Overview

Lootly makes it easy to launch your own fully customizable referrals program in just a few clicks. This guide is meant to give an overview of the basics, so you can get started. 

Referral Basics

At the core of every referral program is the ability for existing customers to refer their friends & family to buy from a store they enjoy. Customers are given a link that is often shared to social media, such as Facebook to make it easy for people to click and visit the store. 

When a customer visits the store and makes a purchase, that is attributed as a successful referral. With Lootly, we have a similar process but tools to automate these items to make it easy for everybody. 

Rewards

We offer two types of reward options that are meant to incentivize not only the sender (ie: existing customer) of the referral link, but also the receiver (ie: new customer) to follow through. 

You can see these reward options by going to: 

  • Referrals > Rewards

We recommend to create a unique reward for the Sender, and a unique reward for the Receiver. Often, the Sender is rewarded with points or a $5 discount for example off their next order. Whereas, the receiver is often given a larger discount to push them towards the purchase, such as a "$10 off your first purchase" type of reward. 

The rewards offered here are setup the same way as Points & Rewards. 

Sharing Options

Within the Lootly widget, existing customers are given their own referral link to share with friends & family. In addition to this, there are pre-defined buttons they can click to share on social media or via email. You can customize these options by going to: 

  • Referrals > Sharing

The Referrals Sharing screen allows you to do the following: 

  • Enable sharing options (Facebook, Twitter and Email) 
  • Customize the design of the social share post (share text, title, description and image) 

Tip:  Use the variables on the right to customize the messaging to best match the offer & your unique program. 

Settings

The last part of setting up your referral program is figuring out where the customer will land upon clicking the link. Typically, referral programs will guide the new customer towards a special landing page versus the homepage. 

This way you can craft a special story to help them better understand your brand, and present them with the wonderful coupon they can use on their new order. To start, you will need to go to: 

  • Referrals > Settings
  • Enter in a URL next to "Landing Page"
  • Click Save 

By default, the referral link will be:  lootly.io/{unique-code}, however you can customize the "lootly.io" domain to match your domain with the "Custom Referral Domain" feature. 

Note:  The Enterprise plan is required to use the custom domain feature. 

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