Features

Talkable provides several optional features that help increase conversions and make your referral program incredibly easy to manage. Here’s an overview of each with links to integration details.

Automatic Coupon Creation	Issue single and multi-use coupons for your campaigns
Shopify Coupon auto-sync	Issue coupons automatically for your Shopify store
Shopify Coupon auto-apply	Issue coupons automatically for your Shopify store
Shopify Purchase Syncing	Automatic purchases synchronization from your Shopify store
Referral Tracking Methods	See how Talkable tracks referrals and what data is used in the tracking process
Advocate Personal Coupon Sharing	Find out how to add personal coupon sharing into a Talkable campaign in addition to link sharing
Convert static copy into Localization	Convert all static languange into a customizable copy that’s easy to AB test.
Сustomer Service Portal	Explore full details for each individual customer and their referral journey, manage their rewards and deliver excellent customer service.
Params encryption	For additional security, it is possible to encrypt Advocate, Friend and Loyalty member emails on back-end, as well as their custom properties.
File encryption	For additional security, it is possible to encrypt files.
Report password protection	For additional security, reports have password protection by default.
Including Product Items	Let your customers share specific items that they’ve purchased and pass product details along with purchase data
Integrating Events	Fits SaaS, subscription-based, and other businesses that require integrating additional events to build more advanced referral logics on top of regular purchases.
Pass custom user data	Pass additional data to Talkable to operate with it inside campaigns
Phone number gating	Collect customers’ phone numbers and sync with ESPs.
Referrals Approval	Learn about Talkable Fraud settings, why they are important and how to find a right Fraud Profile that works best for your site.
Segments	Brings more power and flexibility into segmenting your reporting
Subscribing to Talkable Iframe events	Subscribe to Talkable Iframe events such as the campaign is loaded or closed and perform some updates to your site based on them.
Setting up Campaign Placement criteria	Walking through a Campaign Placement criteria setup that can support multiple matching techniques
Using URL Parameters	Override some of the parameters right through URL query string
UTM Tags	Brings more power and flexibility into segmenting your reporting by UTM tags
White Labeling	Change all visible URLs to your domain instead of talkable.com
Multi-Currency	Accept multiple currencies and set different rewards per currency

• Coupons
  • Multi-use Coupons
  • Single-use Coupons
  • Shopify coupon auto-sync
  • Requirements
• Shopify coupon auto-sync
  • Get started
    • What is Price Rule?
    • What attributes will the auto-generated Price Rule have?
    • Why aren’t there any coupons created for my auto-synced list?
  • Advanced features
    • Shopify Price Rule ID
    • Shopify Price Rule Changed Email Notification
    • Coupon list sync
• Shopify coupon auto-apply
  • Method 1: Coupon application via destination URL
  • Method 2: Coupon application via client-side library integration
• Shopify Purchase Syncing
  • How it works?
  • Shopify Webhook payload and Talkable Purchase attributes mapping
  • Post Purchase Campaign setup
• Referral Tracking Methods
• Advocate Personal Coupon Sharing
  • Setup
  • FAQ
• Name Sharing
  • Name Sharing User Flow
  • Name Sharing Setup
  • Inline Widget
  • Shopify Fast Checkout
  • Interactions with the personal name-share link
• Converting Into Localization
  • Moving Subject Line Into Localization
  • Color As Localization
  • Image As Localization
  • Custom Option (Configuration) Localization
• Customer Service Portal
  • Overview
    • Logging In
    • Navigating to the Customer Service Portal
  • Terminology
    • Referral
    • Reward
  • Use case #1:
    Where do I find referrals?
    • Person Lookup
    • Referral details
  • Use case #2:
    Where is Advocate reward?
    • Email delivery
  • Use case #3:
    Who should get the reward?
    • Handling customer inquiries
    • Cross referrals
  • Use case #4:
    Did my Friend get an email?
    • Friend was blocked for self-referral
  • Use case #5:
    Blocklisting a user
    • Adding a user to the blocklist
    • How do I UnBlocklist a user?
  • Use case #6:
    Creating a referral for an Advocate
    • Gathering the info
    • Creating the referral
    • Viewing the results of the manually created referral
• Params Encryption
  • Site public encryption key
  • Passing email as a GET parameter to Standalone Campaign
  • Ruby Example
  • Java Example
  • Node.js Example
  • Front-end Part
• Integrating Events
  • Available properties
• File Encryption
  • How To Import the Talkable Public Key
  • Encrypting
  • Decrypting
• Report Password Protection
  • How It Works
• Including Product Items
• Pass Custom User Data
• Phone number gating
  • Synchronization with ESPs
• Referrals Approval
  • General Approval Policy Recommendations
• Segments
  • Segment With Product SKU
  • Segment With Traffic Source
  • Custom Segments
• Subscribing To Iframe Events
  • Iframe Events List
• Setting up Campaign Placement criteria
• Using URL Parameters
• UTM Tags
• White-labeling
  • How to set up a custom domain
    • Delegated VS Self-managed setup
  • Adding DNS records
    • Email sending issues
      • Adding DNS records in AWS Route53
      • Adding DNS records in Shopify
      • Adding DNS records in GoDaddy
      • Adding DNS records in Cloudflare
• Single Sign-On (SSO)
  • Introduction
  • Automatic Configuration
  • Manual Configuration
  • Testing Single Sign-On
• Multi-currency
  • Passing currency with the purchase or event
  • Incentives for different currencies
  • Preferred currency
    • Passing visitor’s preferred currency
  • Currencies on dashboard
  • Currencies in reports
• SheerID Integration
• Tremendous Integration
• Google Login
  • Overview
  • Prerequisites
  • Integration Steps
  • Creating a Google API Client ID
  • Error Handling
  • Testing and Deployment
  • Additional Resources