How to Create a Referral Campaign using Journey AI Refer a Friend - Agent Experience

Context

In this article, you will learn how to create a referral campaign using Refer a Friend as an Agent.

Prerequisite

Ensure you have access to the Refer a Friend app. In case you don't, connect with the Hyly.AI team.

Step 1 - Navigation

You can create referral campaign both on org and sub-org level.

Login to your Journey AI Suite account select your org or sub-org as per your requirement, and click on Refer a Friend. 

Refer a Friend Tab

Once you click on Refer a Friend, it will take you to the default tab of the app. This tab houses all the referral campaigns of your property irrespective of their status: Active or  Inactive. These campaigns are listed with the very recent one at the top, then the one earlier to that and, so on.

You can filter your campaigns by clicking on the 'Filter' option beside the search option and then by clicking on the 'Select Status' dropdown to select between the active or inactive campaigns.

To the far right of each campaign, you can edit or click the three dots which offer the following options:

1. Duplicate
   
2. Preview
   
3. Embed Code

Step 2 - Creating/Editing a Referral Campaign

Click the '+Referral Campaign' on the top right corner to create a referral campaign.

If you want to edit an existing campaign, click on "Edit" beside the campaign you wish to edit. 

Step 3 - Edit Referral Campaign

You will immediately be taken to the referral campaign template. Here you have to edit all the fields as per your campaign. 

Step 3a - Referral Campaign Details

Edit the "Title" and the "Reward" for the campaign in this section.

Step 3b - Community Invites Residents to Enroll

Edit the set of Invites that you want to share with the residents to enroll in the referral campaign via different channels like Email, SMS, Resident Portal, or by sharing a direct link.

Edit the Email/SMS copy as per the details of your campaign in the "Via Email/SMS" section.

To change the image, hover over it and click on "Change Image."

Edit the CTA button and Banner text in the "Via Resident Portal" section.

You can also copy the direct link to share the campaign details with your residents.

Step 3c - Resident Enrolls

Once you share the referral campaign invite with the residents, they'll want to Enroll. Define the pitch for the resident to enroll in this campaign in the "Resident Enrolls" section.

Step 3d - Resident Receives Email on Enrolling

You can edit the content of the "Thank you" email that the enrolled resident will receive in the "Resident Receives Email on Enrolling" section.

To change the image, hover over it and click on "Change Image."

Step 3d - Resident Invites a Friend

Give your residents the option to share the campaign via different channels like email, Facebook, or Twitter. Also, share a default email with the residents to forward it to their friends as an invitation. You can customize the content of the message as per your requirements. 

Once the residents share the invite with their friends, they'll receive a confirmation which is also customizable.

Edit the content for the "Share option," through which the residents can invite their friends. You can also select the platforms through which the residents can share the campaign details with their friends.

Edit the default email copy that the resident will be sharing with their friends.

Edit the Landing page. This landing page will show up when the prospect clicks on the link shared with him by his friend.

To change the image, hover over it and click on "Change Image."

Edit the confirmation that the resident will get for sharing the campaign.

Step 3e - Save 

Once you are done editing the campaign, ensure to click on "Save & Next" to save the details.

Step 4 - Schedule Invite

Step 4a - Send Test Invite

You are now ready to schedule your referral campaign invite. In the 'Schedule Invite' tab, you'll send a test email (and/or SMS) to the contacts of your choosing or your email.

Step 5b - Schedule Invite

After sending the test invite, you can select the date and time and click on "Schedule Invite" to schedule the campaign.

Note  - The referral campaign is by default sent to the Residents of the property(s). You won't get an option to choose the audience.

Your Refer a Friend campaign is now ready to be sent to the residents!

• Related Articles

• Overview : Introduction to Journey AI Refer a Friend

  Context Referral programs are an essential marketing process for all communities to get more prospects through the residents. Hyly.AI is introducing its Refer a Friend app, to help create the referral programs. In this article, you will get an ...

• Overview : Journey AI Refer a Friend Campaign - Resident Experience

  Context It is essential to understand the residents' experience since the primary audience for the Referral Campaign is the residents. In this article, you will learn what the residents' experience will look like. Navigation Residents can access the ...

• Overview : Journey AI Refer a Friend Reports at Org Level

  Context Journey AI Refer a Friend comes with various Reports for you to analyze the data. In this article, you'll learn how to access and analyze these reports for Journey AI Refer a Friend at the Org Level. Navigation Log in to your Journey AI Suite ...

• Overview : Journey AI Refer a Friend Reports at Sub-Org Level

  Context Journey AI Refer a Friend comes with various Reports for you to analyze the data. In this article, you'll learn how to access and analyze these reports for Journey AI Refer a Friend at the Sub-Org Level. Navigation Log in to your Journey AI ...

• How To Manage Journey AI Refer a Friend Settings

  Context In this article, you will learn how to manage settings for Refer a Friend as an Agent. Step 1 - Navigation Login to your Journey AI Suite account, select your "sub-org" as required, and click on "Refer a Friend." Step 2 - Click On the ...