♻️Referral Programs (Pro)

Creating a Referral Program in Listgadget

Objective

This SOP outlines the steps to set up a referral program using Listgadget, enabling email subscribers to refer others and earn rewards.

Key Steps

Understanding Referral Programs 0:00

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• Referral programs allow email subscribers to refer new subscribers.

• Subscribers can earn custom rewards for reaching milestones (e.g., refer 5 people for a t-shirt).

• The goal is to increase subscriber growth.

Connect Your Email Platform 0:57

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• Navigate to Settings > Account > Integrations.

• Ensure your email provider is listed. If not, contact support to add it.

Create a New Referral Program 1:46

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• Click on Create New Referral Program.

• Enter the name of your email list or brand (e.g., "Pete's Weekly Roundup").

• Select your email integration (e.g., Kit).

Set Up Custom Thank You URL 2:24

• Decide if you want to use a custom thank you page or the built-in page.

• If using a custom page, enter the URL.

Create Subscriber Call to Action 3:10

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• Write a short, bold headline encouraging sharing (e.g., "Share my newsletter with your friends and earn swag!").

• Optionally, add an extended call to action with more details.

Customize Rewards 4:01

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• Add at least one reward (up to four).

• Provide a name and the number of referrals required to earn it (e.g., "Exclusive Email Content" for 5 referrals).

• Enter a URL for reward redemption.

Design and Color Customization 5:37

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• Choose a color scheme for your referral program.

• Use brand presets or customize colors as needed.

Testing the Referral Program 6:09

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• Test the integration settings and ensure everything is functioning correctly.

• Send a test email to verify links and functionality.

Embedding in Newsletter 8:11

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• Use the provided URL or HTML code to embed the referral program in your newsletter.

• Ensure the links direct to the correct dashboard.

Final Testing and Confirmation 10:07

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• Confirm that the email links work and direct to the correct pages.

• Test the referral process by subscribing with a different email.

Monitor and Adjust 14:49

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• Regularly check the referral program's performance and make adjustments as necessary.

Cautionary Notes

• Ensure that your email provider is supported before starting.

• Test all links and functionalities thoroughly to avoid issues for subscribers.

Tips for Efficiency

• Keep your call to action concise and engaging to encourage sharing.

• Regularly review and update rewards to maintain subscriber interest.

Link to Loom

https://loom.com/share/700e8e44bcf142a3af0bd3ec6ce85aa7