How to create a refer-a-friend campaign with Prefinery?

With Prefinery you can run an amazing refer-a-friend campaign like that of Dropbox or AirBnb. Prefinery provides you the ability to reward a person when they simply refer a friend, or when their friend later performs a goal-based action, such as makes a purchase, subscribes to your newsletter, requests a demo, etc.

Here's how you can get started on that viral referral campaign: 

  1. Create a new project. During the project setup wizard, in the second step you will be asked what kind of campaign you will be running with this project - make sure to select Post-launch Campaign

  2. Proceed to customize your project to make sure it runs the way you need it to by clicking on Setup in your dashboard header. You can start off with customizing your signup form and your email messages.

    Tip: We highly recommend that you should update and personalize your email messages to match your unique brand and voice. 

    If you are also importing an initial email list into your project make sure that you've setup the proper triggers for users with the imported  status on your email message so it's delivered to them.

  3. Setup the triggers for your referrals and rewards to make sure that your users get what they deserve for signing up and helping you spread the word! You can take inspiration from how Dropbox and AirBnB run referral campaigns that offers double-sided rewards. 

  4. When a user submits the signup form, they see the Referral Page which displays their unique referral link (e.g. ) that they can use to earn referrals when they share it with others who then signs up through it. You can set which page on your website your users' referral links point to via Referral Page > Settings > Redirect URL.

    The link contains a referral code (e.g. aBc23 ) which is a 5-character randomly generated alphanumeric string. You can personalize this code by enabling the Vanity Referral Codes feature

    Besides being able to copy-and-paste the referral link anywhere, with the sharing buttons they can easily share their link with friends on social networks, over email, and over messaging apps such as WhatsApp, Telegram and Messenger. When a friend clicks the shared link, Prefinery records a "share," and the friend lands on your signup form. 

    You can disable/enable sharing options through Referral Page > Settings > Networks

  5. To start collecting signups and referrals using your form, you will now need to install Prefinery on your website or application

  6. If the friend follows a referral link and subsequently submits the Signup Form, Prefinery records a "referral" and gives this referral credit to the owner of the referral link.

    A user's profile will show a list of Referrals they have made. 

    The referred user's profile will show who has referred them (who's referral link they signed up through). 

    As users earn referrals and reach the require number of referrals of a reward, they trigger and earn that reward.

What's next?

While you might already be setup and ready, you can review your project customization options and make sure you've covered everything you need.

You can also jumpstart your campaign by importing your existing email list from other platforms.

Still need help? How can we help? How can we help?