Managing Campaigns

What is a campaign?

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

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

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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.

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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 friend.

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

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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 Tracking referrals and conversions for details.

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Pausing a campaign

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

• Existing advocates cannot be sent new invitations
• New friend 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.

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Deleting a campaign

Deleted campaigns are soft-deleted — they are hidden from your campaign list and their referral links stop working, but all historical data (advocates, referrals, conversions) is preserved for your records. Deletion cannot be undone from the UI.

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Campaign limits

Your plan controls how many campaigns you can create in total (not just how many are active at once). The campaign count on your Campaigns page shows your current usage against your plan limit.

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

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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 without losing your advocate list.