Glide

How to implement a referral program in Glide?

Discover how to set up a referral program in Glide with detailed instructions. Boost user engagement and drive app growth effortlessly.

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Overview

Setting up a referral program with Glide can really ramp up user engagement and help grow the user base. Glide, famous for its no-code app building, lets you easily create customized referral programs without needing much tech know-how. This includes getting the referral tracking up and running, crafting user interactions, and maybe even linking up with third-party services for rewards and monitoring. With Glide’s intuitive interface and powerful features, you can carefully craft a referral strategy that fits your business goals, ensuring a smooth user experience and efficient program management.

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How to implement a referral program in Glide?

Step 1: Set Up Your Glide App

Start by creating a new Glide app or opening one you already have. Make sure user authentication is turned on because the referral program needs to track user-specific actions.

Step 2: Design the Referral Form

Create a new tab or screen where users can refer friends. Add a form for users to input the email addresses or contact info of the people they want to refer. The form should have fields for:

  1. Referrer's User ID or Email
  2. Referral's Email

Step 3: Create a Referral Tracking Sheet

In Glide's connected Google Sheet or Airtable, make a new sheet called "Referrals". Add columns for:

  1. Referrer's User ID
  2. Referral's Email
  3. Referral Status (e.g., Pending, Completed)
  4. Reward Status (e.g., Not Earned, Earned)

Step 4: Automate the Referral Process

Use Glide's Actions and Zapier for automation. Set up actions on the referral form submission to:

  1. Add a new row in the "Referrals" sheet with the referrer’s User ID and the referral’s email, setting the Referral Status to "Pending".
  2. Use Zapier to detect new entries in the "Referrals" sheet and send invitation emails to the referred individuals.

Step 5: Verify Completed Referrals

Set up automated logic to verify when a referral is successful. This can be done by checking if the referred user signs up and completes the necessary action (e.g., registration, first purchase):

  1. Add a new column in your users' sheet named "Referred By".
  2. Use a lookup or filter to match new signups against the "Referrals" sheet.
  3. Mark the Referral Status as "Completed" when a match is identified.

Step 6: Reward the Referrer

Once a referral is verified as successful, update the "Referrals" sheet to mark the Reward Status as "Earned." Depending on the incentive, update the referrer's user record with the corresponding reward (e.g., points, discounts).

  1. Create a column in the user sheet for tracking rewards or points.
  2. Automate the process using Glide’s computed columns to sum up the total rewards or set specific reward values.

Step 7: Display Referral Status and Rewards

To keep users engaged, create a dashboard or profile tab where they can:

  1. View the status of their referrals (Pending, Completed).
  2. See their accumulated rewards or points.
  3. Access their unique referral code or link for sharing.

Step 8: Create Notifications

Set up notifications to inform users when:

  1. A referral has been sent.
  2. A referred user has signed up or completed the required action.
  3. Rewards have been credited.

Utilize automated emails via Zapier or push notifications within Glide.

Step 9: Test the Referral Program

Before going live, thoroughly test the referral process to ensure that:

  1. Form submissions are correctly logging in the "Referrals" sheet.
  2. Referral verification logic is accurate.
  3. Rewards are correctly calculated and credited.
  4. Notifications are sent at the right triggers.

Adjust any configurations or fix issues as necessary.

Step 10: Promote the Referral Program

Upon successful testing, make the referral program accessible to your users. Promote it via:

  1. In-app announcements.
  2. Emails to your user base.
  3. Social media and other marketing channels.

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