Configure Your Advocate Program

Next, create an action for this goal.

Actions are tied to specific goals. When the participant achieves a goal, an action (like issuing a reward) is triggered. Actions are set up within the goal setup screen.

1. Select [Pencil] to name your action. The action name should reflect what you want the action to achieve, like Issue Gift Card Reward or Email Advocate.

2. Select Edit to the right of the action name.

3. Make sure an Action Key is selected. Once saved, it cannot be changed.

4. Select an Action Type. For Purchase Goals, we recommend selecting Reward and Email. You can also choose Email, Exchange Reward, Retraction or Tiered Rewards and Email.

   Reward & Email

   Email

   Tiered Rewards & Email

   Exchange Reward

   Retraction

   1. Select the Audience. If you select Referrer, then the action will apply to your customer advocate. If you select Referred User, it will apply to anyone your advocate refers.

   2. [Optional] Add action criteria if you want to create a more nuanced action based on custom fields, calculated fields, and more.

   3. Choose whether the reward is fixed or dynamic. Fixed rewards always have the same value. Dynamic rewards vary based on a custom JSONata formula.

   4. [Optional] Select a reward expiration date.

   5. [Optional] Set a pending duration, if you don’t want the reward to be immediately available to your participant.

   6. Scroll up to the top of the action and select Done.

   7. Scroll up to the top of the goal and select Done.

   Add further goals and actions as needed. When you’re ready to move on, select Save for this section to continue with creating rewards and setting up the email created in this action.

   1. Select the Audience. If you select Referrer, then the action will apply to your advocate. If you select Referred User, it will apply to anyone your advocate refers.

   2. [Optional] Add action criteria if you want to create a more nuanced action based on custom fields, calculated fields, and more.

   3. Scroll up to the top of the action and select Done.

   4. Scroll up to the top of the goal and select Done.

   Add further goals and actions as needed. When you’re ready to move on, select Save for this section to continue with creating rewards and setting up the email created in this action.

   1. Select the Audience. If you select Referrer, then the action will apply to your advocate. If you select Referred User, it will apply to anyone your advocate refers.

   2. Add action criteria if you want to create a more nuanced action based on custom fields, calculated fields, and more.

   3. Select Add Reward to create a reward tier.

   4. For each tier:

      • Add a reward condition. The reward in this tier will only be given when this condition is met.

      • Choose whether the reward is fixed or dynamic. Fixed rewards always have the same value. Dynamic rewards can vary based on a custom JSONata formula.

      • [Optional] Select a reward expiration date.

      • [Optional] Set a pending duration, if you don’t want the reward to be immediately available to your participant.

   5. Scroll up to the top of the action and select Done.

   6. Scroll up to the top of the goal and select Done.

   Add further goals and actions as needed. When you’re ready to move on, select Save for this section to continue creating rewards.

   1. Add action criteria if you want to create a more nuanced action based on custom fields, calculated fields, and more.

   2. Select the Source Unit between Pre-defined unit or Formula.

      If selecting a pre-defined unit, you can select the point or percentage value exchanged.

      If selecting Formula, you need to define your reward unit with a JSONata expression using an event or user fields, goals, and more. This expression must return a string. Example: POINT

   3. Select a Source Value between Fixed Amount or Formula.

      If selecting a fixed amount, use the up and down arrows to toggle to the amount of source units exchanged.

      If selecting Formula, define your reward value with a JSONata expression using an event or user fields, goals, and more. When referring to an event and user fields, use the full field path. impact.com's reward values only support whole numbers, so numbers must be written in the lowest denomination. Example: event.fields.revenue and user.customFields.first-Purchase-Date Numbers example: 1 USD is equal to 100

   4. Select a Destination Reward to exchange the source for.

   5. Optionally choose to repeat the exchange as needed.

   6. Scroll up to the top of the action and select Done.

   7. Scroll up to the top of the goal and select Done.

   Add further goals and actions as needed. When you’re ready to move on, select Save for this section to continue creating rewards.

   1. Choose a Retraction Type by selecting between Reward Retraction, Refferal Retraction or Event Retraction.

      Reward Retraction – This option allows you to retract specific rewards. If you select this option, select the Retracted Reward Keys that are relevant.

      Referral Retraction – Retract all rewards for the referral.

      Event Retraction – Retract the rewards caused by a specific event. If you select this option, provide the Source Event Keys and select Add Field(s) to add source event filters.

   2. Add action criteria if you want to create a more nuanced action based on custom fields, calculated fields, and more.

   3. Scroll up to the top of the action and select Done.

   4. Scroll up to the top of the goal and select Done.

   Add further goals and actions as needed. When you’re ready to move on, select Save for this section to continue creating rewards.

Rewards are how you can incentivize your advocates and their referred friends to engage with your program. The best reward type for you will depend on your industry, audience, and business model.

1. In Section 1, under the Reward field, select Edit.

   

2. Select Create a new reward.

3. Select a reward type.

   • See the Program Reward Options Explained article to learn more about the reward types on offer.

4. Finish personalizing your reward settings and select Save.

The landing page is where referred friends will be directed when they click on an advocate’s share link. We recommend using a purchase page or sign-up form that has been customized for your referral program. You can set a Landing page URL when setting up a program.

1. In Section 1, under Landing page, select Edit.

2. Provide the URL of the page referred friends are sent to when they click a customer advocate's share link.

3. [Optional] Provide a fallback URL. This is where referred friends will be sent should the landing page not load.

4. [Optional] Change the cookie expiry date. This is the amount of time the cookie stays valid for after a shared link has been clicked.

5. Select Save.

1. In Section 2 under the relevant widget field, select Customize.

   

2. Use the pick-and-plop editor to modify the widget.

3. Select Save draft or Publish to save and apply the changes.

1. Still within the Program Rules menu, in Section 2 under the Social Messaging field, select Edit.

2. Select Hosted as the Open Graph Source. This allows you to define your messaging in the impact.com platform.

3. Add a Title, Description, and optionally an Image.

   • See Message Links Explained for more on the dynamic variables.

4. [Optional] Customize share messages per social network.

   

5. Select Save.