Launching a referral program is a fantastic way to expand your customer base and reward loyal patrons. To maximise the impact of your referral program, it's crucial to announce it to your existing customers and where possible have an always-on flow.

Some popular options are;

Email is a powerful tool with a wide reach. Use your email marketing platforms, such as Attentive, Klaviyo or others, to send a well-crafted email announcement.

Similar to Email marketing, your SMS channel is great for announcing your new Okendo Referral Program.

Given those who have consented to SMS, is likely a smaller pool of already hyper-engaged customers, feel free to tap into the entirety of this database to inform them of the referral program and utilise flow conditional splits where possible to prioritise SMS.

Keep your SMS messaging concise and ensure the call to action is clear.

If you have a mobile app, consider using push notifications. These can be highly effective, especially with your most engaged customers.

Consider utilising segments of your customer base to tap into those who are already clear advocates of your brand. These are;

Feel free to read detailed instructions on how to build these segments/flows below.

There are two ways to target your top reviewers to make a referral. These are either via an ongoing flow, or a campaign.

The first way is via a flow, with the trigger “Created Okendo Review” with the “latest review rating” equal to 5. To back populate, insert a time delay into the flow, click "add past profiles", and then remove the time delay. If the time delay is set to 30 days, it will capture customers who are eligible for this flow in the past 30 days.

The Attentive journey is slightly different. You will need to insert a pre-configured segment with the same parameters into the journey. Build this segment using the below filters.

The second way is to create a segment with parameters and use it in a marketing campaign. This method is beneficial if you’d prefer to approve the list prior to sending out customer communication. You can also configure the segment to only track customers who left a review in the past 30 days etc., as opposed to all time.

Attentive

Similar to 'Top Reviewers' consider utilising a sub-segment of your customer base who have already made repeat purchases with your brand and are highly likely to recommend the brand.

The first way is via a flow, with the flow filter “Placed Order” with "is greater than" equal to "1". To back populate, insert a time delay into the flow, click "add past profiles", and then remove the time delay. If the time delay is set to 30 days, it will capture customers who are eligible for this flow in the past 30 days.

A similar journey can be set up as below in Attentive.

Similar to creating a segment for top reviewers, it can also be done for top customers.