Campaign Design in Campaign Manager

This document defines steps to create Referral Campaign in Campaign Manager

Create a new campaign and enable Referral feature.

Referral program consist of three main features:

1. Generate Referral Code

2. Authorize Referral Code

3. Redeem Referral Code

All above features will be handled by three Rule Sets.

Rule Set 1 : Generate Referral Code

Condition Set:

1. Check namespace (Profile) attribute : If namespace is "ae", only customers of ae country code will be able to generate code as part of campaign

2. Scenario (Session) will always be REFER_A_FRIEND

3. Events (Session) will always be generate_referral_code_event

Effect : Select create referral effect

Rule Set 2 : Validate Referral Code

This Rule Set will not have any effect. This will be used to validate referral code used by customer (Friend) during Registration.

Condition Set:

1. Use "Referral Code is Valid" condition to validate referral code

2. Check namespace (Profile) attribute : If namespace is "ae", only customers of ae country code will be able to use referral code

3. Scenario (Session) will always be REFER_A_FRIEND

4. Events (Session) will always be validate_code_event

Rule Set 3 : Redeem Referral Code

This Rule Set will have three effects. One effect is to mark referral code redeemed. Second effect is to give credits/loyalty points to customer who is using Referral Code (Friend) & last effect is to give coupons/loyalty points to Advocate.

Condition Set:

1. Use "Referral Code is Valid" condition to validate referral code

2. Check namespace (Profile) attribute : If namespace is "ae", only customers of ae country code will be able to use referral code

3. Scenario (Session) will always be REFER_A_FRIEND

4. Events (Session) will always be profile_approved

Coupon for advocate can be generated as part of any Campaign in application but for Simplicity & Clarity it is better to create a separate campaign for this. That coupon can only be used once by advocate.

Generated Advocate coupon will automatically be captured when customer (Friend) will start first usages.

REFERENCE: In Campaign Manager refer below test Referral Campaigns :

1. Generate & Redeem Referral Code

2. Redeem Advocate Referral Points