The Q2 Central user needs to add a campaign in Q2 Central.
A typical sample campaign:
You can create a campaign by clicking on the Add New Campaign button and selecting the FI REWARD option in the New Campaign form.
You need fill the details as shown details for creating a new Campaign:
Explanation for Creating a New Campaign:
- The Referrer User ID should be unique and not already in use by another campaign to avoid conflicts and ensure accurate data association.
- Before entering the Referrer User ID, users should verify its existence within the online banking platform.If the provided ID does not exist, the system will not allow the creation of the campaign until a valid ID is entered.
A Q2 Central user can edit the campaign only before the start date of the campaign.
A Q2 Central user can disable the campaign at any time before the end date by using the toggle shown below
How to Share and Submit The Referral Code:
FI can share the campaign code through any medium.
Whenever the user logs on, a pop-up will appear prompting them to enter the referral code if an active campaign is underway and the user has not previously used the same campaign(See More).
Once the user submits the referral code, the system validates and checks the eligibility to receive the reward based on the campaign configuration.
If the user is eligible, the reward payment will be automatically initiated or manually can be initiated from the FI’s host account based on the wedge config ‘AUTOMATIC_PAYMENT’:YES | NO.
A Q2 Central user can check the referral report and transaction report within Q2 Central(See More).