The Nodes on the Canvas
Open a version and you get seven nodes, in this order top to bottom.Trigger
When the campaign runs, who is eligible, and which purchases qualify.
Branding
Colours, fonts, corner style, the theme, and how the offer is displayed.
Images
Hero images and email imagery, with per-step overrides.
Rewards
What the referrer and the referee receive, and how it reaches them.
Sharing
The sharing options referrers can use, set per device.
Referrer and Referee Copy
The pages, emails and wording each side of a referral sees.
Campaign-Level Settings
These sit behind the Settings control at the top of the campaign page, and apply to the whole campaign rather than one version.Campaign settings
Destination URLs, the reply-to address, purchase details and advanced
options.
Fraud controls
Approval rules, auto-decline rules and the fraud score weights behind them.
Testing and Optimising
A/B testing is a brand referral feature. Split a version into two variants, send traffic to both, and let the winner roll out.How A/B tests work
Variants, test metrics, and how a test concludes.
A/B testing best practices
What to test first, and how to get a trustworthy read.
The Shared Parts
Everything about the lifecycle is shared with product referral and documented once:Campaigns, versions and promotions
The model, and the statuses a version moves through.
Set up a version
Create a version and configure it.
Launch a version
Go live, queue, or schedule a promotion.
Monitor a live version
Performance and recommendations in the insights panel.