Refer-a-Friend
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      1. Hyly AI Help Center
      2. Journey AI
      3. Refer-a-Friend

      How do I create/edit a referral campaign in Refer-a-Friend?

      a. Go to Journey AI Suite> Select Sub - Org > Click Refer-a-Friend.

      b. It will direct you to the Referral Campaigns dashboard.

      c. To create a referral campaign, click the + Referral Campaign button.

      d. To edit an existing referral campaign, click the edit button beside that campaign.

       

      create referral campaign 1

       

      e. It will direct you to the Edit Referral Campaign page.

      f. Add/edit the campaign title and reward amount under the Referral Campaign Details tab.

      g. All the fields under this tab are mandatory and marked with a star icon. Click the Save button to save changes.

       

      create referral campaign 2

       

      h. Under the Community Invites Resident's To Enroll tab, you can add/edit your invitation via Email/SMS, Resident Portal, and Direct Link.

      • For Email/SMS, you can add images, add/edit email subjects, titles, email body, SMS text and disclaimer. Also, you can view the preview on the right-side panel.
      • The Resident Portal allows you to design a CTA for the campaign. You can add/edit CTA text, Banner Text and Embed Code. You can view the preview on the right-side panel.
      • You can add the link to your campaign in the Direct Link section.

       

      create campaign 3

       

      i. Under the Resident Enroll section, you can customize the resident enrollment page by adding a pop-up title, header, campaign pitch and footer. You can view the preview on the right-side panel.

      j. Under the Resident Receives Email Upon Enrolling section, you can customize the thank you email the residents receive after successful enrollment. You can add images and add/edit email subjects, titles, email body, and disclaimer. Also, you can view the preview on the right-side panel.

      k. Under the Resident Invites a Friend Section, you can customize the following options;

      • Share Options is to customize the message sent to the residents to provide them with share options like Email, Facebook, and Twitter.
      • The Provide a default to resident when inviting a friend section allows you to customize the default messaging template resident can share with their friends.
      • Refer-a-Friend Landing Page allows you to customize the landing page friends may visit once they click the referral link.
      • The Confirmation section is to customize the message sent to the residents upon a successful referral. For every section, you can view the preview at the right-side panel.

      l. Once all the changes are done, click the Save & Next button to proceed to <schedule the invite>.

       

      create campaign 4

       

      Next:

      How do I schedule a referral campaign in Refer-a-Friend?