Genius Referrals
Creating new Programs and Campaigns on Genius Referrals is very easy through our portal. We have created a wizard that will help you to set up your referral marketing program in minutes

HOW TO CREATE NEW PROGRAMS AND CAMPAIGNS

Sign up in our platform to get your username and password and go to the programs section.
Step 1:
Sign up
Click on the Create New Program button located in your program section and fill in all information on the 'Useful Info' section and click on the 'Continue' button.

Step 2:
Start creating a new program
Referral marketing programs: creating a new account in genius referrals

NOTE:
When filling the information on field 'Website Domains' make sure that the domains are a part of the Website URL. For example, if your domain is www.mystore.com the following domains will validate the URL: mystore.com, blog.mystore.com, etc.mystore.com.
The following domain will not validate: blog.mystore.es, blog.mystore.ca.
After finishing the 'Useful info' section, you have to select the currencies for this program. This is for giving your advocate the bonuses in the same currencies you are using in your system so that you don't have to deal with currency conversion. Select here all the currencies that you use in your application and move on to the next step by clicking on the 'Continue' button.
Step 3:
Select the currencies for this program


Referral marketing accounts: setting up currencies for your referral campaign
You can create as many campaigns as your plan allows you to.

You can set up multiple campaigns that can run in parallel. Also, you can create campaigns that can be activated in the future automatically.
This way you can plan your referrals campaigns in advance. Each campaign has a start and end date and can be activated or deactivated at any time, so you are in control all the time.

Tiers are another strong element that you can use to make your campaigns more powerful and attractive to your customers.
You are able to set up multiple tiers per campaign.

To create your first campaign click on the 'Create a New Referrals Campaign' button and follow the instructions. On the 'General' tab specify the name, description, start date, end date and is active fields of your advocacy campaigns.

Step 4:
Create new marketing campaigns for your advocacy program
MASTERING CAMPAIGNS CONFIGURATION
Please review our Mastering campaigns section to see more examples of all our configuration options.
Let's suppose that we are implementing the following campaign:
Refer a friend and you will receive $10 after your friend completes 1 purchase on our system in the first 90 days.
Example
Referral marketing accounts: create new marketing campaigns
Referral marketing accounts: create new marketing campaigns
Our campaign name will be:
Get $10 after first purchase in 90 day

The description will be:
Refer a friend and you will receive $10 after your friend completes 1 purchase
on our system in the first 90 days.

The start date will be:
2014-06-10 10:15:00

The end date will be:
Null, this will be our campaign by default so we leave it open.

The campaign is active?:
Yes
As we have described previously we have implemented a tier component that allows you to specify different tiers of bonuses that can be given to your advocates. On the 'Tiers' tab, you will be able to specify how you want bonuses to be calculated by our platform, you can select 'Fixed' or 'Percentage'. Use 'Fixed' when you want to give your advocates an exact amount of money after a successful referral and 'Percentage' when you want to give your advocates a percentage of the amount of money after a successful referral.

Step 5:
Manage tiers
Example
Going back to our example. In this case, we want to create a 'Fixed' referral marketing campaign because we are going to give to our advocates $10 depending on their currency. So we create a 'Fixed' tier like this "1+ referrals = $10"
Referral marketing accounts: create new marketing campaigns
Once you have created the tiers click on the button 'Continue' to manage the multi-levels.
As we have described previously we have implemented a multi-levels component that allows you to specify different tiers of bonuses that can be given to your advocates. On the 'multi-levels' tab you will be able to specify how you want bonuses to be calculated by our platform, you can select 'Fixed' or 'Percentage'. Use 'Fixed' when you want to give your advocates an exact amount of money after a successful referral and 'Percentage' when you want to give your advocates a percentage of the amount of money after a successful referral.
Step 6:
Manage multi-levels
Referral marketing campaigns: new referral campaign
Once you have created the multi-levelsclick on the button 'Continue' to manage the eligibility.

The 'Eligibility' tab allows you to specify the restrictions that you want to apply to the campaigns.
When implementing your referral marketing campaign you can set up rules for:
Step 7:
Manage eligibility
Total of days:
Number of days that the user is eligible to receive bonuses after the program is created.
Example: empty => no limit, 7 => 7 days, 15 => 15 days, etc.
Example
Going back to our example. In this case, we want to set up the 'Total of days' to 90 because the campaigns will be active for only 90 days after the new advocate has signed up.
Referral marketing campaigns: manage eligibility
Total of payments:
Total orders that the user can pay to receive the bonus.
Example: empty => no limit, 1 => 1 payment, 2 => 2 payments, etc.
Payment minimum value:
The minimum value of payment allowed.
Example: $2, empty => no limit
Maximum value per advocate:
The maximum value the advocate can receive out of this campaign.
Example: $2, empty => no limit
Minimum bonus value to be given:
The minimum value to give to the referrer.
Example: $2, empty => no limit
Bonus to give to the referred customer:
the total bonus value to give to the referred customer (referral)
Example: $2, empty => no limit
Maximum bonus value to be given:
The maximum value to give to the referrer.
Example: $2, empty => no limit
Once you have set up your program, review that all the information is correct and proceed to finish the process by clicking on the button 'Go to Widgets Packages' so that your new program is ready to be used.
Step 8:
Review and completed the program creation
Referral marketing campaigns: complete your referral program
Referral marketing campaigns: set up widgets packages