Introduction

This tutorial will walk you through the process of automatically a StoreFront Communications flow to issue customers unique coupons that they can share with other people and earn loyalty credit when their friends make purchases.

Pre-requisites

First you will want to make sure that you have your UltraCart Loyalty Program configured to utilize cashback instead of point based rewards.

Second you will want to have a coupon created that will give a discount to the person that has it shared with them.

Creating the Flow

Follow the normal steps of creating a StoreFront Communications Flow. We commend that you trigger the flow off “Order - when a payment is processed”. The first step will be to wait for 1-2 weeks to allow the customer time to receive their order, determine if they like the product and be in a mental position to want to share your product with their friends. The second step is to send an email. The flow should look like this:

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Content for the Email

Within the email message you will want to add a “coupon” element. We recommend sandwiching the coupon element between two text block elements as shown below.

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Within the coupon settings, first enter the coupon code. Next, set generate unique code to Yes. If you’re going to allow them to share it with multiple people, set the re-usable unique code to Yes as well. Under the Sharing Loyalty Reward section enter the amount of cashback they earn for each friend that purchases and the total amount they can earn (optional).

Measuring Success

Just like other StoreFront Communications Flows, you can measure the performance by enabling the display of statistics then looking at the individual email. If you click the Converted link on the statistics a dialog will appear with the individual order id information of the conversions.

Preventing Fraud

One of the concerns with this offer is the customer using the coupon code on their own order to try and earn the discount and the cashback. While all fraud can not be prevented, UltraCart provides a Fraud Prevention rule that you can configure to prevent customers from using coupons that they were meant to share with other people. Within the fraud prevent system you can configure the following rule. You can choose to either decline the order with a custom message, flag it for review, or process the payment and flag for review. Our recommendation is to decline the transaction with a message.