Question 1

How to Initiate a Referral Program With Automizely Loyalty?

Accepted Answer

Running a referral program is a tried-and-tested technique to acquire new customers and grow your business smoothly.

With Automizely Loyalty, you can easily initiate a referral program to turn current customers into brand advocates for better brand promotion and high sales growth.

| Please ensure that you're on the right plan to be able to get referral and affiliate links as per your business needs. Click here to check your plan details 😄

Steps to kick off a referral campaign:

|| Note: Make sure your store is connected, as this referral program feature will work only then.

Just login to your Automizely Loyalty account and click on the ‘Enabled’ option of the ‘Referral status’ section.
Choose the reward type. For example, we have selected 'Percentage off'
Set the ‘Discount value’ for your advocates (referrers). Be careful while entering the value because your brand advocates will get a coupon code on their email ID as a reward when a referee makes the first successful purchase from your store.

In case you want to offer a discount based on a particular cart value, click on the given checkbox and define the value. Similarly, you can set the expiry date for the reward coupon as well. For example:

Now, choose the reward type for referees (referred friends) and mention the discount value. A

Question 2

How to Create Affiliate Marketing Campaigns With Automizely Loyalty?

Accepted Answer

${youtube}Automizely Loyalty – Create Affiliate Campaigns Effortlessly In this modern era, brands love to invest in affiliate marketing because it helps to acquire new customers, boosts the sales of underperforming products, etc. and demands little effort in exchange. The reason being is influencers bring business by using their own marketing strategies.

Automizely Loyalty lets you run affiliate marketing campaigns with the utmost ease so that your Shopify store stays two steps ahead of its competitors.

| Please ensure that you're on the right plan to be able to get referral and affiliate links as per your business needs. Click here to check your plan details 😄

➡️ ${color}[#000000](Steps to set up an affiliate marketing campaign)

Go to the ‘Affiliates’ section of your Automizely Loyalty account > Click on 'Create campaign' and complete three easy steps to set up a campaign successfully.

👨‍💻 Step 1: Create a campaign

Campaign Name: Give your campaign a name for better management
Campaign Type: Choose the campaign type from the given options: ‘Commission on sale’ and ‘Product gifting’

Commission on sales: It means you will pay commission to influencers on each product sale generated through their affiliate link

2.

Question 3

How to Add and Import Influencers in Your Automizely Loyalty Account?

Accepted Answer

Influencers contribute immensely to the growth of any company. Therefore, it is vital to maintain proper data of influencers that bring new customers and increase sales.

Automizely Loyalty allows its users to easily create an influencer list. You can also import the data of your influencers if you have it in the CSV format.

✍️ Steps to add and import Influencers

Go to your Automizely Loyalty account’s ‘Affiliates’ section and choose the 3rd option, i.e. ‘Influencer lists’
You will see two options: ‘Add influencer’ and ‘Import influencers’

➡️ Let’s check what you need to do after clicking on ‘Add influencer’

Upon clicking on the ‘Add influencer’ option, you’ll be asked to enter a few details. Such as:

Influencer Name (${color}#ff2268): Add your influencer's name, which customers will see upon clicking the affiliate link
Email (${color}#ff2268): Enter your influencer’s email address if you want to. Otherwise, leave this field as is
Tags (${color}#ff2268): If there’s a need, specify some tags to add additional information related to your influencer. Otherwise, you can skip this part as well

Important Info:

👉 Your created tags will be saved to let you use them again while adding more influencers. Of course, you can remo

Question 4

How to Connect your Shopify Store with Automizely Loyalty?

Accepted Answer

Add Automizely Loyalty to your Shopify store to turn customers into brand advocates and expand your online business painlessly. It helps to build brand equity, ensures high customer engagement, and makes the customer acquisition process easier.

Steps to connect Automizely Loyalty:

Go to your Shopify Store’s ‘Apps’ section and click on **‘Shops for apps’ **
Search for Automizely Loyalty and then tap on ‘Add app’
The permission request page will be opened, where you’ll see the ‘Install app’ option. Click on it to connect Automizely Loyalty with your Shopify store successfully

In case you are facing any issue with the installation process, let our support team know about it and get the resolution at the earliest.

Question 5

How to Customize the Referral Widget to Make It More Attention-Grabbing?

Accepted Answer

Referral marketing has always been the most effective way to boost business growth because it promises high customer engagement, positive word-of-mouth, drives sales, etc. without requiring hefty investment.

Automizely Loyalty not only facilitates the whole referral marketing process for Shopify users but also allows gives some amazing customization options to enhance the experience of both referrers and referees.

| Please ensure that you're on the right plan to be able to get referral and affiliate links as per your business needs. Click here to check your plan details 😄

Steps to customize the referral widget:

Login to your Automizely Loyalty account and click on the ‘Customize’ button

You will see three tabs: Settings, Content, and Style

| The settings tab is all about defining the rewards and conditions for both referrers & referees. In case you want to learn in-depth, please check this help article.

🖌️ Go to the 'Content' tab first to finalize the text part

In step 1, you write for referrers. Enter your preferred

Question 6

How to Delight Brand Advocates With Rewards Emails?

Accepted Answer

Referral marketing has always been the most effective method to get your business going. It helps your brand establish a strong image in the market and also allows it to compete with the big names efficiently.

To keep your business running at full throttle, it gets crucial to keep your brand promoters informed and delighted. With Automizely Loyalty, you can trigger emails promptly for each successful referral. And this plays a pivotal role in keeping loyal referrers engaged in the long run 🤟

Steps to set up a reward email:

➡️ Let's start with the 'Settings' section

📨 Subject

Enter attention-grabbing content in the 'Email subject line' field to increase your email open rate. It has multiple merge tags, which gives you immersive user experience by simply extracting required data like reward details that you've set for referrers and referees under your loyalty campaign.

Available merge tags are:

**1. *|STORENAME|* ** **2. *|REFERREDFRIENDNAME|* ** **3. *|ADVOCATEREWARDS|* ** **4. *|REFERREDFRIENDREWARDS|* **

👨‍💻 Sender info

It has two fields: Sender name and Send from

|| Both the

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