Overview

The Invitation Code on Sign Up feature allows existing users to have a section in their profile where they can find a referral code that can be shared with anyone. This code does not expire and can be shared as many times as wanted. New users can use their referral code to get a discount unlocked assuming the existing user fulfills certain set of steps (e.g. new users places the first order and with a minimum order of 10 euros). We hope to increase user acquisition and monthly active users with this feature

How does it work?

Burger King

Popeyes

Events

To see the events related to this feature, please refer to:

• User Interaction events: Sign In & Sign Up (Interactions)

• Conversion events: Sign In & Sign Up (Conversion)

• Challenge events: https://rbictg.atlassian.net/wiki/spaces/COG/pages/4041605275/Loyalty+Offers+Events+Conversion#Quests-%2F-Challenges

How is it configured?

Lokalise Translation Strings

• invitationCodeLink (the link in the menu that redirects the guest to the Invitation Code Page)

• invitationCodeCopiedText (message the shows up when the Invitation Code is copied)

• shareInvitationCodeMessage (message that goes in the share code message)

• shareInvitationCodeGeneralError (message that appears when the guest’s browser doens’t support the share Web API)

Sanity Setup

• Content will need to be set up in the Feature Invitation Code folder in Sanity (Marketing Content > Features > Feature Invitation Code)

  

• To turn on the Feature for the specific market and environment ensure the Enable Invitation Code on Sign Up Feature is turned on

  

• Under Content Dropdown configure all the content that will show in the Invitation Code page in the user's Account Section

• Under Modal after Signing Up with Referral Code dropdown, configure the content to show in the modal after a new user signs up using an Invitation code

• Under Modal when user successfully unlocks Invitation Code Benefit dropdown, configure the content to show in the modal after new user unlocks Invitation Code Benefit to show for both existing user and new user

• Under Content, inside the Invitation Code Benefit Challenge benefit, add the content related to the Locked Offer, which will be shown in the offer’s list when the user does not yet meet the challenge requirements.

• Under Mechanics add the Config Challenge the user must complete in order to unlock the Invitation Code on Sign Up benefit

  • More information on Challenges here Challenges

  • It needs to be a Config Challenge given this challenge will only be available for users that use Invitation Code

  • In the config Challenge you can set the rules for the user to unlock the benefit and set what is the benefit (e.g. the below example means that user needs to complete a first order with minimum spend of $10 to unlock an Offer of 50% off)

    • The rule Number of Uses needs to be set to 1, so the Offer benefit only gets unlocked once for the existing user that referred his friend and the new acquired user

Challenge events

• Quest Activated : event to track when the friend (referee) uses the invitation code. The benefit remains locked until the friend completes all the steps defined in Challenges config.

  • Properties:

    • buddiesBenefits : loyalty ID from referrer (person who makes a referral)

    • IncentiveID : loyalty engine ID from offer

• Quest Completed : event to track when the friend (referee) completes all the steps defined Challenges config and benefit is unlocked.

• Buddy Benefited from Quest Completion : event to track when the friend (referee) redeem the benefit.