Overview

What is a campaign?

A campaign is the container for a referral program. It defines:

• The name displayed on referral pages and in emails sent to advocates and referrals
• The reward paid to advocates when a referral converts
• The reward paid to referrals (new customers) when they book and pay
• An optional expiry date after which the referral link stops working
• The status — active, paused, or deleted

---

Creating a campaign

1. Go to Campaigns in the left navigation
2. Click New campaign
3. Fill in:
   • Campaign name — keep it short and recognizable (e.g. "Spring Referral 2026")
   • Advocate reward — what your existing customers earn per successful referral
   • Friend reward — the incentive you offer to the new customer
   • Expiry date — optional; the last date the referral link will accept new submissions

Click Create campaign. The campaign starts in active status immediately.

---

Reward types

A campaign uses a single reward mode that applies to both the advocate reward and the friend reward:

For percentage-based campaigns, you enter the total job value when marking a referral converted — Recomly uses that figure to calculate the exact reward amounts for both the advocate and the referral.

Recomly stores fixed amounts in cents and percentages in basis points internally, but all inputs and displays use plain dollars and whole percentages.

---

Editing a campaign

Open the campaign and click the Settings tab. You can update the name, status, expiry date, and reward amounts at any time.

Reward changes take effect immediately for all future conversions, including referrals that are already in pending status at the time of the edit. Past conversions are unaffected — rewards are snapshotted at conversion time. See Referrals for details.

---

Pausing a campaign

Set the status to Paused in the Settings tab. While paused:

• Existing advocates cannot be sent new invitations
• New referral submissions via the referral link are rejected with a "campaign paused" message
• Existing pending referrals remain open and can still be converted
• The campaign can be re-activated at any time

Use pause for seasonal gaps, busy periods, or while you review reward amounts before committing to a change.

---

Deleting a campaign

Deleting a campaign is permanent. The campaign, all of its advocates, referral records, and conversion history are removed immediately and cannot be recovered. Referral links stop working as soon as the campaign is deleted.

If you want to stop accepting new leads without losing your data, use Pause instead.

---

How campaigns control referral submissions

A campaign must be active

Referrals can only be submitted via an advocate's referral link when the campaign is in active status. Submissions are rejected when the campaign is paused or deleted, and a clear message is shown explaining why.

Expiry dates are enforced at submission time

If a campaign has an expiry date, referral submissions are rejected after that date passes. Referrals that were already submitted before expiry remain open and can still be converted — expiry only blocks new submissions.

Expiry dates must be set to a future date — you cannot create or update a campaign with an expiry date that has already passed. The date picker in the dashboard enforces this automatically. The API returns a 400 error if a past expiresAt value is submitted.

When a campaign's expiry date passes, its status remains active — expiry and status are independent fields. The dashboard shows an Expired warning badge on any campaign whose expiry date has passed while still showing active status. To stop showing the campaign as active, set its status to Paused or delete it. Extending the expiry date will reopen submissions without any other changes needed.

---

Campaign limits

Your plan controls how many campaigns can exist at one time. The campaign count on your Campaigns page shows your current usage against your plan limit. When you reach the limit, the New campaign button is disabled.

Campaign quota is measured by the number of campaigns that currently exist (active and paused). Deleting a campaign frees up one slot toward your limit.

If you need more campaigns than your plan allows, contact us or upgrade on the Billing page.

---

Tips

• Name your campaigns after a season, service line, or promotion so you can track performance across different programs over time.
• Set an expiry date to create urgency — "Refer a friend before July 4th and earn $50."
• Use the Paused status instead of deleting a campaign when you want to temporarily stop accepting new leads — pausing preserves all advocates, referrals, and conversion history.