"Refer a Friend" User Guide

Last modified by aheadWorks on Mon, November 16, 2009 06:00
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Refer a Friend User Guide

Version: 1.2.1

Website: http://ecommerce.aheadworks.com

Support: helpdesk@aheadworks.com

1. Introducing Refer a Friend

A personal recommendation is the #1 marketing tactics. According to the Forrester Research investigation, 83% of North Americans rely on the opinion of the friend who has used the product or service. Let your customers promote your on-line store for you with the help of the Refer a Friend extension.

The buzz marketing module Refer a Friend stimulates your customers to invite their friends to your shop. The customers, who referred a certain number of friends, get a % or flat rate discount. You can set any conditions and if they are met, the rule is triggered and the customer is qualified for a discount. Both sides win – the customer gets a discount and the store owner gains more clients and more benefit.

To learn how to create rules and set the conditions please read the manual below where you will find the detailed description of each step and the examples of different rules triggering.

2. Refer a Friend Configuration

The Refer a Friend extension adds the Invite a friend button in the Referred Friends section of the My Account page in the frontend.

To remove the Invite a friend button from the My Account page and forbid customers to invite their friends, go to the System → Configuration → aheadWorks Extensions → Refer a Friend backend page. In the Allow invite field, select No

Note: the whole information about the previously referred friends remains unchanged.

To add the Invite a friend button to any place of the page, insert the following line in braces in the CMS page content:

block type=”core/template” name=”invite_block” template=”referafriend/invite_button.phtml”

Now the Invite a friend button is displayed under the menu on the main page:

Note: to display the Invite a friend button in any place of the required page, insert the <block type=”core/template” name=”invite_block” template=”referafriend/invite_button.phtml”/> line in the appropriate xml. file.

For the Refer a Friend configuration, go to System → Configuration → aheadWorks Extensions → Refer a Friend in the backend.

1. In the Allow invite field, select Yes.

2. The Select email template field allows you to select either the default template from locale or any other template (to add a new template, go to System → Transactional Emails → Add New Template).

3. Click the Save Config button.

A New Rule Creation

Go to the Refer a Friend → Manage Rules → Add Rule page in the backend. There are three configuration sections – Target, Action, Rule Settings.

Target

a. The Target Type dropdown menu enables you to define the type of the target for the rule to be applied – Signups quantity, Purchased items quantity or Purchase amount.

If Purchased items quantity or Purchase amount is selected, the additional field – Rule applies – is added in the Rule Settings configuration section to define the consumers’ category for the rule to be applied to (see the Rules Settings section below).

b. In the Target Amount field, specify the number of signups/purchased items/purchased amount made by referrals.

Action

a. In the Action Type field, select the discount type which will be applied to a referrer in case the rule is triggered – flat rate discount or % discount.

b. In the Action Amount field, specify the amount of the flat rate or % discount the referrer will get when the rule is triggered.

Rule Settings

a. The Processing priority field allows you to define the rule priority if several rules are triggered simultaneously (1 is the highest priority). It is significant for the rules with different action types as the discount amount will be calculated in other way and consequently the grand total will be different.

Note: the rule priority number defines the sequence of the discounts subtraction from the subtotal, i.e. if the rule’s priority is 1, the discount is subtracted in the first turn; if the rule’s priority is 2, the discount is subtracted in the second turn, etc. (see Example 5 below)

b. In the Rule applies field, select the category of customers the rule will be applied to – all referred customers (the actions of all the referred customers are summed up for the rule to be triggered) or per customer (the actions of any 1 referred friend are taken into consideration).

c. If in the Rule applies field Per customer is set, one more field – Triggers limit – becomes available for setting up. This option allows restricting discount accumulation as by default the rule is applied (and the discount is given) every time the conditions are fulfilled.

d. The Discount usage limit field allows you to limit the number of times the referrer gets a discount.

e. Click the Save Rule button.

You can create as many rules as you like but don’t forget to set the rule priority for the correct rule triggering and discount calculating.

To observe the whole list of rules go to Refer a Friend → Manage Rules in the backend. It may look as the following:

Statistics

The store administrator can observe the statistics of the registered customers. These data concerns the consumers’ actions within the Refer a Friend extension. Go to the Refer a Friend → Statistics page of the backend where you can observe the number of invites sent and signed up, the purchases quantity and purchases amount:

3. Examples

Note: in the examples below only meaningful for the particular example configurations are given.

Example 1 (How to get 5% off for 7 signed up friends)

The conditions:

• Target type – signups quantity

• Target amount – 7

• Action amount – 5%

• Discount usage limit – 3

The realization: For the rule to be applied you should invite 7 friends who will sign up. To invite friends open the My Account page in the frontend and go to the Referred Friends area. Click the Invite a Friend button on the right. In the table emerged enter the friend’s name, his/her email address, message subject and message text:

To send the email click the Submit button.

Note: if your friends follow the link from the invitation email and log in, the email address they enter may differ from that you have specified in the Refer a Friend invitation – they become your referrals in any case.

If you invite 7 friends and all of them sign up – the rule is triggered and you get a 5% discount. If 14 of your friends sign up, the rule is applied for the second time and you get a 10% discount; for 21 signed up – 15%, etc. To restrict such a discount accumulation and give only initial 5% set Triggers limit to 1.

The referrer gets a discount only 3 times as the discount limit is 3.

Example 2 (How to get $10 off for 5 purchased items made by all referred friends)

The conditions:

• Target type – purchased items quantity

• Target amount – 5

• Action amount – $10

• Rule applies to – all referred customers

• Discount usage limit – 2

The realization:

You invite your friends – no matter how much. They sign up and buy 5 items in total sum, for example:

• 1st friend buys 2 items + 2nd friend buys 1 item + 3rd friend buys 2 items = 5 in total

or

• 1 friend buys 5 items = 5 in total

All the items purchased by the referred friends are summed up and if the sum is 5 you get a $10 discount. You will get a discount only 2 times as the discount limit is 2.

The discount here is also accumulated every time the rule is triggered (for 10 purchased items you will get a $20 discount). To restrict a discount accumulation set Triggers limit to 1.

Example 3 (How to get a $20 discount for the purchased amount of $500 made by each referral)

The conditions:

• Target type – purchased amount

• Target amount – $500

• Rule applies to – per customer

• Action amount – $10

• Triggers limit – 2

• Discount usage limit – 0

The realization:

One of your signed up friends buys something and the total amount of his purchase(s) is $500 or more. In this case the rule is triggered for the first time and the referrer gets a $10 discount.

When this friend (or some other referral) makes the second purchase of the total amount of $500 again – the rule is applied for the second (and the last) time as the triggers limit is 2. The discount will be $20 for every purchase as there is no discount usage limit.

Now every time you add a product to the cart, you’ll see the discount amount ($20) is subtracted from the subtotal.

Example 4 (How to give 5% off for the first referral purchase)

The conditions:

• Target type – purchased items quantity

• Target amount – 1

• Action amount – 5%

• Rule applies to – per customer

• Triggers limit – 1

• Discount usage limit – 1

The realization:

When the referral makes the first purchase, the rule is applied for the first and the last time and the referrer gets a 5% discount. As the Triggers limit is 1, the rule won’t be applied anymore and the discount won’t be summed up, no matter how many purchases the referred friend will make.

The referrer will get a 5% discount only once as the discount limit is 1.

Example 5 (How different rules are triggered depending on the rule priority)

The conditions of the 1st rule:

• Target type – purchased amount

• Target amount – $299

• Rule applies to – per customer

• Action amount – $50

• Processing priority – 1

• Triggers limit – 1

The conditions of the 2nd rule:

• The target type – purchased items quantity

• The target amount – 4

• The rule applies to – per customer

• The action amount – 30%

• The processing priority – 2

The realization:

When one of yours signed up friends buys several items (1, 2 or 3) and the purchased amount is $299 or more, the first rule is triggered and you get a $50 discount. The discount won’t be accumulated as the triggers limit is 1.

As soon as the total amount of the purchased items becomes 4 – the second rule is triggered and you get 30% off.

When both rules are applied, in the My Account page you will see the announcement like the following:

Now let’s do some shopping and observe how the discount and the grand total are calculated:

1. We have added 4 items in the cart. The subtotal is $299.98. Both rules are triggered. According to the rule priority the first amount subtracted from the subtotal is $50 ($299.98 – $50 = $249.98)

2. Then 30% is subtracted from the given result to find the second discount amount ($249.98 – 30% = $74.99)

3. Afterwards two discount amounts ($50 and $74.99) are summed up and we get a total discount amount – $124.99

4. The discount is subtracted from the subtotal and we get the final amount we should pay – $174.99

If we change the rule priority (set the second rule processing priority to 1 and the first rule priority to 2), the discount amount is calculated in the following way:

1. 30% of subtotal is defined ($299.98 X 30% = $89.99)

2. The second discount amount of $50 is added to the given amount ($89.99 + $50) and we get a total discount amount – $139.99

3. The total discount is subtracted from the subtotal ($299.98 – $139.99) and we get the final amount we should pay – $159.99




 

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