Introduction
Referral campaigns are a powerful marketing tool that turn your existing customers into brand advocates. With Rivo's referral campaign builder, you can create customized referral campaigns that seamlessly integrate into any page of your website. Our intuitive visual editor allows you to refine layouts, enhance text, and create compelling visuals that drive customer engagement and boost your referral marketing efforts.
Creating your first campaign (Give $10, Get $10)
In this example, we're going to create a Give $10, Get $10 campaign that rewards both the advocate (your existing customer) and their friend (the new customer).
From the Referral Campaigns page, click New Campaign
Enter the internal name for your campaign and click Save
In General, scroll down to Advocate Incentive and click Add
Select your preferred reward type in the Ways to Redeem prompt. Options include:
Amount Discount - A fixed dollar amount discount
Percentage Off - A percentage discount on purchases
Free Shipping - Remove shipping costs for the customer's order
Free Product - Offer a free product with purchase
Complete the reward preferences:
Reward title (ex. $10 off) - The name that will be displayed to your customers
Discount (ex. $10) - The value of the discount or reward
Minimum cart requirement (optional) - Set a minimum purchase amount required to use the reward
Apply to (optional) - Choose whether the reward applies to all products or specific collections
Purchase type (optional) - Apply to one-time purchases, subscriptions, or both
Reward expiration (optional) - Set how many months before the reward expires to create urgency
Save changes and continue with the Friend Incentive by clicking Add and following the same process
Once you have created both rewards, scroll to the top of the page to access the campaign builder sections
Customize your campaign by toggling between the different sections of the referral campaign builder
General - Change your campaign status, edit the internal name, copy the code to embed the campaign, manage the referral rewards
Pages - Edit the text displayed on each campaign page:
Advocate Signup - The page where customers sign up for your referral program
Advocate Share - Where advocates can copy and share their referral link
Advocate Reward - The page showing rewards after a successful referral
Friend Claim - Where referred friends submit their email to claim rewards
Friend Reward - The page showing the friend's reward after claiming
Design - Customize the visual appearance of your campaign:
Colors and fonts
Custom height for different devices
Background type and position
Share mode (Blocks or Tabs)
Email customization options
Background images
Advanced - Add custom CSS or enable special features like post-purchase advocate signup for returning customers
Click Save to save the changes and don't forget to set your campaign live by toggling the Campaign Status to ON.
📝 Important Note: Make sure to save changes before switching to a different heading of the referral campaign editor.
💡 Find out more: For more detailed information on customizing your referral campaign, check out our Referral Campaign Builder guide and Referral Reward Types.
Embedding your campaign
There are several ways to integrate your referral campaign into your store:
Dedicated Landing Page - Create a dedicated page on your website for your referral program
Navigation Menu - Add a link to your referral campaign in your store's main navigation
Pop-up Buttons - Create buttons that open your referral campaign in a popup window
Post-Purchase Pop-up - Display a referral campaign popup when customers return to your store after making a purchase
✨ Learn more about embedding options: Add your dedicated referrals landing page to your website → or Add a referral campaign pop-up →
Best Practices for Successful Campaigns
Keep your rewards balanced - Offer compelling rewards for both advocates and friends, but make sure they align with your profit margins
Create urgency - Set expiration dates for rewards to encourage quicker redemption
Make sharing easy - Enable multiple sharing options (email, social media) and customize the sharing messages
Promote your campaign - Feature your referral program prominently on your website, in emails, and across social media
Test your campaign - Before full launch, test the entire referral process to ensure everything works smoothly
Common questions
Can I have multiple referral campaigns active at one time?
Yes! This flexibility is particularly beneficial when tailoring campaigns to specific layouts and designs or when A/B testing different reward structures.
What campaign will my customers view if I have created multiple campaigns?
At the moment, the last campaign edited will be your default campaign when both advocate and referred friend claim their rewards, regardless of the other active campaigns. Make sure to share the same rewards across your campaigns for consistency.
What's the maximum amount of referral campaigns I can have?
There is no limit! A/B test to your heart's desire.
How do I know if my referral campaign is working?
Track performance using the Referral Analytics feature, which shows statistics on referred orders, conversion rates, and impact on sales.
Can I customize the emails sent to customers during the referral process?
Yes! In the Design section of your campaign, you can enable email customization options that allow advocates to personalize subject lines and messages when sharing via email.