1. Introduce Referral Workflow Setup
In this video, we are going to learn how to set up a successful referral workflow trigger in 19 months.
2. Confirm User Login and Dashboard Access
Ensure the user is logged in and redirected to the dashboard screen. This is the dashboard.
3. Access Workflow Menu
Check the left side menu bar and click on the Workflow option.
4. Open Existing Referral Workflow
All workflows are displayed here. We already have a successful referral trigger created, so click on this referral and then click Update. This example shows creating it from scratch.
5. Select Referral Trigger
You have to select the trigger from this list. For example, if you have one trigger, select the successful referral.
6. Add Actions to Trigger Flow
This trigger flow activates when a customer is referred. You need to add the corresponding actions.
7. Choose Reward Actions
Here we have two actions: issuing store credit for the advocate and issuing store credit for the friend.
8. Assign Store Credit Rewards
This way, rewards can be issued to both the advocate and the friend. Assign store credit for the advocate and for the friend as well.
9. Save and Close Workflow
Click on Save Workflow, then close this window. Next, enable this workflow by clicking on the appropriate option.
10. Complete Referral Trigger Setup
This is how you can set up the successful referral trigger in the workflow tab.
11. Explain Reward Distribution
Once the successful referral is completed, both the advocate and the friend will receive rewards as configured in the workflow. Thank you.
