Referral marketing is a method of promoting products or services to new customers through referrals.
ReferralCandy is a referral marketing tool that gets you more customers by incentivizing referrals. Think of it as word-of-mouth marketing for your products and services.
In a refer-a-friend campaign,
Why Referral Campaigns
The Chargebee - ReferralCandy integration helps you track referral purchases, apply discount when a friend purchases and add Account Credits to the Referrer's customer account automatically.
Step 1: Configure Referral Reward in ReferralCandy
For your referral program, you can choose to reward referrers who get new customers onboard successfully.
a. Login to your ReferralCandy account
b. Configure Referral reward: Select the reward type as ‘CUSTOM'. You can configure, say, $10 account credits to be added to the referrer's account. Chargebee will add this as Account or Promo Credits automatically. The credits will be used in the next renewal. Read more about Promo Credits in Chargebee.
If you select Coupon/ Cash, you should manage the creation and distribution of reward manually
c. Continue with configuring Referral Reward criteria in ReferralCandy.
Step 2: Configure Discount Coupon in Chargebee
Read about how to setup Coupons in Chargebee.
Chargebee supports creation of coupon codes in bulk. But these are one-time use only coupons. Multi-use coupon sets are not supported.
Read more about managing bulk coupon codes.
Step 3: Configure campaign details in Chargebee
Enter the campaign configuration details in Chargebee
|APP ID||ReferralCandy APP ID (navigate to My Profile > Plugin Tokens section)|
|API Access ID||ReferralCandy API Access ID (navigate to My Profile > Plugin Tokens section)|
|API Secret Key||ReferralCandy APP Secret Key (navigate to My Profile > Plugin Tokens section)|
|Campaign Destination URL||Enter the destination URL where users should land at|
|Referral Reward Type||Reward to be applied for the Referrer/Advocates. Select 'Custom' if you want Account/Promo credits to be applied automatically. Select 'None' if you want to manage the rewards on your own (via Coupons or PayPal cash payout)|
|Referral Reward Amount||Enter the credits to be applied (in case you selected 'Custom Referrer Reward')|
|Friend Reward Type||Discount/ coupon applied when a Friend makes a purchase. Select 'Coupon' if you want Chargebee to apply a coupon automatically. Select 'None' if you do not want to apply a reward|
|Friend Reward Coupon||Select a coupon as created in Chargebee (if you have selected 'Coupon' as a Friend Reward Type)|
|Post Purchase Referral Widget||Enabling this will display the Referral Share widget in Chargebee's hosted Thank you page|
|Applicable Plans||Select a plan for which you want to enable referral benefits. Select 'ALL' if you want to run the campaign across all plans. Else select a specific plan to which you want to run the referral campaign for|
Click on Generate URL. Chargebee will generate a link. Copy the link and proceed.
Step 4: Configure Friend Reward in ReferralCandy
Configuration is now complete.
You can see how the referral checkout and rewards are applied when friends sign up via Referral URL in the next section.
As part of this integration, when a customer purchases a subscription plan, Chargebee posts the invoice value as a successful purchase value to ReferralCandy. Based on this value, Referral Candy identifies the Referrer's commission and Referral Candy's commission. Referral Candy has a commission system where it charges for 3 consecutive transactions from a referral sign up.
If you are running a business which sells prepaid plans, such as e-commerce subscriptions, you may want Chargebee to post a successful purchase to Referral Candy for each order rather than the whole invoice (which has multiple orders). Contact [email protected] to have this change configured in Chargebee. This requires that orders be enabled in Chargebee.
Let's simulate a referral checkout and see how the rewards are applied:
Test Referral Campaign:
Friend gets 5% off on signing up via a referral link
Referrer gets $5 credit when a friend subscribes successfully
A customer signs up and views the sharing details. Chargebee will show the share widget automatically in the hosted thank you page. Customer shares the referral URL with a friend(s).
Friend receives the Referral link and chooses to sign up. Let's assume that you have setup a discount offer, say 5% discount as a Friend offer. Chargebee will apply the discount automatically
Once the friend purchases successfully, the referrer/advocate will receive the $5 credit automatically added to their account
Chargebee will show the Referral link in the Customer/ Self care portal.
So users can login at any time and share the URL with their friends.
If a plan includes Trial period, will the Referrer/advocate receive the reward on Trial sign-up?
Chargebee notifies ReferralCandy only when payments are successful.
If the plan contains a Trial period, then Chargebee will not notify immediately, but only when the customer converts from Trial to Paid subscription.
The current flow explains how a new customer can sign up and share the Referral URL with their friends. How should I (as a merchant) share referral links with my existing customers?
You can share referral links with your existing customers in two ways:
When will the referrer/advocate receive the discount or credit?
Assume you have setup a reward delay of 10 days, then Chargebee will apply the reward after 10 days. ReferralCandy has a default delay of 6 hrs. In case you have not setup a delay, Chargebee will apply the referral reward after the default delay.
Chargebee checks every 24 hrs for a list of rewards to be applied and applies the credits.
I'm using multiple Chargebee sites. How can I manage the referral campaign across accounts?
If you have multiple sites in Chargebee, you should sign up for multiple ReferralCandy accounts. You can then perform the configuration process for each Chargebee site.
What measures are put in place to detect fraudulent signups?
ReferralCandy has in-built fraud detection measures to track and prevent deceitful activities. Read more about ReferralCandy's fraud prevention measures .
Why am I unable to see the referrer being recognised for some or most of the purchases?
ReferralCandy use in-built fraud detection measures to track and prevent deceitful activities. If the referrer is not detected for your customers' purchase, then the purchase might not have gone through ReferralCandy's fraud prevention measures.
I see that my referral purchases are getting tracked in ReferralCandy, but it takes a lot of time for the referrals to be attributed to a referrer. Why?
ReferralCandy has a default delay of around 4-6 hours for attributing a referrer to a referral purchase. If you would like to reduce this delay for testing purposes, please reach out to ReferralCandy support and keep Chargebee support in the loop.
Why do I see incorrect referrers being attributed to some of the referral purchases in ReferralCandy while testing?
If you are using the same device and same browser to test out your referral purchases, ReferralCandy will always attribute the purchase to the advocate, whose referral URL was loaded the very first time in the browser. Please use the browser in ‘Incognito' mode for your testing purposes to get around this problem.