Referral overview

Referral codes are intended for your customers to share with other people so that they too become customers. Each referral code is related to an advocate and their friend: 

• Advocate: The customer who invited their friend via a referral code. 
• Friend: The person who receives the code from an advocate. 

You can use referral campaigns to reward both your customers for recommending your product to their friends and the latter for their first purchases. For example, you can provide the customer redeeming the code with a discount on their purchase and give the advocate loyalty points, a giveaway or a coupon code. 

Listing referral codes

To list the referral codes in a campaign, click Referrals in the left-side menu of the campaign. This section is available in the menu as long as the referral feature is active for the campaign. 

It displays all the referral codes created for the campaign, with the most recently created codes appearing at the top. The page contains the following information for each of them:

Column	Description
Code	Name of the referral code, including the custom prefix, suffix, and segmentation elements, if they exist. It is unique for all the campaigns in the same Application. You can click the referral name to copy it.
Usage	Number of times a code has been successfully redeemed out of the total redemption limit.
Advocate’s Integration ID	The Integration ID of the customer you provided the code to.
Batch ID	Unique identifier of the batch the code belongs to when you import referrals or create referral codes for multiple advocates.  You can use the Batch ID in the following ways: Exporting a group of codes. Editing all the codes in the batch at the same time. Referral codes created as an effect do not have an associated Batch ID.
Created	Date when the code was created.
Valid from	Date from which the code can be used. It appears empty if no start date was set during the referral code creation process.
Valid until	Expiration date of the code. It appears empty if no date is set. It appears empty if no expiry date was set during the referral code creation process.
Attributes	Custom attributes associated to this referral in your rules together with any values added when choosing referral code creation as an effect.

If you do not see any referral codes, start by creating some.

Creating referral codes

You can obtain referral codes for your campaign by importing them into Talon.One or building a rule with an effect consisting of creating referral codes when conditions are met. 

You can also create referral codes programmatically. 

Creating a referral code in effects

You can create referrals for your customers as an effect in your rules. 

Learn more about it in our Developer Docs. 

Importing referral codes

You can import referrals from any marketing tool to use them in Talon.One.

1. Click Referrals in the left-side menu of your campaign.
2. Click Import Referrals at the top-right corner of the page.
3. Click Upload a CSV file. 
4. Select a CSV file of referral codes from your computer. 

   Note: An example file is available for download to ensure the formatting is correct.

5. Click Import Referrals.

A notification pops up, indicating that the referrals have been successfully imported. To import more data, click Import More Referrals.

Note: If no limit is set for an imported referral, the default is single-use.

Redeeming a referral code

To reward your customers for redeeming a valid referral code, you can create a rule with a Referral code is valid condition and any desired effects, such as a direct discount. 

Learn more about it in our Developer Docs. 

1. Click Add Rule in the Rule Builder section of your campaign.
2. In Conditions, click Add Conditions.
3. In Referral, click Referral code is valid.
4. Click the check mark to the right of the condition.

The condition is saved. You can then add an effect. 

Note: You can create a condition for a rule to be triggered if the referral code is valid without the code having to be redeemed. This is useful if, for example, you want your customers to know that the code is valid but can only be redeemed if they meet other conditions, such as a given minimum session total. 

Filtering referral codes

You can filter your codes in different ways so that you find those that match certain characteristics, such as the creation date or current usage status. 

1. Click Referrals in the left-side menu of your campaign.
2. Click Filter at the top of the page to display the filtering options:
   • Use Creation date to select dates and find codes created within a certain time range.
   • Use Advocate’s Integration ID to find the codes created for a given customer. It must be an exact match, and the filter is case-sensitive.
   • Use Validity to find codes that are valid either now or in the future, or that have already expired.
   • Use Redemption to find codes that have already been redeemed or those that are still usable.

   Note: You can use more than one filter at the same time. The filters used appear at the top of the page, and you can edit them by clicking on the box with their name.  You can also remove them individually by clicking the X to the right of their name.

You see the referrals that match the filters you have set. 

Note: Click Clear Filters at the top of the page to see again all the codes in the campaign.

Editing an individual referral code

You can modify some characteristics of a referral after it has been created. For example, you can add an expiration date.

1. Click Referrals in the left-side menu of your campaign.
2. Tick the checkbox to the left of the code.
3. Click Edit Referral at the top of the page.
4. Edit the required information (date, limits, attributes).

   Note: you cannot edit the Advocate’s Integration ID and the code itself for security reasons.

5. Click Update Referral.

A notification pops up, indicating that the referral code has been successfully updated. 

Note: Click Clear Filters at the top of the page to see again all the codes in the campaign.

Editing a referral batch

You can modify some characteristics of all the referrals from a given batch at the same time. For example, you can add an expiration date.

1. Click Referrals in the left-side menu of your campaign.
2. Tick the checkbox to the left of the code.
3. Click Edit Referral Batch at the top of the page.
4. Edit the required information (date, limits, attributes).
5. Click Update Batch.
6. Click Update <Batch ID> in the confirmation pop-up that appears.

A notification pops up, indicating that the referral batch has been successfully updated.

Note: Click Clear Filters at the top of the page to see again all the codes in the campaign.

Deleting referral codes

You can delete referrals at any time.

1. Click Referrals in the left-side menu of your campaign.
2. Tick the checkbox to the left of the code you want to delete.

   Note: You can select as many codes as you wish at once. In case you want to delete all the referrals displayed on the same page, tick the Code checkbox at the top of the list of referral codes.

3. Click Delete 1 Referral at the top of the page.
4. Click Delete Referrals in the confirmation pop-up that appears.

A pop-up notification appears, indicating that a referral has been deleted.

Exporting referral codes

You can obtain a CSV file with referral codes from your campaign. ​​For example, you can use it to import the referrals in another marketing tool (like a mailing tool).

1. Click Referrals in the left-side menu of your campaign.
2. Click the arrow to the right of the Import Referrals button to display the drop-down menu.
3. Click Export Referrals.
4. Use the tabs to choose which codes you want to export:
   • If you click After a specific date, select the date by using the Created after drop-down menu.
   • If you click Specific Batch, enter the Batch ID of the referrals you want to export.
   • If you click After Recent Export, use the Created After drop-down menu to select one of your previous exports. You will export all the referrals created after the date of that export. 
5. In Date format, select the date format of your choice.
6. Click Export Data.

The data automatically downloads and a notification pops up, indicating that the referrals have been exported. 

Related pages

• Find some ideas on how to use referrals in your campaigns.
• Learn more about using conditions and effects.
• Learn how to configure a campaign.