Overview
Discovery Paths make it easy for customers, contacts, and fans to find and return to your program.
Your program should be visible where customers already interact with your business.
Use Discovery Paths to link directly to your referral program page from the most common places your customers and contacts already access, and continually promote your program.
What we'll cover in this article:
Before you start
Program status: Ensure your referral program is Active, so potential members can access your program via your links.
Check your role: Admin, Manager, and Operator roles can use Discovery Paths. Supervisor roles can also use this feature for the programs they have permission to access.
Identify your channels: Identify the common channels (marketing website, emails, store signage, etc.) you already use to engage with customers and contacts.
Pinpoint the 4-5 places your customers would be most likely to find your program and share with friends.
You should post links and promote your referral program from these common touchpoints.
Where to Find Discovery Paths
Promote your program with Discovery Paths
The Discovery Paths page lets you easily copy links or QR codes that direct visitors to your Program Landing Page.
Place your program links and QR codes everywhere your customers and contacts already interact with your brand, so people can easily find your program.
Before you start, select the program you want to distribute links or QR codes for, using the dropdown on the top right of the page.
Recommended Discovery Paths
The Discovery Paths we recommend using can be divided into three categories:
Where People Naturally Look
Website Navigation
Website Footer
Account Profiles (My Account menus)
In-Store Signage (QR code access)
After Helping Customers
Order Receipt emails
Shipping Confirmation emails
Service Completion emails
Check-Out Counters (QR code access)
Communication Touch Points
Newsletters
Business Cards (QR code access)
Email Signatures
Social Media Profiles
Click on any discovery path to find guidance on where to place your link or QR code, and easily copy the link or QR code.
Each Discovery Path also includes templates with images and suggested copy, to help you get started. The copy is written for the context of each medium, and you can customize it as needed to fit your voice.
If a touchpoint you’d like to use is not listed, you can copy the program link or QR code to the right of your Program Landing Page URL, and add it to your chosen promotional method.
What’s Next?
Create Integrated Login Links (if needed)
Access Integrated Login Links at the bottom of the Discovery Paths Page. See our dedicated page for more info on how to create these links for external emails and apps.
Automate Invites
If you haven’t already, set up invite emails to add and invite new contacts to the program.
Send Confirmation and Reminder Emails
These emails (found in your Program Editor > Emails) will go to anyone who becomes a member via a discovery path.
Send Monthly Summary Emails
In your Program Editor > Emails, enable monthly summary emails to remind existing members of your program.