Tutorial: How to create Recruiters contest

If you want to set up a recruiters contest to let users register in the promotion and recruit new users to have a higher chance of winning, follow the steps outlined below:

 

Step 1. Create the promotion

1. Access the Easypromos Control Panel and log in with your email address and password to manage and create your promotions.


1.jpg

 

2. Create a new promotion via the ‘Create new promotion’ button.

New_promotion.jpg

 

3. You will be presented with the products available. Choose ‘Recruiters contest’ to create a promotion that consists of a registration form where the participant registers and after that he/she have to recruit friends to increase the chances of winning.

Recruiters1__1_.jpg

 

4. Go on to step 2 and choose the platform version to use (Premium or White Label).

Recruiters2.jpg

Note: Discover here the differences between the different versions of Easypromos.

5. Your promotion is already created! In the background, you can see the promotion management page. A pop-up window will ask you some extra information in order to help you with pre-settings. If you are not interested, you can skip this step.

  • Language by default: Option for selecting the language by default in which you wish to display the promotion content.
  • Country. You'll be able to limit participation to one or several particular countries, and only those users who have an IP address corresponding to these countries will be able to register Find more information about country filters.

6. Now you find yourself in the promotion management page, where you have all the options for configuring the promotion. Below we outline all the most relevant sections:

Sweepstake_Registration_Page_Management.jpg

  1. Header. You will find the title of the promotion, the version and other relevant information such as the ID number of the promotion, which identifies each promotion (give this number to the Easypromos team if you have any issues with the promotion. This will make it easier for them to review your settings). Also you will find the Promotion status, that indicates the status of the promotion: Draft, Active or Expired, as well as if it’s about to start. Once the promotion period has ended, this field will be marked in red saying: Status: Expired. What to do: Here you can choose what you want to show in the URL of the promotion.
  2. Link to the promotion. This is the URL that you should use in all the dissemination actions that you are going to carry out. More information here. Also you will find the Copy link button. Here you'll be able to automatically copy the link to disseminate the promotion.
  3. Activate Promotion button. When you have the promotion prepared and ready to launch, click this button to activate and start it. This button will take you to the activation page, where you can review the billing information to proceed to make the payment of the promotion.
  4. Side menu. Here you will find all the configuration options of the promotion.
  5. View tutorial. Here you will have a tutorial that will guide you step by step in the creation and management of your promotion.
  6. Management of the dates and the time zone that will have the promotion.
    Languages: It indicates the default language of the promotion and it allows you to change it if you need it.
    Localization: It allows to limit the participation to one or several countries (option included by default in the Premium and the White Libel promotions, and in the Basic version by purchasing the additional extension). More information.
  7. Next steps: Practical recommendations that will guide you in the creation and management of your campaign. 

Step 2. Customize the texts and images of each page

The platform comes configured with many features that are pre-set based on the application that you have chosen.

Now let’s take a look at the customization of the texts and images of the promotion, as well as colors and font settings.

1. Enter the promotion 'Editor'.

Sweepstake_Editor_Promotion.jpg

2. Configure the texts and images of each page of the promotion:

Recruiters4.jpg

 

A) Welcome

  • Change the provisional title for one that allows identify the strong points of your promotion. It’s a good idea to make this descriptive text as attractive as possible to users.
  • Configure the texts for the page and upload an image to give it more dynamism.
  • In the description, change the provisional text to personalize and explain your own contest mechanism so that participants are clear about what steps they should follow to take part in the contest. You can also customize the ‘Enter’ and ‘View entries’ buttons.

B) Entry form.

Add the fields that you wish your participants to complete. You can also customize the text and page header image. In the Premium and White Label versions you can fill in the form with all the additional fields, dropdown menus and check boxes that you need. Find all the information about how to set up the entry form.

C) Thank you.

Customize it with a final image and a thank you text. You can also create an extra button with an external link.

  • Text to encourage users to share. On the left side of the first share button there is a text that you can customize. Use this to encourage your participants to share the contest.
  • Thank you message. You can also use it to thank participants and tell them when the winner will be announced.
  • Use the final image to give a more personalized aspect to the sweepstake, reminding participants what the prize is and encouraging them to share the sweepstake.

Note: Additionally, in promotions created with the Premium design template you have the following additional functionalities to customize the pages of the promotion:

  • Customize the name of each section and the icon that identifies it within the promotion menu. For example, you can change the default name of "Welcome" page to "Start".
  • Add new sections in the promotion menu to present additional content. This new section can be set up in two different ways:
    • New page, for example, to present and explain the prizes of the promotion.
    • External link, to drive traffic to your website or microsite.

5.jpg

Learn how to customize the promotion menu in this tutorial.

Note: download the Easypromos Design Guide and you will have measurements for all the images you need to complete the promotion.

 

Step 3. Customize the design

In the Design menu you can customize the look & feel of your promotion completely to adapt it to your brand or product.

In the "Design" section you will have the following options:

 

  • Colors: Change the colors of the texts and the action elements of the promotion.
  • Typographies: Select the font used for texts and action buttons of the promotion.
  • Buttons (only Premium template): Set the style of the promotion buttons (outlined or solid).
  • Container (only Premium template): Completely customize the container by setting the style, opacity, height or position.
  • Background: Customize the background of the promotion with an own image or a color. The background will be the same for the different pages of the promotion.
  • Template: Decide which design template you want to use to customize the promotion: the Basic design template, or the Premium design template.
  • CSS Styles (only White Label): Use your own CSS styles to completely customize the template.

2_design.png

If you need help on how these sections work:

 

Step 4. Insert legal texts 

In this section you can upload legal texts to display them in the promotion. Specifically you can upload the terms and conditions to explain all aspects of the promotion, contest or sweepstakes. Additionally you can also upload your privacy policy to explain how and for what purpose you will treat the data of the users that register in the promotion. In Premium and White Label promotions it's also possible to upload your own Cookies policy.

To add the terms and conditions, go to the Editor > General > Legal content, where you will find the following sections:

Legal_texts.jpg

Note: Check here how to set up the consent of the legal texts of the promotion

 

Step 5. Configure the My Networks modules and the promotion footer

The 'My networks' module enables you to totally customize the page that is presented to the user before they finalize the registration. This means you can give them the option to click ‘Like’ on your Facebook Page. The My Networks module can be customized with Facebook pages, as well as with Twitter, Instagram and Youtube accounts. Learn how to do this here.

To customize the My Networks module go to Editor > General > My Networks:

Recruiters_5.png

You can also customize the text at the foot of the promotion, or deactivate this if it doesn’t interest you. This is a banner, presented at the foot of each page of the promotion,

To enable the Footer of the promotion go to Editor > General > Footer > Contents where you will find the field "Powered by" that will allow you to customize the name of the brand or company that organizes the promotion:

contents.jpg

 

And in Options you can configure the following options:

 

options.png

 

Step 6. Customize viral content

This section is very important to obtain a high level of virality for the contest. The viral content is the message that will be shown when a participant shares the promotion with friends to invite them to the promotion. You can customize the share message based on the channel through which participants wish to disseminate it when they invite friends to the promotion and obtain recruits.

To customize the viral content of the promotion go to Editor > General > Share:

Recruiters_7.png

 

You should complete the following sections:

A) Generic:

Set up the generic contents of the promotion here:

  • Viral image: This is the image that will accompany the text to be shared. To make it optimal for the social networks, we suggest a measurement of 1200px wide by 630px high. This same image will be shared via Facebook, Pinterest and Google+. If you don’t upload a specific image for this section, the main promotion image will be disseminated when a participant shares the promotion.
  • Generic content: This is the viral text that will be disseminated across the social networks when the participant shares the promotion via the share button on the main page, the registration form or the header of the participations gallery. Learn how to configure this.

B) Recruitment.

This is the content that is proposed by default when sharing on the social networks via the final page.

 

Step 7. Check the advanced settings

To create a Recruiters contest, check the configuration of the following sections:


Editor> Pages> Entry Form > Options: here you can check how users will register:

Recruiters_8.png

For a Recruiters Contest, we recommend setting up the following options:

  • Max. users: Decide if you want to close the promotion to a maximum number of participants. By default, there is no limit of users who can participate in the contest.
  • Maximum entries per user: Important! In a Recruiters contest the "maximum entries per user" must always be 1. Don’t modify this value as it’s the method by which the application can link all recruiting actions to the same user.
  • Enable Facebook Login: Enable the login with Facebook window so that the user can participate identifying with his Facebook user.
  • Do you want to be mandatory for users to connect on Facebook?: Requires login with Facebook to participate. Check the form with which participants identify themselves.
  • Enable premoderation: You can moderate your entries before they appear in the public gallery. (This option is not required in an Recruiters contest).
  • Notification of new entrant: Use it if you want to receive an email when a new entrant registers in this promotion.
  • Anti-fraud options: With the aim of helping administrators organize top-quality contests, the platform contains a series of techniques and tools to help minimize the impact of participants bad practices.Consult the adjustable options.

 

2. Editor > Pages > Gallery > Options. Here you have the following options available:

  • Publish gallery. If you make the gallery public, the participants can see their entry as confirmed and it helps create competitiveness between users which will help increase participation. If the entries are public, all users can see the list of entries and see how the recruitment is going and they can share the contest from their entry to get more recruits.

 

Recruiters_9.png

  • Recruiters. Here you can configure the options that control how the recruited users are shown for each participant in the public list.
  • Make recruits public. You have the option to show the recruited users for each participant with the possibility to arrange the list by most recruits. This feature comes activated by default. We recommend to keep it this way because this way, participants will know how many users they have recruited and who.
  • Number of recruits to obtain. You can specify the minimum number of recruited users that a participant must obtain for his own entry to be valid and have the chance to win. This will appear as a progress bar in the public list of entries. Use it to tell the users their goal, for example: Refer at least 3 users to enter in the sweepstakes”. Here you can see how users will see the recruitment progress bar.

 

Step 8. Restrictions to access the promotion

The application allows you to restrict the access to the promotion to limit users who can participate in it. Specifically, the platform offers you 2 forms of restriction:

  1. Restriction by country: It allows to limit the promotion to a specific country or several countries. In this way, only those users who connect from the selected country or countries will see the promotion. Learn how to enable country restriction in your promotion here.

11.jpg

Note: The functionality to restrict the promotion by age is only available for promotions created with the Premium version and the White Label version that have been designed with the Premium design template.

12.jpg

 

Step 9. Communicate with participants via the Emails Platform

If you need to communicate with participants during and after the promotion, you can use this section to create, customize and send emails.

This tool can be very useful in the recruiters contst because it permits you to configure automatic emails to contact participants with one of these objectives:

    1. To thank participants for registering and give them their specific recruiting URL to ease inviting their friend to the contest.
    2. Remember the number of recruits that a participant must reach to be a finalist and how they can do it.
    3. Send an email to the users who have reached the goal and so, they are finalists.

Learn how to create an email with the Platform to communicate with participants from the beginning and thus achieve greater virality. 

Important! The platform has the ‘smart tags’ feature at its disposal. This enables you to configure customized emails. Use the ‘smart tag’ {{user_recruiting_url}} which, upon sending the email, will be substituted by the recruitment URL of each participant.

 

Step 10. Publish the winners page (optional)

Before publishing the promotion or during the course of the it, you have the possibility to show publically the prizes that you are going to give away in your promotion, and at the same time it will show the winners of each prize when there are winners. You can decide if you want to publish the prizes page from the beginning of the promotion or you can publish it when you have the winners. To customize and publish the winners page go to Editor > Pages > Winners.

Check the Prize management tutorial in this link to learn about all the available options regarding prizes.

 

Step 11. Preview the promotion

You can check how the promotion will be displayed once activated in order to review the graphic part. To do this, within the same Editor of the promotion you will find the "Preview" direct button in the Editor's header:

3_preview.jpg

Please keep in mind that the Preview of the promotion is only to see what the promotion will look like, it doesn’t work to test features. That’s why you can go to the next page without filling in your data for example. To test the recruitment process of the promotion, you need to activate and you can protect it with a password to test it privately. Here we explain how.

 

Step 12. Activate the promotion

Once you have configured all aspects of the promotion, you can activate it from the management page of the promotion, where you can make the payment. Here you will find more information. 

Sweepstake_Activate_Promotion.jpg

 

Step 13. Publish the promotion

Although your promotion is now active, you still need to take the last step: publishing it. On creating the contest, a microsite where the promotion is displayed is created with its unique URL. This URL is the main link to the promotion. By default, this main link leads to the welcome page in the microsite but you can change this. You can also, and not exclusively, publish the promotion on a Facebook Page or embed it in your blog or website. You can control where you wish to publish it via “Buzz”. You’ll find all the information about this step here.

 

Step 14. Disseminate the promotion

It’s also important to disseminate the promotion on different channels. Always use the main link to the promotion as it’s the only one compatible with all types of devices.

You can share the promotion via the following methods:

    • With the direct link to the promotion.
    • With the ‘share’ button on Facebook, Twitter and Pinterest.
    • Making your promotion a Featured promotion. This option implies placing your campaign in the section of Easypromos highlighted promotions. This has an additional cost to the price of activating the campaign, and this price is per day of the campaign. If you’d like to create a highlighted campaign, consult this tutorial.

We also recommend these articles:

 

Step 15. Manage the promotion while it is still active

While the promotion is active you can monitor and manage the entries from the management page by clicking on the "Participants" section in the menu on the left side. You can also access the entries list form the “Statistics”:

Sweepstake_Participants_Promotion.jpg

 

From the "Participants" section you will be able to see information about all participants and download it to Excel.

Note: Information about participants will be available even when the promotion has finished.

 

Step 16. Check the promotion statistics

Access the ‘Statistics’ section to find out about the evolution of participants and their interaction with the application. This information will be available as soon as the first participation is made until after the promotion has finished. Learn more about the information that you have access to in this section.

Sweepstake_Statistics_Promotion.jpg

 

Step 17. Manage prizes and publication of winners

 

In the Recruiters contest, the most common way to select the winners is to carry out a sweepstakes among all the participants or those who meet the criteria to become finalists.

The recommended dynamics for the Recruiters contest are as follows:

  1. Ask the users for a minimum number of recruited users to enter in the final prize draw. For example, ONLY those who have gotten 4 friends to participate as well will enter the final sweepstakes.
  2. Carry out a random draw among all the registered users but give additional entries in the final draw for each recruited friend. So you use the complete list of entries for the draw, but in the first step of the sweepstakes process, you can manage the extra entries.


To do this, follow this tutorial to not miss a step and learn all the available options to configure and customize the prize.

You can begin your winner selection process from the “Winners” menu as you can see in the following screenshot:

Sweepstake_Winners_Promotion.jpg

 

Step 18. End of the promotion

The end of a promotion is controlled through the dates set up in the promotion Editor, so when the "End of publication date" is passed, the promotion changes from active status to expired status and, by default, the promotion is unpublished and is no longer visible, and in this case, a screen with the message "promotion expired" is displayed. 
 
As administrator of the contest you have the possibility to edit the content of this "promotion expired" screen, or even republish the promotion so that it is visible again, for example, if you want to show the winners of the promotion or keep the contest gallery visible.
 
In this link we explain all the options you have available once the promotion is finished.
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.