armadillo
customer referrals
articles
- 01
set up your first referral program
give every happy customer a link they can text to a friend — both sides get a perk when the friend books.
4 steps·~2 min - 02
give a customer their referral link
every customer gets their own 8-character code and a shareable link. text it, paste it in your follow-up emails, print it on a card.
3 steps·~2 min - 03
log a conversion when a friend buys
when a referred friend books, pays, or finishes a job, log it on the referrer's profile so the reward fires.
3 steps·~2 min - 04
see who's bringing you the most business
the conversions tab ranks your customers by how much they've referred — useful for thank-you notes and bigger rewards.
3 steps·~2 min - 05
wire referral rewards into pawpaw credit
when reward kind is pawpaw credit, conversions log a credit on the referrer's account that auto-applies to their next invoice — no manual discount step.
3 steps·~2 min - 06
armadillo vs cattail vs firefly vs whitetail — which one when
four loyalty-adjacent modules; armadillo is the only one that brings new customers in the door.
3 steps·~2 min - 07
what the friend sees on the public landing page
every code has a public page at /armadillo-r/<code>. that's the destination of the link your customer hands their friend. here's what shows there.
3 steps·~2 min - 08
the four reward kinds — pick by what you already use
armadillo can reward referrers four different ways. pick the one that matches the rest of your loyalty stack — don't add a new one just for referrals.
4 steps·~3 min - 09
the conversions tab — see every closed loop
the conversions tab is the audit trail. every time you log a conversion, it lands here with referrer, referee, status, and reward.
3 steps·~2 min - 10
the attribution window — when a click stops counting
the attribution window is how long a click stays "credit-able" — if a friend taps the link today and converts in 90 days, does the referrer still get the reward? armadillo defaults to a window per program.
3 steps·~2 min - 11
two-sided rewards (referrer + new customer)
the friend's perk is the reason your existing customer can hand over the link without it feeling like a sales pitch. the referee perk is what makes the friend actually click.
3 steps·~2 min
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