Invite Referral

The Contlo x Invite Referral integration allows you to receive all the events of your user's referral link's progress status. You would be able to use these events in creating Segments, setting Automations or even launching Campaigns.

Step 1: Install Invite Referral

In Contlo, go to App Store > Integrations >Invite Referral >Install integration.

Once installed on the Contlo App Market, a Private API Key will be received that will have to be pasted on your Invite Referral's dashboard. Do get in touch with your customer success executive from Invite Referral to help you in this process.

Upon pasting the Private API Key on the Invite Referral dashboard, your Contlo account will receive the following events:

Event Name	Description
Invite Referral : Referral Started	The event received to send the referrer the referral link
Invite Referral : Sale Pending	The event received when the referee initiates a purchase with the referral link
Invite Referral : Sale Success	The event received when the referee completes the purchase with the referral link and the referrer receives their discount code

Step 2: Creating an Automation Flow

Once you have successfully integrated Contlo with Invite Referral, you can create a new automation flow in Contlo that uses the events received from the Invite Referral Private API Key.

To create a new automation flow-

In Contlo, go to Automation > Create Automation > Build from scratch.
Choose Trigger > Click on Invite Referral: Referral Started
Set up other filters if you wish.
Add a Time delay and add Email as the action and customize the email template according to your own need.
Name your automation flow for ease of tracking later on the dashboard.
Click on Launch Automation to publish the flow.

Step 3: Creating a segment

To create a new segment -

In Contlo, go to Audience > Segments > Create from scratch.
Name your segment for ease of tracking later on the dashboard.
In segment criteria > What someone has done/not done >Invite Referral: { events as mentioned }.
Set up other filters if you wish.
Click on Create Segment.

All the contacts which fall under this category will now populate in the total audience in the segment made.

Adding Custom Data in Templates:

You would be able to send your campaigns and automations with some additional information by adding some custom data to your template variables as shown in the steps below.

The custom data can be added under the custom section while filling in data for the template variables as shown below:

The list of properties along with how to configure them for the custom section of a template variable are as follows:

Properties in the Referral Started Event:

Events:	Custom Tag
Campaign Link	{{event.campaign_link}}
Referral Link	{{event.referral_link}}
Discount Value	{{event.discount_value}}
Referrer Name	{{profile.first_name}}

Properties in the Sale Pending Event:

Events:	Custom Tag
Campaign Link	{{event.campaign_link}}
Referral Link	{{event.referral_link}}
Discount Value	{{event.discount_value}}
Order ID	{{profile.order_id}}
Referrer Name	{{profile.referrer_name}}
Referee Name	{{profile.referee_name}}
Referee Email	{{profile.referee_email}}
Referee Mobile	{{profile.referee_mobile}}

Properties in the Sale Success Event:

Events:	Custom Tag
Campaign Link	{{event.campaign_link}}
Referral Link	{{event.referral_link}}
Discount Code	{{event.discount_code}}
Discount Value	{{event.discount_value}}
Referrer Name	{{profile.referrer_name}}
Referee Name	{{profile.referee_name}}
Referral Link	{{event.referral_link}}
Order ID	{{profile.order_id}}
Referee Email	{{profile.referee_email}}
Referee Mobile	{{profile.referee_mobile}}