Define your first referral

Similar to offer definitions, referral definitions are templates that tell us what referral recipients need to do to complete their referral, and what reward the sender and the recipient will receive when they do. Many referrals can be created from one referral definition.

Referrals differ from offers in that they have two users involved: a sender and a recipient. The sender must invite the recipient—typically through a unique referral link—such that the sender's referral code is reported back to Resonance along with the recipient's user id. This allows us to link the sender and the recipient,and to track the state of that referral. When the recipient fulfills the condition for that referral definition, the referral will be considered complete, and both sender and recipient will be able to receive their specified reward. Let's see how to set that up.

First, navigate to the referral definition tab in the console. Hit the button to create a new referral definition. Come up with a human-readable name that describes the referral (e.g. "Give $20, Get $20"). Select the reward you created earlier from the dropdown menu you'd like to give to the sender, and the reward you'd like to give to the recipient. Then, select the condition the recipient needs to satisfy from the other dropdown. Hit submit.

Done! You've made your first referral definition! With a few more clicks you'll be able to launch your first referral campaign and start getting your users to refer others in their network.

Next steps

Great work! You will need to put together a referral campaign next. The campaign might be an extremely simple evergreen campaign that new senders are entered into automatically via events, or it might be a complex, time-boxed campaign that tests two definitions against each other, or maybe you want to make both of those campaigns! Referral definitions can be reused across campaigns and their data is all stored for you to review and compare any time.

Also check out the referral API endpoints if you want to work with referrals programmatically: