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.

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.
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. For example:

Now mention the discount value for referees (referred friends). Again, be attentive while setting this value because when a referee visits your store after clicking on a referral link, he/she will get a coupon code of the amount you’ve mentioned in the ‘Discount value’ field.

In case you want to offer a discount based on a particular cart value, click on the given checkbox and define the value.

![](https://storage.crisp.chat/users/help

Question 2

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.

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 content in the ‘Header’ and ‘Description’, and that’s exactly what your brand promoters will see after clicking on the referral widget.

You can even change the content of the popup text as per your

Question 3

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 4

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:

Go to the 'Email' section of your Automizely Loyalty account
You will see two sections — **'Settings' **and 'Content'—comprising different fields in which you can make changes in no time.

➡️ 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

Question 5

Set Different Rewards for High Customer Engagement and More Successful Referrals

Accepted Answer

Referral marketing has always been linked to monetary rewards, but that is not correct because you should put different rewards at stake to keep loyal customers referring your brand to others. It leads to high customer engagement, drives quick conversions, enhances CLV, and so on.

Automizely Loyalty has come up with new reward types — ‘Free shipping’ and ‘Free product' — to pave the way for easier customer acquisition and high sales growth.

👀 Where can I find the reward types?

|| Make sure your store is connected with Automizely Loyalty. Check this guide to learn how to do it if required :)

If you have not set any referral program with Automizely Loyalty yet or want to change the reward type, click here
Tap here in case you want to customize the referral widget to make it more attention-grabbing
Once you are satisfied with all the settings, hit the ‘Save’ button
Now, go back to the ‘Home’ page of Automizely Loyalty and turn on the toggle button saying, ‘Activate referral program’

Voilà! It’s done 🤟

👨‍💻 Key details t

Question 6

Measure the Effectiveness of Your Loyalty Program With Referral History

Accepted Answer

Turning loyal customers into brand advocates can unlock many revenue-generating opportunities. However, maximum e-commerce businesses fail to measure the effectiveness of their referral marketing campaigns, thereby daydreaming persistently about better results.

With Automizely Loyalty, the existence of this issue can be wiped off effortlessly. It lets you gain crucial insights by showing accurate referral history.

👨‍💻 How can I check my referral history, and what kind of data it offers?

Accessing referral history is super easy as you need to follow two simple steps:

Login to your Automizely loyalty account
Click on the third option, 'Referral history’, to get a clear picture of how well your referral program is performing

Yes, it’s that easy!

You get well-defined data from the ‘Referral history’, which helps you understand the impact of your loyalty programs on the overall sales growth. We would like to give a small brief about the all the sections of the Referral history, although they are self-explanatory :)

Total advocates: It depicts the total number of customers, who have entered their email addresses to get the referral link
Total referred customers: It sheds light on the number of new customers, who have made a purchase with the referral coupon
Total referral revenue: It shows the

Frequently Read Articles

Browse All Categories