Objective

WhatsApp Referral Campaign: Usage and Creation Guide

Applies To

• Referral Campaign
• WhatsApp
• Broadcast
• Live chat

Referral campaigns are used as a powerful marketing strategy to encourage customers to refer your products or services to their friends and acquaintances. By leveraging the existing customer base, you can expand your reach, acquire new customers, and foster brand loyalty.

Referral campaigns can significantly boost your customer acquisition and brand awareness. By following the steps in this guide, you can create and implement a successful referral campaign. Remember to monitor your campaign's performance, analyze results, and refine your strategies to maximize the campaign's effectiveness.
Note: The Referral Campaign is currently available for only WhatsApp channel.

This document will guide you through the process of creating and implementing a referral campaign using the steps provided.

Custom Domain Mapping for Referral Link
In case you want to use your own domain name for the referral link, you can map your own domain, under Jumper.ai’s Settings, or else the Jumper.ai domain name will be used for referral campaign links

Click here to know more about setting up your domain.

Procedure

By simply following the 8-step explanation, you can easily understand how referral campaigns work.

Step 1: Create a Registration Bot

To kickstart your referral campaign, first, you'll need to create a registration bot. This bot will get triggered once the referee subscribes to the channel by sending the registration confirmation message to the channel.

In this bot:

• Configure the message to send to the referee once they subscribe to the channel, e.g. “Thank you for registering with us.”

• Tag the referee as a successful subscriber to our channel, using the CRM field & CRM tag under operations, e.g. “subscribed” as CRM Tag and “subscribed:1” as CRM Field.

• Note: After creating the campaign, you can edit the registration bot & add the participation bot to invite the referees to participate in the contest, become referrers & invite their friends.

Step 2: Create a Repeat Registration bot
Repeat registration bot will get triggered when the already subscribed referee tries to register again to the channel.
In this bot:

• Configure the message to send to the referee when they attempt to register again to the channel, e.g. “You have already registered with our channel !”

• Add a bot trigger to the bot, which will used in registration message for the referee while setting up the referral campaign.
  
  E.g. “Send us this message to register for our WhatsApp channel and to help your friend ( <unique_ref> ) to win a Santorini trip”
  Here the word register will trigger the bot to inform referee that they are already registered.

Step 3: Create the Referral Campaign
Create a new referral campaign & configure it with the following details:

• Campaign Name

• Campaign Duration

• Campaign Status (Active/Inactive)

• Referrer Message

• Attach Referral Confirmation Message WhatsApp template (Note: This is an optional field & you should add it after creating the campaign)

• Registration Message

• Attach Registration bot

Step 4: Create a Referral Confirmation WhatsApp Template
Create a WhatsApp template with the following details:

• A message to notify the referrer after his referee successfully subscribed to the channel using his referral link

• Add a custom field to display the referral count for the specific campaign.

After creation, connect the confirmation WhatsApp template to the Referral campaign under the Referral confirmation message.

Step 5: Create an Invitation WhatsApp Template
Create an invitation template for participants to share with their friends via WhatsApp.

• The template should include a compelling message along with a button labelled "Invite". 

• Configure the button with a Dynamic URL & link it to the referral campaign.

Step 6: Create a Participation Bot
Build a participation bot & configure the following:

• Attach the Invitation WhatsApp message template to the bot.

• Add a CRM field under operation, with the field name as Campaign_Participants & set its value as the Campaign name. (e.g. campaign_participants : giveawaycontest). This field will help you track and segment participants effectively.

Step 7: Create a Participation WhatsApp Template
Create a participation WhatsApp template to invite your customers to participate in the contest.
The template should include

• Information about the contest, along with terms & conditions.

• Add a “Take Part” CTA button & link it to your participation bot.

By leveraging the template, you can efficiently communicate with your customer base, inviting them to participate in the referral campaign actively.

Step 8: Send an invite to your customers to participate in the contest

Finally, distribute the participation template to your customers using broadcasting or engaging in live chat conversations directly or either via sharing the bot link.
Follow the below topics, for a detailed explanation of the referral campaign.

Create a Registration Bot

1. Navigate to Automations → Bot Builder in the menu, then click on the New Bot option.
   
   
   
2. Provide a name for your bot (e.g. “giveawaycontestregistrationbot”) for easy identification & select WhatsApp channel under the sales channel option.
   
   
   
   
3. Drag the text message type on the empty canvas & add your registration confirmation message for the subscriber, e.g. “Thank you for registering with us.”
   
   
   
   
4. Under Conditions, click on Add a rule, then click on +Add operation & select Add/update CRM field option. Now add the CRM field name as “subscribed” & value as “1”.  When a customer will go through the bot they will be marked as a subscribed user of the channel.
   
   
   
   
5. Click on the +Add operation again & select Add CRM tag option then add the CRM tag as “subscribed”, so when a customer will go through the bot they will be tagged as a subscribed user of the channel.
   
   
   
   
6. Click on the Save option then Publish the bot.
   
   

Create a Repeat Registration bot

1. Navigate to Automations → Bot Builder in the menu, then click on the New Bot option.
   
   
   
2. Provide a name for your bot (e.g. “Repeat Registration”) for easy identification & select WhatsApp channel under the sales channel option. 
   
   
   
   
3. Drag the text message type on the empty canvas & add your repeat registration message for the referee, e.g. “You have already registered with our channel !”.
   
   
   
   
4. Under Conditions, click on Add a rule, then click on the gear icon to configure your bot trigger keyword.
   
   
   
   
5. Under Bot details, edit your bot trigger keyword & add the keyword which you will use in the registration message for referee, e.g. “register”, to trigger the bot when the already subscribed referee tries to register again to the channel.
   
   
   
   
6. You can configure more step based on your requirements, then click on the Save option then Publish the bot.
   
   

Create the Referral Campaign

1. Navigate to Automations → Referral campaign in the menu, then click on the Create campaign button to generate a new campaign.
   
   
   
   
2. Provide a campaign name (e.g. giveawaycontest) & campaign duration, i.e. End date specifying the expiry period of the campaign.
   
   
   
   
3. In the Referrer section, include a referrer message along with the referral tag i.e. “<unique_ref_link>”.
   
   When a referrer clicks on the invite link, then the pre-written referee message along with a personalized referral link for the specific campaign will be shared with the referees.
   
   Important Note: You must add the tag “<unique_ref_link>”, as it is the system-generated unique referral link.
   
   
   
   
4. Skip the Referral confirmation message section while creating your campaign, you can add it later once the campaign & Referral Confirmation WhatsApp Template is created. This template will notify your participants about the successful referrals & display the total count of referrals when a referee successfully subscribes to the channel.
   
   
   
   
5. In the Referee section, include a message encouraging referees to register to the channel & support their referrer in winning the contest.
   
   You must add the tag <unique_ref> along with the message. This <unique_ref> tag (e.g. ref_234567890) is the unique identifier of the referrer and will be used to associate the referrer & referee.
   
   This tag will also verify if a referee is registered or not. Accordingly redirecting the referee to Registration bot or Repeat Registration bot.
   
   Under the Registration bot section, simply select the Registration bot created & click on the Save button.
   
   
   
   You can also change the campaign status to Active & Inactive as per your business requirements.
   
   

Create a Referral Confirmation WhatsApp Template

1. Navigate to Sales channels → WhatsApp in the menu, then click on the Message templates.
   
   
   
   
2. Click on Create new option, then add your template details like template name, template type, and template languages.
   Note: Include the “campaign name” + “referral confirmation message” in the WhatsApp template name for easy identification, e.g. “giveawaycontestreferalconfirmationmessage”.
   
   
   
   
   
3. Under the template message body, start adding your message, then click on the insert {...} option under the input field.
   Here you need to add a custom field name, following the format of “campaign name” + “_referrer”, e.g. if your campaign name is “giveawaycontest” then add the custom field as “giveawaycontest_referrer”, this field will be used to display the total count of successful referrals to the referrer.
   
   
   
   
4. Further configure your message for the referrer along with the custom field, then under Add sample text for the following custom fields section, add the value “1” in the input field. Save the template & wait for approval of the same.
   
   
5. Once your template is approved, navigate back to your created referral campaign & click on the edit icon, then under the Referrer section of the campaign, select the created referral confirmation WhatsApp template & click on Save to save the campaign.
   
   

Create an Invitation WhatsApp Template

1. Navigate to Sales channels → WhatsApp in the menu, then click on the Message templates.
   
   
   
   
2. Click on Create new option, then add your template details like template name, template type, and template languages.
   Note: Include the “campaign name” + “invitation” in the WhatsApp template name for easy identification, e.g. “giveawaycontestinvitation”.
   
   
   
   
   
3. Under the template message body, add your message to provide contest participation confirmation to the referrer, along with the invitation button link to invite their friends & increase their chance of winning.
   Click on the +Add new option to add a button.
4. Click on the added button to edit the button details, then select the option Open a website under button actions.
   
   
   
   
5. Select the Dynamic option under URL type, then check the option for This is for referral campaign.
   
   
   
   
6. Here, select the created referral campaign (e.g. “giveawaycontest”) under the dropdown list & click on Submit button.
   
   
   
   
7. Now add a button title e.g. Invite & click on Close.
   
   
   
8. On the right side of your screen, you can also view the preview of your invite template message. Finally, click on the Save option & wait for the approval of your template.
   
   
   
   Note: Invitation WhatsApp template cannot be directly shared under Live Chat.

Create a Participation Bot

1. Navigate to Automations → Bot Builder in the menu, then click on the New Bot option.
   
   
   
2. Provide a name for your bot (e.g. “giveawaycontestparticipationbot”) for easy identification & select WhatsApp channel under the sales channel option. Then click on Save & start creating bot.
   
   
   
   
3. Select the Message template option under Message types & drag it to the empty canvas. Click on the Message template step to edit it, then select your created WhatsApp invitation template (e.g. “giveawaycontestinvitation”).
   
   
   
   
4. Once you have selected your template, click on Add a rule option under conditions.
   
   
   
   
5. Now click on the +Add operation & select Add/update CRM field option.
   
   
   
   
6. Add the CRM field name as “campaign_participants” & value as “campaign name” e.g. “giveawaycontest”. Then click on the Save button & Publish the bot.
   This CRM field will mark the customers who have agreed to take part in the contest.
   
   

Create a Participation WhatsApp Template

1. Navigate to Sales channels → WhatsApp in the menu, then click on the Message templates.
   
   
   
   
2. Click on Create new option, then add your template details like template name, template type, and template languages.
   Note: Include the “campaign name” + “participation” in the WhatsApp template name for easy identification, e.g. “giveawaycontestparticipation”.
   
   
   
   
   
3. Under the template message body, add your message which includes information about the contest.
   Click on the +Add new quick reply option to add a button.
   
   
4. Click on the button to edit, then select the option Start a bot flow under the button action.
   
   
   
   
5. Search for the created participation bot, then click on the Select option. Add a button title e.g. “Take part” & click on Close.
   
   
   
6. On the right-hand side of your screen, you can also view the preview of your message template. Once all the details of your template have been added, click on the Save button & wait for approval of your template.
   
   

Send an invite to your customers to participate in the contest

1. Navigate to Automations → Broadcast in the menu, then click on the New Bot option.
   
   
   
   
2. Now set a name for your Broadcast & select WhatsApp in Messaging Channels.
   Note: Include the “campaign name” while naming the broadcast for easy identification, e.g. “giveawaycontest broadcast ”. In case you didn’t set a name, default names are added by default e.g. Broadcast #1.
   
   
   
   
3. Under Create message section, select the WhatsApp participation template, e.g. “giveawaycontestparticipation” & select the preferred language.
   
   
   
   
4. Select the target audience under the broadcast settings.
   
   
   
   
5. Select your preferred Scheduling method, then click on Save & send.
   
   
   
   In case you want to initiate any future broadcast to the referrers who have taken part in the campaign, you can use the additional conditions under filters using Custom Tags.
   
   

Referral Campaign Simulation

1. After sending the broadcast the customers will receive the following message to participate in the contest.
   
   
   
   
2. Once the customer confirms to take part in the contest, then it would trigger the participation bot & the customer would receive the confirmation message, along with the button link to invite friends.
   
   
   
   The participation bot will mark the customer under the CRM field, e.g. “campaign_participants : giveawaycontest”. This field can be used to identify the participants who took part in the contest.
   When a referrer takes part in the campaign, by default a custom field campaign_referrer (e.g. giveawaycontest_referrer) will be created & value will be set to “0”. If any referee subscribes to the channel via the shared link by referrer, the field value count will keep getting increasing from “0” to “1” & so on, based on the number of subscribing referees.
   Note: By default a custom field campaign_referrer (e.g. giveawaycontest_referrer) will be added to all users who received the broadcast/ bot message with referral link & value will be set to “0”. (e.g. the “Invite” button which has the referral link.)
3. After clicking the Invite link, the referrer can choose whom to refer from the contact list.
   
   
   
   
4. After choosing the list of contacts, a window with a prewritten text & referral link will be shown to the referrer.
   
   
   
   
5. This is the message that the referee will receive from the referrer.
   
   
   
6. When the referee clicks the personalized referral link sent by his friend, the client's WhatsApp account opens for the referee with a prewritten text. It includes the reference ID of the referrer for tracking purposes.
   
   
   
   
7. Referee sends the confirmation message to register with the channel.
   
   
   
   

8. Once the referee sends the registration confirmation message to the channel:
   

• It will send a successful confirmation message to the referrer, along with the total referral count.
  
  
  
  
• The system will generate a CRM Custom field under the referrer profile, with the field name as “campaignname_referrer” i.e. “giveawaycontest_referrer” & value as “1”. The value indicates the total count of referrals made by the referrer for the respective campaign.
  
  

• The system will generate 3 CRM fields under the referee profile:
  A. Field name as “Referrer” & its value as referrer’s mobile number.
  B. Field name as “Referrer link” & its value as conversation ID.
  C. Field name as “Campaign name” (e.g. “giveawaycontest”) & its value as subscriber.
  
  
  
  

• The registration bot will get triggered: & send a thank you message.
  A. Sends a thank you message.
  
  
  
  B. Adds a CRM custom field, field name as “subscribed” & its value as 1.
  
  
  
  C. Adds a CRM tag as subscribed.
  
  
  
  

Cases

Case 1: Campaign has expired or Inactive.
Referrer: If a referrer clicks on a expired or Inactive campaign, then they will get redirected to the same channel.

Referee: If a referee clicks on an expired or Inactive campaign invite link from a referrer, then they will get redirected to the channel with an empty message.

Case 2: Referee is trying to register again to the channel.
Repeat registration bot will get triggered when the already subscribed referee tries to register again to the channel by clicking on the link shared by the referrer & sending a registration confirmation message to channel.

Referral Campaign Report

You can download the report for your referral campaigns under Automations → Referral campaign → Download CSV report



Click on the Download button based on your preferred format (CSV/Excel) option to generate the report.



Incase the records are more than 50k, then system will provide you a paginated option to download the records in parts.

In the report, you will find the following:

1. Referrer name & number under referrer_name & referrer_channel_identifier columns.
2. Referee name & number under referee_name & referee_channel_identifier columns.

3. Campaign name & referred time under campaign_name & referred_timestamp columns.

Referral Campaign Analytics

Navigate to Automations → Referral campaign in the menu, then click on View analytics to view referral campaigns analytic details.



Here, you can apply a filter to select a campaign & provide the date range to view the analytics for the same.





There are 2 key filters available on the Referral Campaign Page:

There are 2 Key Metrics: