Ready to get your first WooCommerce 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 somone 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 WooCommerce store
10 - Configure the plugin in your WooCommerce 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 completed the above - you are ready to go!  

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