Creating a New Campaign

Creating a campaign in ReferralHero is a straightforward process. On the dashboard, click on the Create New Campaign button.

Below are the essential steps to create and launch a campaign that aligns with your specific goals. Following these steps will help you efficiently set up and customize your campaign.

• Step 1: Choose a Campaign Type Select the campaign type that aligns with your objectives, whether it's a referral program, waitlist, or something custom. This foundational choice will guide the setup of your campaign's structure.

• Step 2: Set Your Goals Choose the conversion events that align with your campaign's purpose, such as making a referral or completing a purchase. Set up specific goals to measure success and guide participants toward desired outcomes.

• Step 3: Define a Unique Identifier Choose a unique identifier, such as an email or reCAPTCHA, to track individual participants. This identifier will help in managing and rewarding users accurately.

• Step 4: Set Up Integrations Connect your campaign with essential tools and platforms like Salesforce, Stripe, Slack, Mailchimp, etc. These integrations help you streamline data flow and enhance your campaign's functionality, ensuring seamless communication and efficient management.

• Step 5: Add and Customize Rewards Determine the incentives for participants and tailor them to your audience. Customizing rewards can boost engagement and motivate users to participate.

• Step 6: Build the Widget Design and configure the campaign widget that will be embedded on your website. The widget serves as the primary interface for participants to interact with your campaign.

• Step 7: Set Up Automations Implement automated processes to manage tasks like sending emails or tracking referrals. Automations save time and ensure your campaign runs smoothly without manual intervention.

• Step 8: Configure Options Fine-tune the campaign settings to suit your needs, such as adjusting the appearance or behavior of the campaign elements. This step ensures your campaign is optimized for your target audience.

• Step 9: Add Subscribers Manually or automatically add participants to your campaign. Adding subscribers is crucial for populating your campaign with the initial set of users.

• Step 10: Launch the Campaign Finalize your campaign by configuring the installation settings, such as embedding the widget on your website or setting up tracking codes. Once everything is in place, launch the campaign to make it live and start engaging your audience.