Start with the first area of integration that will profit from it: the sharing of consumer data. Customer data can be manually transferred with Evolve using CSV file import/export. This is an excellent method to get started and test out referrals without incurring a lot of costs. But in this article, we’ll concentrate on what occurs when you decide to scale up your referral programme after moving past experiments. At this point, you’ll need to move the process beyond the manual workflow, which is precisely where Evolve’s API-first strategy shines.
How can I connect the channels for referral distribution?
Evolve provides a Distribution Manager that enables users to distribute referral codes automatically through integrated tools or partnerships with well-known messaging services (e.g., Braze, MailChimp or ActiveCampaign). Its main objective is to facilitate the automatic sharing of referral codes based on both predetermined and bespoke events.
Consider creating and sending invite links using a pool of distinct referral codes. With Evolve, it’s simple as pie. The bottom line is:
Specifying the time frame for sending the referral link or code.
writing the message
launching the campaign.
The powerful editor in Distribution Manager enables you to combine static material with variables for customer and reward information that will be filled out by Evolve. With a live preview of how your messages will appear, the editor, which supports HTML for emails and plain text for SMS, makes composing simple.
It’s time to reward the referrers as well once a campaign is online and invited friends begin visiting your e-store.
How can I use webhooks to manage referral bonuses?
When you need to activate additional processing stages, reward events are also helpful. You can easily configure your environment in Evolve so that every referral reward awarded is automatically passed on for additional handling by using webhooks.
Notifying referrers and referees of the incentives they are receiving is a frequent use case for this. When it comes to creating notification messages and disseminating them through your distribution channels, the events you receive from Evolve are invaluable. With the API operating in the background, all of this can be set without writing any code directly from the Evolve web GUI.
Selecting the communication channels—built-in email, SMS, or integrations—as well as choosing the right customer category and referral campaign to target are crucial first steps in this process. By selecting separate message templates for various campaigns and segments, you may use these latter distinctions to tailor outgoing messages to the context of an audience and campaign as necessary. As soon as you complete this setup, you can essentially set it and forget it because Evolve will take care of informing your customers via the channels of your choice each time they receive a campaign reward.
Conclusions
This post ought to give you a very clear notion of what the advantages of the API-first approach to referral programmes entail in actual use. Sign up for an Evolve trial to see for yourself; don’t just take our word for it.