Ready to get your first Magento campaign up and running? 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 - Make sure your store meets these pre-requisites
2 - Provide your basic program information so we can set up your program (if you have not already)
3 - Set up your first campaign: Pick your rewards and your campaign name.
4 - Prepare your creative assets
5 - Customize your your campaign including:

  • Referral home page: the page your customers can learn about your referral program
  • Send referral page: the page your customers send referrals from
  • Referral landing page: the page you see when you being referred
  • Referral instructions page: the instructions as someone who is being referred you receive after you've accepted the referral from your friend
  • Share content: the default content your customers see when they are referring their friends
  • Landing page theme: customize the landing page header and footer to match your brand

6 - Update your program footer including:Program rules, Program terms and conditions, Privacy policy and Contact us information
7 - Edit your program emails (optional)
8 - Set your default campaign
9 - Install the Refer A Friend plugin to your Magento store
10 - Configure the plugin in your Magento store
11 - Send a test referral to make sure everything is working
12 - Put together a marketing plan to support your referral program and launch!

If you have any questions on the above, or need help along the way, please feel free to reach out to us by clicking on the chat bubble on the bottom right corner, or shoot us an email at 

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