How to Promote Referral from Bloomreach

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Prerequisites

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Types of Emails to Consider

• Dedicated referral emails (recommended sending 1 every 2-3 months)
• Inclusion within newsletters or regular campaign emails
• Always-on placement in header/footer of all marketing emails
• Dedicated email in lifecycle journeys (e.g. welcome, post-purchase)

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How It Works

1. You promote the referral programme in an email and add a CTA link to the personalised referral landing page.
2. The customer clicks the link and lands directly on their personalised landing page.
3. The page is pre-filled with their personal information from Bloomreach, and they are auto-registered upon clicking the referral button.
4. They share the referral offer with a friend using their preferred method.

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How to Add the Personalised Landing Page Link

1

Add a CTA

In your campaign, add a CTA link or button.

2

Set the base URL

In the button/link settings, input the base URL of your referral landing page, followed by a ?. Example: https://www.yourwebsite.com/refer-a-friend?

3

Append the parameters

Append the following personalisation parameters to the end of the URL. Separate each with &:

Parameter	Value / Variable	Notes
firstname	{{ customer.firstname }}	Use Bloomreach’s personalisation variable for first name
surname	{{ customer.lastname }}	Use Bloomreach’s variable for last name
email	{{ customer.email }}	Use the customer’s email variable
situation	Bloomreach-newsletter-jan23	Indicates the campaign placement. Use channel-type-date format to help analyse traffic in your Mention Me dashboard.
segment	loyalty	Optional parameter to target specific campaign rules (e.g. by customer type or locale).
locale	en_GB

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Final Example URL

https://www.yoursite.com/refer-a-friend?email={{ customer.email }}&firstname={{ customer.firstname }}&surname={{ customer.lastname }}&situation=Bloomreach-newsletter-jan23&locale=en_GB&segment=loyalty

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Installing Pre-Built Initiatives

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Pre-Built Scenarios

• Boost New Customer Acquisition: Automatically remind referred users to make their first purchase.
• Drive Repeat Purchases: Remind referrers to return and use their earned rewards.
• Increase Customer Engagement: Encourage brand advocates to share referral links with more friends.

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Pre-Built Segments

• Shares: Identify your top sharers, medium sharers, and customers who haven’t yet shared.
• Referrals: Spot your top referrers, average performers, and those yet to refer.

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Prerequisites for Initiatives

1. An active Mention Me referral programme
2. Mention Me / Bloomreach integration is activated
3. Your Bloomreach account must be integrated with your ESP
4. Basic understanding of Bloomreach Jinja

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Step 1: Download the Initiatives

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Step 2: Import into Bloomreach

1

Log in to Bloomreach

Log in at Bloomreach.

2

Open Initiatives

Click on Initiatives.

3

Click Import

Click Import at the top right.

4

Upload the JSON file

Upload your JSON file and click Import.

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Troubleshooting: Incompatible Version Error

1

Open the JSON file

Open the JSON file in a text editor like Notepad or TextEdit.

2

Find the version line

Scroll to the end and find the line that includes "version": "1.265.3".

3

Check your Bloomreach release version

In Bloomreach, click the Help icon in the top toolbar and locate your Release Notes version number.

4

Update the version number

Update the version number in the JSON to match your current Bloomreach platform version (e.g. 1.276).

5

Save and re-upload

Save the file without changing its name or extension, then re-upload and import.

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Step 3: Configure Scenarios

• Update imagery and copy to match your brand.
• Set the “From” email name and address.
• Assign the correct ESP integration to emails.
• Define the correct consent type for each email journey.
• Test each flow with a contact who has the relevant event triggers.