Set an Advocate reward

Introduction

Having your customers refer their friends is a great way to increase traffic to your store. Ensuring that these same customers, both existing and new, are rewarded is supercharging this process and setting it up for success.

Here's what we're covering:

📋   Note:
A default Advocate reward of $5 is automatically set up upon activating a Smile referral program. To customize your Advocate reward, you must first delete the existing Advocate reward from the Referrals Page

What an Advocate reward is

Customer Advocates are the customers who send a referral URL to their friend(s). They can access their referral URL by clicking the launcher and scrolling down to the referral section. You can see how that works here.

The Advocate refers their friend(s) by sending them their referral URL. When the Friend clicks the URL and enters their email to join the loyalty program they will get their reward. If the Friend goes on to make a purchase, the Advocate will get their reward.

How to set an Advocate reward

To set up the Advocate (or referral sender) reward for your program, select Edit in the Advocate Reward section of your referral program's Overview page.

You then have the choice of any of the following rewards:

  • Fixed amount discount ($ off)
  • Free shipping discount
  • Percentage off discount
  • Free product at checkout (✅ - available on the Smile Growth plan or above -- see pricing)
  • Points (⚠️ - using points as an Advocate reward will prevent your ability to use Guest Referrals)
📝   Pro Tip:
If you're running the ReCharge Smile App, you can also offer a ReCharge discount as a reward!

To set up an Advocate reward:

  1. Select the one you'd like by clicking the Add reward button next to the corresponding reward
  2. Fill in the required fields to complete the reward setup (fields may differ based on the reward selected)
  3. 📋   Note:
    If you are a Shopify merchant, you have the option of putting conditions on when the Advocate reward may be redeemed. This could be either limiting the reward to certain product Collections or orders over a specific amount, and can be set in the Reward details section.

    📝   Pro Tip:
    To help prevent referral fraud we strongly recommend that you set a minimum order amount and set your referral reward to 10-20% of your average order value.

  4. Click Create to activate your reward
  5.  

Once the reward is created, customers will be able to see it in in your customer Panel's Referral card.

You can also choose whether customers are notified of the reward using the radio buttons in the Entry Notification section.

This feature is only available on a Smile paid plan.

Additional customization.

You can take your Advocate reward to the next level by customizing its Display:

  • Reward name
  • Reward details (shown in the customer Panel)
  • Reward instructions (included in email notification)
  • Custom reward icon

Once you've saved your desired Display changes, customers will be able to see them in your customer Panel and email notifications after successful referrals.

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