How to create a referral campaign with Wisepops

Lisa Fockens Updated by Lisa Fockens

Turn customer advocacy into your most cost-efficient revenue driver. With a Wisepops Referral Program, you can encourage word-of-mouth referrals through multiple channels, including intelligent popups or embeds. 

This article will teach you how to launch a referral program campaign with Wisepops. 

Here’s a demo of the flow:

If you already have the referrer data, you can skip the first campaign step and pass the data through custom properties to Wisepops. You can then use the custom properties in hidden fields.

Here's the video tutorial:

Step 1: Create a campaign to collect the referrer data

  1. Add a sign-up block

  1. Add the fields you want to appear in the block (e.g. first name, email, …) 
  1. In the Js callbacks tab, add a new script with the event after form submit
  1. The code we are about to write is run when the form on this popup has been submitted.
//First retrieve the values from the form
var nameValue =['first_name'].value;
var emailValue =['email'].value;

// Add the values to variables in the properties for wisepops so that we can get them later in the second popup

wisepops("properties", {
nameReferrer: nameValue,
emailReferrer: emailValue});

//Tell wisepops to show the second popup

wisepops("event", "popup-on-form-submit");

This code above is an example and can be adapted to your specific needs; you can add and remove variables. 

Retrieve a value from a field by replacing field_id with the id of the field you want.[‘field_id’].value

Note that Email, First name, and Last name fields all have a default id of email, first_name, last_name respectively.

Step 2: Create a campaign to collect the referee data

  1. Add a sign-up block
  2. Add hidden fields for all the variables you have added in properties in the previous popup. (in this case, we have two hidden fields)

For each hidden field, make their value to be the name of the property added in the first popup with extra {{ }}around it like so {{ emailReferrer }} for example.

  1. In the display rules, select On Custom Event as a trigger for the popup. Ensure the event is the same as the one in the first campaign. 

  1. Under frequency, make sure that the popup is always shown.

The setup is complete!

You can now set up the synchronization on the second campaign with your preferred email platform integration just like you would with any other campaign.

If you need any help, please reach out to our support.