Ready to get your first campaign up and running?

If you are setting your campaign through an e-commerce platform, please visit the checklist for each platform:

We've created a checklist of tasks that you will need to complete in order to make your first campaign go live. Don't worry, it looks like a long list but each step is pretty straight forward! Let's get started:

  1. Create your first campaign Start by selecting your rewards, and naming your campaign.
  2. Customize your campaign content including your landing pages, emails, and placeholder share messages. Here's a quick guide on creating your images.
  3. Upload your Email Unsubscribe List. This is applicable to those that currently send email communications to clients.
  4. Review and confirm your program footer pages including: Program Rules, Terms & Conditions, Privacy Policy, Contact Us Info. We have created some default content as a starting point, but please double check to ensure that they make sense for your referral program.
  5. Review and edit your program emails. We have also provided some default content for each email, but feel free to review, and edit to suit your needs.
  6. Learn how to manage your referrals. You will want to get comfortable with the RewardStream portal, including the functionalities of how to search for a referral, or if applicable, how to approve or deny a referral, and much more. 
  7. How to launch your campaign. Once you set up a default campaign, your referral program is launched and available to your customers!
  8. Promote your referral program to your customers by asking your customers to refer their friends to you.

If you have completed the above - you are ready to go!

Check out our Best Practices article for ideas on how to get your customers aware of your new program.

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