Damn Good Content To Grow Your Business In The Digital World
Insights, Ideas and Innovations from the brains of the Saucal NERDS.
How to Set Up and Run a Referral Program for Your WooCommerce Store
18 Jan

A good referral program can help your business to grow rapidly, and there is a WooCommerce plugin that makes it easy. That means you can focus on your business rather than the technology behind the referral program — and isn’t that what a good plugin should do?

Some businesses don’t set up a referral program because they fear that it will be too difficult, both for them and for their customers. The WooCommerce Referral program for your store makes it easy. In fact, it can be done in three simple steps.

Setting Up Your WooCommerce Program

The first thing you’ll want to do is sign up for a referral software program that creates personalized links for you, such as ReferralCandy. Next, you’ll want to decide on the reward structure. Oola Tea has a program that offers dual rewards like Uber’s program. The referrer and the referral both receive $10 off their next order. This provides motivation for current customers to share their link with their friends and family.

Setting up the program can be very simple. There are three main steps:

  1. Sign up for ReferralCandy
  2. Install the ReferralCandy for WooCommerce plugin in WordPress
  3. Setup your rewards, emails, pages and widgets

Promote Your Referral Program

Once you have it set up and the rewards structure figured out, you’ll want to ensure that your customers know about it. You can create a blog post about the rewards that you are offering and share it on social media. Facebook ads, Facebook posts, Twitter tweets and LinkedIn posts are all great ways to get the word out about your referral program.

Make sure you email your list and let your customers know what rewards they can earn and how they can refer their friends.

But most of all, make it exciting! Your customers really want to understand what the benefits of getting involved with you are. Referral programs that properly incentivize customers with desirable rewards reinforce customer loyalty and increase your customer base. The success of your referral program (and growth of your company’s bottom line) will hinge on your ability to share it with the people who can best take advantage of it.

Monitor The Referral Program

Referral software makes tracking referrals and rewards a breeze, meaning you can easily determine whether or not the program is working. You can easily adjust the rewards and test out different ones. And don’t worry if some aren’t working. It’s completely normal that some rewards don’t perform well and need to be changed up.

This is not set and forget, however. Keep your program fresh by looking for new ways to continually reward your customers. Adjust the program with the seasons. Do you have new products that are available in the spring? Can you offer a holiday incentive? Making it current and rewarding your customers as they share their links with friends will strengthen your relationship with your customers.

Create online events, like contests and VIP events, that your customers can engage with through social media. One common contest idea that online brands use is to encourage people to take pictures with their products and enter the photos to win. Visual promote social sharing and brand identity — and increase brand exposure.

Customers begin to feel special and a little more loyal to your brand. And potential customers trust what they hear from other customers more than what they hear from the brand itself. Everybody wins!

The key elements of successful rewards programs are:

  • personalized links
  • dual rewards
  • multiple incentives
  • contests

Incorporating these elements can take your business’ referral program to the next level. And there are some brands that have done a GREAT job using referral programs to climb to the top.

Here are some of the best and a look at what they’ve done so well.

Uber – Dual Referral Rewards

The infamous ride-sharing app builds referral marketing into their business. It assigns each customer a personalized referral code as soon as the app is activated. As customers share the code with their friends, both parties receive a free ride.

The secret to their success is offering dual rewards. Referring customers know their friends will receive something of value — a free ride — and they’ll get one too! This increases the likelihood of a referral happening in the first place.

Uber has a referral program for their drivers as well. Drivers whose friends sign up to become Uber drivers using their own car can earn a referral reward of $500.

The dual referral rewards program has enabled uber to expand to more than 60 countries and over 400 cities since it started in 2012. That is a lot of growth in a few short years.

Person using Uber on their mobile phone

Image source: Flickr

Dropbox – Multiple Incentives

Dropbox logoDropbox is an online file transfer service. It launched a referral rewards program for its customers with product-based perks rather than monetary incentives. Dropbox rewards its customers with an extra 500 MB of free storage space to the customer who makes the referral and the new user.

The referral program was so successful it resulted in a 60% increase in membership in 2010 as Dropbox users sent a whopping 2.8 million direct referral invites. This initial referral program was so successful, it not only put them on the map, but it continues to run it to this day. Dropbox customers preferred product-based discounts, perks, and upgrades rather than simple cash incentives. Providing your customers with multiple types of incentives can strengthen their loyalty.

“In the business of referrals, trust is the most important reason a recommendation is made and, conversely, lack of trust the single greatest reason referrals don’t happen.” – John Jantsh, The Referral Engine


Evernote – Continually Reward the Referrer

Evernote Logo

Evernote is a note-taking software with a points-based referral program that rewards customers with points every time they make a referral. Points can then be redeemed for free access to the software’s premium features.

Evernote offers three different tiers for their app – Free, Premium and Business. Evernote Free has a limited amount of functions, but enough for the casual user. The brand realized that the more users continue to use their app, the more valuable it becomes to the user. This increases the likelihood that they will upgrade.

This freemium model allowed Evernote to gain their first million users in 446 days and then hit 11 million only two years later. Evernote relied on word of mouth marketing and an excellent product. They don’t spend money on user acquisition or SEO or SEM, according to Phil Libin, ex-CEO of Evernote.

Evernote uses their referral program to allow their users to experience Evernote Premium free while making referrals. This entices the users to upgrade if they like it, and it encourages more referrals. Users earn points when the referred user upgrades to premium features. This motivates them to encourage others to upgrade.

Tesla – Contests

Even the world’s most famous electric car company, Tesla, has integrated referral programs into its business. Tesla’s referral program has transformed over the years to reflect its increasing customer base. Initially, their referral program offered $1,000 to refer a friend. However, now they have switched to free charging of the vehicles for 6 months with new Model S, Model X and Model 3 orders. A reward of free charging encourages the customers to use the vehicles to maximize their reward. Increased usage will also promote customer loyalty.

Tesla uses referral contests in new territories when they want to get established quickly. They offer access to private events or a VIP experience. These incentives make the customers feel valued. They also tap into the customer’s competitive spirit.

For Tesla customers, the best rewards are those that money can’t buy. Tesla customers love private events and VIP treatment. Offer these referral rewards to ensure that your customer feels valued. This will build a community of dedicated consumers who go out and share their love of your product with others who will become loyal customers as well.

A Tesla Car, the Roadster

Google – Personalized Links

Google Apps for Work logo

Google became the giant behemoth search engine in part because of its referral program. It rewards business customers for each new user that signs up for Google Apps for Work. Upon joining the referral program, customers are provided with their own personalized referral link to share with their network.

For every new Google Apps for Work account, the advocate receive $15 which is deposited directly into their bank account.

Google’s program makes it simple and easy to refer friends through an automated process. The personalized links are easy to share with friends and family.

There. I bet setting up a referral program looks a lot less scary to you now, right? So have it! Your brand might not be a Tesla or a Google yet, but follow what some of the leaders have done, and you too can have a great referral program. Who knows. It may help you become the next business behemoth.

SAU/CAL Interviewed by Clutch for Expertise in WooCommerce
07 Mar

Our team is still proud of our recent recognition as a top e-commerce developers in Canada by Clutch. As a result of this achievement, they reached out to interview us on our expertise in the field. I was thrilled to talk to them about the strengths of WooCommerce and provide my insights.

Clutch is a B2B ratings and reviews platform designed for agencies and buyers in the IT sector. Beyond company profiles and client reviews, they also produce research on website builders such as e-commerce platforms. There are many things to take into account when creating an e-commerce store before deciding what platform to use. As I said:

“E-commerce comes down to the basic requirements—whether someone is selling physical or digital products, figuring out shipping, payment and tax options and so on. It requires a bit of planning upfront, but, as with anything, we need to dream big and start small. It’s a different story for bigger companies, but those may be the ones who need to take the biggest leap of all—adapting to the paradigm of online selling, versus retail locations.”

With all this in mind, clients typically come to us to start a store from scratch, build out new features and extensions or upgrade the platform. While there are many great options out there, we are believers of open-source technologies and work exclusively with WooCommerce.

“WooCommerce is open source, which makes it highly customizable and flexible. Compared to software like Magento, it’s also quite lean, without a lot of technical debt…It’s still a young platform—having been released in 2011—but it’s already a massive part of the e-commerce market. More than 30% of all e-commerce sites are using WooCommerce.”

However, as with any development and design project, there are always areas to be cautious. I highlight this by sharing:

“WooCommerce provides a lot of power, but it can be daunting for non-technical people. Since there are so many extensions available for it, installing a badly written one can easily take an entire store down. People without a lot of good technical talent, or ones who don’t want to invest too many resources in the technical side, should use something like Shopify. For truly basic stores, Squarespace can be an option. These eliminate technical hurdles and keep things simple.”

Thank you to Clutch for thinking of SAU/CAL and including us in your research. We were happy to share our knowledge with you. Check out the full interview for more great information!

SAU/CAL Named Top E-Commerce Developer by Clutch!
16 Feb

Top eCommerce Developers Canada 2018

SAU/CAL is made up of dedicated, tech-savvy individuals who produce high quality e-commerce solutions. We make sure that the stores we develop help a company thrive in the increasingly digital universe. This is why we are excited to announce that our hard work has paid off and we are now recognized as one of the top e-commerce developers in Canada by Clutch.

Clutch is a B2B ratings and reviews platform that connects businesses with the best-fit agencies, software, or consultants they need to tackle business challenges together.

The new report they released looks at the top developers in both the UK and Canada. To determine the leaders, Clutch evaluated the companies based on a unique methodology that took into account each company’s verified client reviews, services offered, work quality, and market presence.

We are proud of our seven reviews and overall 5 star rating from our clients. Check out some of the awesome comments they shared on our profile:

“They don’t just deliver on what they say they will deliver on, they make recommendations that are even better. They take your feedback, adapt and deliver on that as well.”

“The most impressive thing was how the nimble the team was and how fast they were able to deliver on such an excellent product.”

“The quality of work for the value is amazing, because you get high quality work for a very reasonable price. They’re very fair in the way they charge.”

“The most impressive thing was their friendliness. They were great at communicating and being quick, but they were very friendly, easy to get along with, and very humble…I appreciated how candid and honest they were. They were completely transparent.”

Our team is thrilled to be one of the top three e-commerce developers in Canada and would like to thank Clutch for including us in their research. We look forward to maintaining our rank and beginning new e-commerce projects soon.

Our Shipping Game Stepped Up
03 Aug

ShipStation and Saucal

Formally starting today, we’d like to introduce our newest partner, ShipStation.

Shipstation is awesome, they:

  • are the most powerful shipping management tool in the industry
  • provide the lowest rates for shipping
  • allow you to easily print your own shipping labels
  • have GREAT metrics that help you constantly perfect your shipping rules and prices

 
You know us. We’re Saucal. We’re pretty awesome too. We:

  • always give you that crucial extra technical help whenever you need it so you can keep being awesome.
  • share your values. We’re:
  • reliable
  • constantly improving ourselves to better meet our clients’ needs
  • strive to make your life easier
  • all about making your customer experience the best it can be

 

ShipStation and Saucal Together?

We can take over the world. Or at least the part of it that has to do with shipping. With ShipStation’s leading shipping and fulfillment software and our eCommerce expertise, there is no limit to how you can grow your business.

Check out ShipStation today! Or book a free consultation to see how we can help integrate ShipStation into your WooCommerce store.

Configuring the Canada Post Custom Declarations Form via the API
11 Apr

I had a question roll through on the WooCommerce Slack, which I think could be of assistance to our readers –

When shipping using Canada Post, the majority of orders go from CA to USA. So there needs to be a “customs declaration” form for each order. Apparently this “customs declaration” form is somewhere readily available in the Canada Post account. How do I know?

Well, the client is sick and tired of having to bounce back and forth for every order and jumping back into the Canada Post dashboard just to retrieve the “customs declaration” form. Is there a way to ‘pull’ this info from the Canada Post API?

Lol, somewhat dramatic – anyhow, it’s completely possible. Thanks to the helpful folks at Canada Post, here is a guide on how to get it done.

Via the API, Canada Post always return the custom forms for USA/Intl destination. It can be combined with the shipping labels, or in some instances it comes separately. This is where it becomes important to make available all copies when you get an answer back from Createshipments. It would require also that on the front end, you offer the capability for the end user to fill in the customs information.

Reference:
Soap: shipping web service : https://www.canadapost.ca/cpo/mc/business/productsservices/developers/services/shippingmanifest/soap/createshipment.jsf
Rest: shipping web service : https://www.canadapost.ca/cpo/mc/business/productsservices/developers/services/shippingmanifest/createshipment.jsf

Below are 2 examples where you see the customs info combined with the shipping labels. The 2nd example shows where it is a separate copy. It all depends on the shipping service and paper format opted for.

#1 Xpresspost USA (Canada Post combines the custom info on the shipping label)

Notice the answer, we only one instance of the endpoint name : LABEL

<root>
<shipment-info xmlns="http://www.canadapost.ca/ws/shipment-v4"><shipment-id>383611490629946833</shipment-id><shipment-status>created</shipment-status><tracking-pin>EM070235895CA</tracking-pin><links><link rel="self" href="https://soa-gw.canadapost.ca/rs/0004567/0004567/shipment/383611490629946833" media-type="application/vnd.cpc.shipment-v4+xml"/><link rel="details" href="https://soa-gw.canadapost.ca/rs/0004567/0004567/shipment/383611490629946833/details" media-type="application/vnd.cpc.shipment-v4+xml"/><link rel="price" href="https://soa-gw.canadapost.ca/rs/0004567/0004567/shipment/383611490629946833/price" media-type="application/vnd.cpc.shipment-v4+xml"/><link rel="group" href="https://soa-gw.canadapost.ca/rs//0004567/0004567/shipment?groupId=PICKUP" media-type="application/vnd.cpc.shipment-v4+xml"/><link rel="label" href="https://soa-gw.canadapost.ca/rs/artifact/0185703c30xxxxx/10017530553/0" media-type="application/pdf" index="0"/></links></shipment-info></root>

Result:
Xpresspost USA Sample

#2 Here is an example where Canada Post returns 2 labels, one outgoing and the second is a commercial invoice needed with the shipments for customs purposes.

Answer from Canada Post:

<?xml version="1.0"?>
<root>
<shipment-info xmlns="http://www.canadapost.ca/ws/shipment-v4"><shipment-id>384861490630238430</shipment-id><shipment-status>created</shipment-status><tracking-pin>304611863552</tracking-pin><links><link rel="self" href="https://soa-gw.canadapost.ca/rs/0004567/0004567/shipment/384861490630238430" media-type="application/vnd.cpc.shipment-v4+xml"/><link rel="details" href="https://soa-gw.canadapost.ca/rs/0004567/0004567/shipment/384861490630238430/details" media-type="application/vnd.cpc.shipment-v4+xml"/><link rel="price" href="https://soa-gw.canadapost.ca/rs/0004567/0004567/shipment/384861490630238430/price" media-type="application/vnd.cpc.shipment-v4+xml"/><link rel="group" href="https://soa-gw.canadapost.ca/rs/0004567/0004567/shipment?groupId=PICKUP" media-type="application/vnd.cpc.shipment-v4+xml"/><link rel="label" href="https://soa-gw.canadapost.ca/rs/artifact/0185703c30xxxx/10017531513/0" media-type="application/pdf" index="0"/><link rel="commercialInvoice" href="https://soa-gw.canadapost.ca/rs/artifact/0185703c30xxxx/10017531514/0" media-type="application/pdf" index="0"/></links></shipment-info></root>

When receiving the answer back from Canada Post, I always read the entire answer back using for each, so I can capture everything back from Canada Post and translate in a button:

Canada Post Admin

Here is the printout of the second test showing 2 different copies for this shipment:

Canada Post FedEx Sample

Canada Post Invoice

There you have it folks. Thanks again to the team at Canada Post for helping to put this together.

Woo vs. Shopify, The Definitive Discussion
03 Apr

So, as per usual, I was chatting with someone about the inner workings of WooCommerce. In this case, it was Patrick Garman. Reason being, I get a lot of questions of whether or not a business should use Shopify, or WooCommerce. For me, the answer is simple: with WooCommerce, you own your shit. That alone is enough reason to end the conversation. However, let’s take it a bit deeper. More often than not, this boils down to technical expertise vs. convenience.

Please note that some text has been redacted and replaced with equivalent statements, omitting references to individuals or projects.

cally
Hey Patrick amigo, quick q for you..

I’m working on getting a pretty good sized retailer onto WooCommerce. They’re very much a recognized brand. However, for bandwidth/usage it’s not too intense1.

cally
They asked about “clunkiness” in WooCommerce, and I was wondering if you had a chart, or threshold where you start to see this?

pmgarman
Really depends on the site and how it’s built, to be honest REDACTED [we’ve built and run WooCommerce sites with databases over 100GB in size, which ran better than some sites that have databases less than 1GB].

Do you have new relic or anything running?

cally
It’ll be built from scratch and put on an entry level dedicated box at WP Engine, so we could run New Relic.

At this time they’re contemplating platforms, and it’s between Woo and Shopify.

They’re familiar with REDACTED. 😉

pmgarman
Well if you need to bring in some expertise,
I’m not longer at REDACTED 😉 REDACTED is my sole focus.

cally
I saw.
I creep you once and a while, y’know? 😉

pmgarman
Ha keeping tabs on me

cally
Lol
Mostly wanna know what you have your hands in!

pmgarman
We’re working with REDACTED on their managed platform and part of that is *the* feature plugin for custom order tables

cally
Deep down tho, you still hardcore Woo? Or, if a large brand lands on your doorstep, would you ever recommend Shopify? What would that tipping point be?

pmgarman
Just to start 😀

cally
I’m like 100% against Shopify, lol. But I haven’t put it all into words yet.

pmgarman
I work heavily on both now, depends on their level of customization and how much they want to “manage” it

cally

*the* feature plugin for custom order tables

You’ve always got your hands in something good!

pmgarman
It’s good for someone who has a simple site and doesn’t want to deal with the headache of WP/WC

cally

depends on their level of customization

How far can you customize Shopify? For example, could you easily add subscriptions, or multi-language as an add-on? I’ve never built on it.

pmgarman
multi language basically means you run multiple stores, thats essentially your only real option

customizations, you can customize the html essentially. and then whatever you can do via the API.

with enterprise “plus” plans, you can do a bit more. but thats minimum $2k/mo. and that is now going to go up a lot from my understanding

unless you are paying $2k/mo, your checkout URL is my.shopify.com or something

cally
Yea they’re definitely considering Plus, and it’s funny you mention price, because that is definitely an uncertainty I wondered about.

pmgarman
plus: it can handle a significant number of orders/min. REDACTED

con: all customizations are significantly more involved

cally
To me it sounds like the advantage of Shopify is:
– Allows for a lot of orders.
– No worries for maintenance

Is that about it?

pmgarman
apps have long term costs you can’t ever get away from. customizations of your own if it touches the API means you need to host and run your own custom application

yeah thats the main points

a lot as in, it handles the biggest flash seller in the world

cally
lolol
Good to know.

pmgarman
REDACTED

cally
So a very extreme edge case.
What about the payment gateway, too? I think they penalize you for not using their’s, correct?

pmgarman
they don’t “penalize” you, but, you don’t get the benefits their white label stripe offers.
stripe won’t even talk to you if you are using shopify, you *must* use their shopify payments

cally
I heard they add a % point for using a 3rd party.

pmgarman
which you don’t get your own stripe
yeah you have transaction fees unless you use theirs. but i’m not sure if plus changes that

cally
So the benefits really aren’t that much.
IMO
Then concerns if the company goes bankrupt, restricts features, etc. It’s a lot to pay for some convenience.

About Woo scalability, progress is being made then, as you’re working on it now?

pmgarman
the benefits to the lay person is “you dont have to manage your site, they do it for you” where WP/WC you *really* have to manage it. you need someone monitoring it if you are doing any sort of volume or want to run it right, you need to deal with updates/etc

cally
Okay, so assuming they have a Saucal or Patrick Garman, they’re covered. Plus, all the benefits of full flexibility and ownership.

Patrick Garman REDACTED

pmgarman
yeah basically
tl;dr – if you are paying more than $2k/mo to run your site (hosting and maintenance), then it’s worth considering, if you have a simple site that doesn’t require much customization.

without plus you can’t even use the discounts api
so you can’t create coupons unless you do it by hand
$2k/mo to have the power to import coupons

at the end of the day i’ve worked on the largest WC site ever, and now the two largest Shopify stores ever. I’ve broken things on both, Shopify has banned my API keys because i was stressing things.

cally
Lol, you’re the man.
And that’s at current pricing. If pricing goes up at Shopify, things change.

What are the two sites on Shopify?

pmgarman
Which, it is going up
i don’t know if they have publicly said it or not. plus is now also a transaction or % based model

cally
You know by how much?

pmgarman
let me look it up, i can find out from some other people. REDACTED was grandfathered in

REDACTED was #2 at shopify, REDACTED was #1

cally
That would be great. And, is it okay if I share this information? Ofc, I want to ask you first.
Dude, how do you land these all star customers?

pmgarman
REDACTED wasn’t a client, REDACTED was my full time job, REDACTED was under the umbrella of REDACTED and REDACTED was the second brand. REDACTED < i built that site

cally
I’m gonna wear a Patrick Garman t-shirt at WooConf2

pmgarman
theres a lot of separation and similarities at the same time. but at the end of the day architecturally what my role became when on shopify was connecting things together and building internal tools and applications

ha you should. some mindsize jerseys, garman on the back

cally
hahahaha, i was thinking more like those rapper t’s.. your face on the front.
Maybe wearing a crown ?

Notorious B.I.G.

my role became when on shopify was connecting things together and building internal tools and applications

And these were hosted off-site, therefore putting you back in the realm of maintenance, etc.

pmgarman
haha

yeah it was a custom application that i developed myself (built on laravel spark) from the “ground” up

thats how we did reporting, i exported all shopify data through the API, thats why ops hated me

would run 20 threads of API calls

cally
wow, so exporting the data pounded the API and they didn’t like it..
ha damn.

pmgarman
their API kind of sucks for large data

cally
Metorik for that type of thing.

pmgarman
yep – which doesn’t support shopify, yet
bryce has promised me an API 🙂

cally
lol

So, there you have it. Whether you like it or not, you’re going to need some technical chops. Might as well suit up, or let us handle it. Trust me, it’s a lot better than censorship, or this.


  1. I have a breakdown of this, but I cannot share it all. However, per day, it’s estimated to be 600-800 page views and 30-40 orders. 

  2. I guess you’ll know how to find me!