Set Up Program Rules in Advocate
Referral programs depend on pairings of rules and actions to appropriately reward participants or trigger actions (such as sending an email). Together, these rules and actions form program rules. A rule is what you want your target user to do. In referral programs, users can apply to both customer advocates and the friends they refer. An action is triggered when the participant achieves a rule.
Rules
The rules you set will depend on your program and the outcomes you want to drive. At least one conversion rule is required for every referral program. Examples of rules include:
Referred friend makes a purchase
Customer advocate makes 5 referrals
Referred friend becomes a qualified lead
Rule triggers
impact.com relies on the events you send to us to act as triggers for the rule. During program setup, select your rule’s trigger and an event key.
Referral starts
When a referral is started.
Friend makes a purchase
When the referred friend makes a purchase tracked by an event.
Friend refunds a purchase
When a referred friend returns a product made on a purchase that's tracked by an event.
Friend performs an action
When the referred friend performs an action tracked by an event, like making a purchase.
Friend's segment and/or field changes
When a referred friend has a field or segment that updates or changes.
Rule conditions
You can place conditions on a rule if you only want it to be triggered in specific situations. Here are a few conditions that can be applied to a rule.
A referred friend makes a purchase, and the total of the purchase is at least $100.
The customer advocate makes 5 referrals who remain active subscribers for at least six months.
A referred friend starts a subscription, and the advocate must also be an active subscriber.
Rule conditions can be based on several different types of data from our databases:
User object (either customer advocate or referred friend)
Includes their core details, like email and first name, as well as custom fields.
Event
Includes any fields inside of the event that can trigger a rule, like revenue, product name or plan.
Rules
A count of rules and referrals is made accessible in the program logic, as well as whether this is the first time the rule is being triggered. This is useful for running programs that issue rewards every X number of referrals, or ensuring that a rule/action is only triggered once.
Time
The system can reference the current time and compare it against key dates of the referral (like when the referral was started) or the user (like when the user was created).
Complete the following sections to set up your program rules and select Next after completing each section.
Choose & configure a program rule
Below What triggers this rule?, from the
[Drop-down menu], select a trigger. Some of the configurations differ based on your rule selection.
If applicable, select the purchase or action event that will trigger the rule, or specify a field or segment.
[Toggle on] Date-based actions to run different actions based on when referral activity occurs. Once enabled, under Evaluate timing using, choose which event is used to evaluate the rule: the referral's start date, its conversion date, or the purchase date. 
[Check box] Trigger on first time only to trigger the rule only the first time the event happens for a given referral.- [Check box] Convert the referral to mark it as converted when the rule is triggered.
Enter a Rule name. Once saved, this cannot be changed.
Add advanced settings (optional)
Select Advanced Settings to add rule limits or conditions.
- [Toggle on] Limit the number of rewards to define the maximum number of rewards an advocate can earn when a rule is triggered.
Below the If section, place conditions on a rule if you only want it to be triggered in specific situations. Here are a few conditions that can be applied to a rule.
A friend makes a purchase, and the total of the purchase is at least $100.
The customer advocate makes 5 referrals who remain active subscribers for at least six months.
A referred friend starts a subscription, and the advocate must also be an active subscriber.
Add an action
It is possible to add criteria to both rules and actions, since multiple rules can apply to the same action. Although the conditions for a rule have been met, you might want to set action conditions to control which reward is issued, or which email is sent. This is only possible at certain program levels; reach out to support for more information.
Select one of the action tiles. Actions include:
Reward and Email: Give a reward and notify the participant with an email.
Email Only: Send an email to the participant.
Tiered Rewards and Email: Offer different rewards based on a participant's segment, purchase value, and more.
Choose who the action applies to:
Advocate: The participant who shares their referral link or code to invite a friend to your brand.
Friend: The participant who uses the referral link or code to sign up or make a purchase.
Give the action a name.
(Conditional) If you've enabled date-based actions,
[Toggle on] Limit action to a date range and choose a period in which the rule must be triggered.Optionally, select Advanced Settings to add conditions on an action if you only want it to be triggered in specific situations.
Add a reward (conditional)
If you've selected Reward and Email or Tiered Reward and Email, you'll need to configure the reward. For setup instructions, review the Create a reward section in Configure Your Advocate Program.
Rule & action examples
You can think of rules and actions as a series of if-then statements. Let’s take a look at a few examples.
Reward the customer advocate with a $20 gift card for every 5 qualified leads they refer
Referred friend becomes a qualified lead
Reward and Email
Reward the referred friend with a $100 credit on initial signup and the customer advocate with a $500 credit if the opportunity in Salesforce is set to “Closed Won.”
Referred friend completes initial signup
Reward and Email (customer advocate)
Reward and Email (referred friend)
Send the customer advocate a notification email when the person they referred successfully completes a demo.
Referred friend completes a demo
Email Only
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