How to Launch a Referral Campaign Across App, WhatsApp & Email

🎯 Objective:

To launch and manage a referral campaign where both the referrer and referee receive cash in their Cashkr wallet — promoted across the app, WhatsApp, and email — with proper tracking via a dedicated referral dashboard.

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👥 Roles & Responsibilities:

Role	Responsibility
Tech Team	Builds referral logic + link generation inside the app
Copywriter	Writes campaign copy for banners, WhatsApp, emails
CRM Expert	Sets up WhatsApp/email flows and monitors redemptions
Marketing Manager	Oversees rollout, monitors performance

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🛠️ Tools Required:

• Cashkr App (with in-app referral module)

• Firebase / Branch.io / Internal system for unique link generation

• WhatsApp API (via Interakt or other provider)

• Email marketing tool (Mailmodo, Mailchimp, etc.)

• Referral Dashboard (Google Sheets / Internal DB)

• Canva (for creatives)

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📅 Step-by-Step Process:

✅ Step 1: Set Referral Rules

• Referral Type: Cash Bonus

• Reward Distribution:

  • Referrer: ₹50 on successful sale by referee

  • Referee: ₹50 credited after completing their first sale

• Reward credited to: Cashkr Wallet

• Eligibility:

  • Referee must be a new user

  • Referrer must not abuse system (monitor fraud triggers)

✅ Step 2: Tech Setup Inside App

• Referral Link Generator:

  • Add CTA: "Refer & Earn ₹50"

  • Each user gets a unique trackable link (e.g., cashkr.com/invite/AB123)

• Wallet Tracking:

  • Auto-credit wallet after referee sale completion

• User Journey Additions:

  • Referral CTA on homepage

  • Popup when wallet balance is ₹0

  • Post-order success screen: “Invite friends & get ₹50 more!”

✅ Step 3: Build the Referral Dashboard

• Fields to include:

Referrer ID	Referee ID	Date Joined	Referral Status	Referrer Wallet Status	Referee Wallet Status

• Automate from app DB or update via CRM/API

✅ Step 4: Prepare Campaign Creatives & Copy

• Copywriter drafts:

  • In-app banner text

  • WhatsApp message template

  • Email subject lines & CTA copy

  • Terms & conditions block

• Creative team designs:

  • Banner: “Refer & Earn ₹50 Each 💰”

  • WhatsApp header image (optional)

  • Email hero image (mobile-first layout)

✅ Step 5: In-App Launch

• Banner on homepage

• Referral tab/page added to menu

• Push notification on launch day:

  "Get ₹50 in your wallet for every friend you bring to Cashkr! Invite now 🎉"

✅ Step 6: WhatsApp Campaign Rollout

• CRM expert sets up broadcast or flow:

  • Audience: Past customers / Wallet users

  • Template:

    pgsql

    CopyEdit

    Hey [Name], refer friends to Cashkr & both of you earn ₹50 🎁 Share your unique link now: [Referral Link] No limit. More friends = more cash.

• Use click-to-WhatsApp link for app users who haven’t transacted yet

✅ Step 7: Email Campaign Rollout

• Email #1 (Launch):

  • Subject: "Earn ₹50 for Every Friend You Refer 💸"

  • CTA: “Share Your Link”

• Email #2 (After 3 Days):

  • Subject: "Still haven’t earned your referral bonus?"

  • Add UGC/testimonial if available

✅ Step 8: Monitor & Optimise Weekly

• CRM team reviews:

  • Top referrers

  • Broken links / misuse

  • Geo-wise performance

• Share weekly summary with Marketing Manager:

  • of invites

  • of sales from referrals

  • Wallet payout total

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✅ Notes:

• Referral logic must prevent duplicate device/account fraud

• Wallet balances should be reflected in real-time

• Include “Invite via WhatsApp” and “Copy Link” buttons

• Add FAQs for users: “How referral works?”