.