> ## Documentation Index
> Fetch the complete documentation index at: https://docs.hiveku.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Run a Refer-a-Friend Campaign

> Give your best customers a personal link to share, see who clicks and gets in touch, and follow each referred lead until it buys

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.

## 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](https://mintcdn.com/locusdigital/mrGHNTaTL9inNQWU/images/how-tos/marketing/rf-01-new-closeup.webp?fit=max\&auto=format\&n=mrGHNTaTL9inNQWU\&q=85\&s=c377c69c0b442f0d8c9e6d101a4e1e91)

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.

## Give your customers their links

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](https://mintcdn.com/locusdigital/mrGHNTaTL9inNQWU/images/how-tos/marketing/rf-02-pick-closeup.webp?fit=max\&auto=format\&n=mrGHNTaTL9inNQWU\&q=85\&s=ab454baefe16e5dd5fa5aeb12b1730ec)

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](https://mintcdn.com/locusdigital/mrGHNTaTL9inNQWU/images/how-tos/marketing/rf-03-link-closeup.webp?fit=max\&auto=format\&n=mrGHNTaTL9inNQWU\&q=85\&s=730527df9932fe30b69215cae5eba40f)

Dana's link

## 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](https://mintcdn.com/locusdigital/mrGHNTaTL9inNQWU/images/how-tos/marketing/rf-04-friend-closeup.webp?fit=max\&auto=format\&n=mrGHNTaTL9inNQWU\&q=85\&s=585d87b5fca50b06445afda4f7cccff4)

A friend of Dana's

## 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](https://mintcdn.com/locusdigital/mrGHNTaTL9inNQWU/images/how-tos/marketing/rf-05-lead-closeup.webp?fit=max\&auto=format\&n=mrGHNTaTL9inNQWU\&q=85\&s=29d9e3bcc1d2e45b7d152883c45bdfdd)

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.

## 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**.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.