Home Clicki Setup

Clicki Setup

Kendall Hines
By Kendall Hines
• 5 articles

Set Custom Domain

https://www.loom.com/share/d6638cc5ae844df8b21c92a1446d5ab3?sid=50baa233-6c55-4b43-9cdc-d7de6a5019f6 In this article, we will guide you through the process of setting up custom domains for your Clicki account. Customizing your domain is a great way to provide a branded experience for your customers and improve the overall look and feel of your Clicki platform. Steps to Set Up a Custom Domain 1. Access the Clicki Dashboard: Log in to your Clicki account and navigate to the "Company Settings" section. 2. Configure the Custom Domain: - Click on the "Custom Domain" option. - Clicki recommends setting up a subdomain for your program, such as "refer.your-domain.com". Avoid using a subdomain that is already in use on your main domain. - In this example, the custom domain is set to "refer.CLSlawnandpest.com". 3. Connect the Domain: - Click the "Connect Domain" button to generate the necessary DNS records. - Clicki will provide you with the required email records (MX records) and CNAME records that you need to add to your domain's DNS settings. 4. Add the DNS Records: - Log in to your domain registrar's website (e.g., GoDaddy) and navigate to the DNS management section for your domain. - Add the MX record with the priority set to 10 and the value provided by Clicki. - Add the three CNAME records with the values provided by Clicki. - Clicki also provides a crucial DMARC record, which is essential for your emails to reach the inbox. Make sure to add this record as well. - Finally, add the "refer" CNAME record with the value provided by Clicki. 5. Verify the DNS Records: - After adding all the records, go back to the Clicki dashboard and check the status of the custom domain. - It may take up to 10 minutes for the records to propagate and be verified by Clicki. 6. Test the Custom Domain: - Once the domain is verified, you can test it by clicking the "Launch Preview" button in the "Branding" tab of the Clicki dashboard. - This will open your Clicki referral app with the custom domain displayed at the top. Important Notes and Tips - If you encounter any errors or issues while adding the DNS records, try adding them one by one instead of all at once. Some domain registrars may have specific requirements or limitations. - The smaller the TTL (Time to Live) value for the records, the faster they will propagate and take effect. - Clicki's "inbox magic" relies on sending emails from your custom domain, so setting up the DNS records correctly is crucial for your email deliverability. - If your company already has a DMARC record set up, you may not need to add the one provided by Clicki. Conclusion By following the steps outlined in this article, you can successfully set up a custom domain for your Clicki account. This will provide a more branded and professional experience for your customers, while also ensuring that your emails are delivered to their inboxes. If you encounter any issues or need further assistance, don't hesitate to reach out to Clicki's support team.

Last updated on Apr 24, 2024

Concepts & Definitions

https://www.loom.com/share/61ffc1162bde4f9985d2c49b6565112a?sid=f3489907-a65e-4c4a-8fea-6e9a1c52d86e 1. Promoter: An individual added to a campaign. They receive a welcome email and a unique referral link for their assigned campaign. 2. New Promoter: A promoter with no clicks or earnings yet. 3. Campaign: A customizable marketing initiative on JoinClicki. This includes options for landing pages, emails, SMS, welcome messages, and GeoBounties. Businesses can run multiple campaigns, each with different settings and targets, such as one for customers and another for business partners. 4. GeoBounty: A specific geographic area where promoters can earn commissions. Multiple GeoBounties can be set for different regions. 5. Landing Page: The webpage people land on after clicking a referral link. Fully customizable with JoinClicki's drag-and-drop builder. 6. Reward Trigger: Specific actions that entitle promoters to rewards. These include verified clicks, referrals, leads, loyalty actions, birthdays, manual bonuses, social media engagement, and more. 7. Verified Click: A click on a referral link that is genuine and unique, coming from a real person within the GeoBounty area. Verified clicks are not repeated, fraudulent, or spam. 8. Non-Verified Click: Clicks that are duplicate, spam, fraudulent, outside the GeoBounty, or from VPN/incognito modes. 9. Click Bounty: The payment promoters receive for each verified click. 10. Referral Bounty: The commission paid for each successful referral. 11. Welcome Email: The initial email sent to promoters when they join a campaign on Clicki. 12. Promoter App: A platform where promoters can check their earnings, share with one click, and cash out instantly. 13. Converted Referral: A referral that meets the specific criteria set by the business, often becoming a paying customer.

Last updated on Apr 24, 2024

Setting Campaign Budgets

https://www.loom.com/share/05c8c1895d6349279b35f41aa0d789eb?sid=dfacd90f-f52c-44e4-8b1a-f9c775bc1a76 Setting up Budget in Geobounty Objective: The objective of this SOP is to guide team members on how to set up their budget in Geobounty for their Clicki campaigns. This will allow them to customize their budget by geographies and optimize their spending based on their target locations. Key Steps: 1. Log into your Clicki account. 2. Go to the "Campaigns" section. 3. Locate the default campaign called "Referral Rewards". 4. Under the "Geobounty" tab, set your budget. 5. Customize your budget by geographies based on your business needs. 6. If you are a local business, consider spending only in certain areas where you operate. 7. If you are a national business, avoid paying for traffic in markets that you cannot service. 8. Set your click budget under the "Click" section. 9. Specify the amount you are willing to pay per click. 10. Set the referral bonus for conversions, such as when a user signs up and becomes a paying customer. 11. Adjust the click budget and referral bonus according to your business goals and budget. 12. Set the geographic targeting by specifying the radius around a specific location. 13. Use the handles to expand or shrink the radius. 14. Add more radius targets if you have multiple locations or states. 15. Consider setting higher budgets for locations where you want to push growth. 16. Utilize the option to add multiple Geobounties and budgets for different locations. 17. Seek help from the support team by clicking the "Get Help" button at the bottom right of the app if needed. Cautionary Notes: - Make sure to set your budget carefully to avoid overspending or underspending. - Double-check the geographic targeting to ensure it aligns with your business operations. - Review your budget periodically to make any necessary adjustments based on performance and goals. Tips for Efficiency: - Familiarize yourself with the different budget options and their impact on your campaigns. - Use the expand and shrink features to fine-tune your geographic targeting. - Consider the specific needs and goals of each location when setting budgets. - Regularly monitor and analyze the performance of your campaigns to optimize your budget allocation.

Last updated on May 01, 2024

Optimizing Email and SMS Communications in Clicki Referral Campaigns

https://www.loom.com/share/a3579402a86f4cf0a8d7ed871c5a8f04?sid=6ff8ea0c-6cbc-4a48-a891-ad3066969b4c 1. Accessing Campaign Settings - Click on "Campaigns" to open the desired campaign. - Options available for customization: Geobounty, landing page, email, and SMS. 2. Customizing Email Content - Focus on customizing the email communication. - Options to personalize: sending name, subject, and send from email. - Utilize dynamic fields for personalization, such as the customer's or promoter's first name. 3. Editing Email Content - Click on "Design Email" to access and customize the email content. - Preloaded with best practices and templates. - Encouraged to edit the content to align with the company's tone and branding. - Save changes to update the email communication for future interactions. 4. Text Message Customization - Text messages are also sent to new promoters. - Preloaded with best practices but can be customized. - Option to send from a local number for local businesses. - Ability to request a specific area code if not available in the list. - Use of a geosending pool for matching the recipient's area code. - Outbound-only number for responses to maintain program integrity. 5. Finalizing Email and SMS Communications - Ensure the email and SMS messages reflect the desired tone and branding. - Tailor the content to engage and inform new promoters effectively. - Enhance customer experience and engagement through personalized communications.

Last updated on Jul 03, 2024