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Create your campaign

Once the app is installed and activated, you can access Markivo Referral Program in the following ways:

How to access

  1. Log in to your Genstore admin.
  2. In the left-hand menu, go to Apps -> Referral Program.
  3. If the app isn’t pinned to your sidebar, you can find it under the Installed section on the Apps page and click to open it.

Create a campaign

On the app page, click Create to start setting up your campaign. Here, you can define the basic campaign details, including the campaign name, duration, target audience, and participation rules.

Basic setup

This section allows you to establish foundational information about your campaign, including its name, duration, target audience, and guidelines.

  • Campaign name: Choose a concise, impactful name like "Invite Friends, Share Rewards" (limit: 20 characters).
  • Campaign period: Specify the start (required) and optional end date. Without an end date, the campaign remains ongoing. Note: Timing adjustments cannot be made after the campaign starts.
  • Campaign Icon: Upload a custom icon to enhance brand recognition.
  • Campaign description: Elaborate on the campaign rules and prize details (limit: 2000 characters).
  • Target customer: Define the customer segment eligible for participation, targeting either all users or specific tagged users.
  • Campaign goals: Select a goal:
    • More purchases: Reward based on order completion.
    • More signups: Reward based on the number of new, unregistered customers invited.
  • Prize quantity limit: Set a cap on the number of prizes a referrer can claim.
  • Fraud protection: The system automatically checks the email addresses of participants. Optional verifications for IP and browser fingerprints are available.

Rewards settings

Navigate to the Rewards tab to assign rewards for both inviters and invitees.

Reward type

Choose from the following reward types:

  • Percentage discount: Fixed percentage off (e.g., 5%, stackable with other promotions), with minimum order requirements.
  • Amount discount: Fixed amount off (e.g., $5), with minimum order requirements.
  • Free shipping: Cap the deductible shipping costs, with minimum order requirements.
  • Free product: Offer specific products as rewards. If multiple products are added, the system defaults to the first listed product.

Quantity and validity

  • Rewards expiry time: Set the validity period for rewards, calculated from the time of issuance.
  • Rewards quantity limit: Decide if there's a limit to the number of rewards claimable.
  • Rewards image: Use a default or upload a custom image (recommended size: 240x240).
  • Rewards description: Automatically populated based on the selected prize type.

Display and style

In the Widget design tab, customize the campaign's presentation on various devices and pages.

  • Display device: Choose visibility on web, mobile, or both.
  • Display page: Choose to display across the entire site or specific pages.
  • Display position: Customize locations on different devices.
  • Component background: Select a preset or upload a custom background.
  • Style customization: Adjust the size, margins, corner radius, and color scheme to match the website’s style.
  • Text editing: Personalize the displayed text, including font size and style.

Email notifications

In the Notifications tab, configure alerts for when users win prizes or when prizes are nearing expiration.

  • Sender: Auto-filled sender information is customizable. Set up a reply address for user interactions.
  • Trigger conditions: Specify conditions under which reminder emails are sent, using pre-configured templates for prize acquisition or expiration notices.

Preview and launch

Use the Preview feature to view how the campaign will display to ensure all settings are correct.

TIP

Before launching, the system automatically verifies all settings. An exclamation mark will indicate any incomplete necessary configurations, guiding you to finalize settings.

After launch, manage your campaign from the Campaign list.