Referral system is an effective way to attract new customers through your followers' recommendations. Participants of the system get rewarded in the form of points, discounts or bonus content for bringing new followers and customers to your Instagram account, Telegram channel or Telegram bot.

Referral system can be set up in two ways:

The referral code is generated using the {{ referralCode }} variable. Include it in a ’text+quick reply’ message so the user can easily copy and send it to friends.

A friend who has received a code has to send you a trigger message to start an automation that checks for the code. Your automation will then run and ask you to enter the code. After the system checks and accepts the code - the user becomes a referral.

To verify the code, use the ‘Collect client data’ action with the ‘Referral code’ parameter. You can use a ready-made template ‘Referral code’ - it is designed specifically for gamification:

Setting up a referral system in automations is now even easier: generate unique referral links for users with the new ‘Referral Link’ Action.

When a new user clicks on the link, the automation you selected will start immediately (without additional trigger actions).

It can be a special automation where the user will receive points, or you can add a new tag to the user, recording that they have become a referral and sending them towards the main automation.

You can now capture everyone who is a referral and separate customers into those who started the automation themselves and those who came from a friend, simply by checking for the tag in the main automation:

Also, you can quickly set up a referral system in Telegram, when using ready-made templates. Please note, these templates work in conjunction:

[Referral Link] Link - this automation is designed to generate and issue a unique referral link. In the settings of the ‘Referral link’ Action you need to select the [Referral link] Referral automation:

[Referral links] Referral is a welcome automation, in which the referral gets acquainted with the rules, fulfils all the necessary conditions, for example, subscribes to your Telegram channel. And only after that we will lead them to the main automation. But, before we do that, we can send a notification to the owner of this link, letting them know that they have brought a friend.

To do this, in the Action ‘Run automation’, set after the welcome conditions - we need to select the automation created for the referrer (referral link owner), in this case it is the automation [Referral link] Prize or Points for Referral, be sure to check that the option ‘Run automation for referrer’ is enabled. In this case, as soon as the referral reaches this block - the owner of the link will start the automation and a message will be sent to him:

or

[Ref. links] Prize or Points for referral - this is a notification for referrer (referral link owner), when a new referral triggers automation for referrer - the value of the variable for counting referrals who fulfilled all conditions is increased by 1, so the referrer sees the number of users invited by him, and when the value of the variable reaches the parameter set by you - he will automatically receive a prize.

You can replace the prize with points and award referrer points for each referral that fulfils the conditions in your automation.

In order to see the list of referrals of each referral link owner - open Growth Tools and go to the Section: ‘Referral Links’:

Next to the ‘New Link’ button, switch to customer referral links.

On the referral link cards you can see the number of referrals of each link owner, and if you open the link settings you can see a list of referrals.