Coupon Codes

With ReferralHero you can easily send your subscribers unique coupon codes.

You upload a CSV with your codes and ReferralHero make sure each code is sent to one person only. Also, you decide exactly when your subscribers receive their coupon code (eg: when they sign up, when they invite a specific amount of friends, etc).

Creating the CSV file

The first thing we need to do is to create a CSV file with the coupon codes. ReferralHero accepts CSV files with one single column "code", which contains the coupon code. We recommend importing at least 1,000 codes.

If people will use these codes on your website or your ecommerce platform (such as Shopify), don't forget to import these codes onto your platform as well.

Of course, each code must be unique. You can download an example CSV file here.

Importing the coupon codes

• Go to your campaign dashboard > Settings > Coupons

• Click on the button New coupon group

• Give a name to this Coupon Group (we suggest something descriptive; eg: 10% OFF) and upload the CSV file.

After you click the Upload button, your coupons will be processed and imported. You will receive an email when the import is finished.

Splitting codes in different groups

One of the best things of ReferralHero's coupon feature is that you can create different "buckets" (we call them Coupon Groups) for your codes and decide each time which "bucket" you want to pick a code from.

For example: let's say you want to give away 10% discount codes to people who invite 2 friends, and 50% discount codes to people who invite 5 friends.

In ReferralHero, you can simply create two Coupon Groups, one for the 10% discount codes and one for the 50% discount codes, and upload a different CSV file for each group.

Then in your emails when you need to pick a Coupon Group, simply pick the one with the codes you want to send. In our example, you will pick the "10% discount codes" group for the email that goes to people who invite 2 referrals and the "50% discount codes" group for the email that goes to people who invite 5 referrals.

Sending the coupon codes

When a coupon code is sent via email, it's removed from the list of available coupons. This effectively means that each coupon code can only be sent once. When there are 50 coupons left, we will send you an email so that you can import new codes.

In Automation Emails

To send a coupon code, simply use the %coupon% merge tag in your automation emails. For example, let's say you want to send a coupon code to subscribers when they refer their first friend:

1. Go to your campaign dashboard > Automations > First Referral email.

2. Toggle 'Issue Coupon Code' and select the Coupon Group from which the coupon code will be picked.

3. Use the merge tag %coupon% in the body of your email. ReferralHero will replace it with one of the codes in that Coupon Group.

4. Toggle 'Active' and save the email.

Note: Automation emails are only sent to subscribers who have been added to your campaign. If you have enabled the verification method, unverified subscribers will not receive automation emails or the coupon codes attached to them.

In Rewards and Widget

You can send a coupon code in any type of reward in ReferralHero. For example, let’s say you want to send a coupon code to subscribers for signing up for your campaign. You can send the coupon code when they sign up and unlock the "reward for completing funnel conversion events":

1. Go to your campaign dashboard > Edit Campaign > Rewards and click "+Add reward" under "Rewards for Completing Funnel Conversion Events".

2. Enter a reward name and set the reward trigger condition, e.g., when an organic subscriber signs up.

3. Under the advanced options, toggle 'Issue Coupon Code' and select the Coupon Group from which the coupon code will be picked.

4. Toggle 'Notify subscribers when they unlock this reward' to send the subscriber an email when they win this reward.

5. In the email editor, use the merge tag %coupon% in the body of your email. ReferralHero will replace it with one of the codes in that Coupon Group.

6. Save the settings.

In addition, you have the option to display the reward-tied coupon codes created above in the widget:

1. Go to the Widget Builder > Dashboard Widget > Share Screen.

2. Drag the 'Coupon' element to where you would like the coupon code to display.

3. In the property options of the 'Coupon' element, select the rewards you would like to display.

4. Save the settings.

For example

To incentivize user signups, the following two rewards are set up, one for organic subscribers and the other for referred subscribers.

The 'Issue Coupon Code' is toggled ON in the reward, and the merge tag %coupon% is used in the email body.

When the 'Issue Coupon Code' is toggled on in the reward, the 'Coupon' element in the share screen widget builder will now be available. Check both rewards in the 'Select Rewards' section for both organic subscribers and referred subscribers to display the code automatically when they sign up and are shown the share screen.