The credit union needs to add the user campaign in Q2 central.
Typical campaign sample:
When creating a new campaign in Q2 Central, you need to fill out the details as shown below:
In the above configuration, the inviter will receive $100 and the acceptor will receive $50. The ‘Acceptor Amount’ can be set to 0 if you don’t want to give any money to the acceptor.
On the banking portal, each online user will have a unique referral code. If any active user campaign is running, a Refer-a-Friend banner will be displayed on the user’s log-on dashboard. Users can click on the banner to invite their friends via text message, email, and social media platforms.
How to Create a New Campaign:
- In Central App, go to Refer a Friend App .
- Click on “Campaigns” Tab and click on “Add New Campaign” Button.
- Fill the form with Name, type, User ID for Campaign, Start Date, End Date, Acceptor amount and Inviter Amount.
- “User ID for Campaign” is a UserID of any CSR user with minimal access. This user should not be deleted.
- The “User ID for Campaign” (Campaign owner ID) should be unique and not already in use by another campaign to avoid conflicts and ensure accurate data association.
- “User ID for Campaign” is used to store the Campaign Information in the database. The following is the sample object that we will be saving in the UserData table with the Referrer UserID as reference.
{“cam_name”: “userCampaign”, “cam_code”: “userCampaign”, “cam_type”: “REFERAFRIEND”, “start_date”: “2024-05-02”, “end_date”: “2024-06-15”, “admin_id”: “1”, “invtr_amt”: “20 “, “actr_amt”: “30”, “ac_type”: “None”, “enable”: “True”}
- 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:
Online user can share the campaign code through any medium(Share Options).
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 ‘PAYMENT_MODE’: AUTOMATIC | MANUAL | OUTSIDE.
A Q2 Central user can check the referral report and transaction report within Q2 Central(See More).
