Keep your referral program participants up-to-date with a range of automated email notifications.
Email Notifications For The Person Referring
For The Person Referring When They Join Your Campaign
If enabled, these email notifications are sent automatically to the Person Referring when they use the campaign join link to register for their unique referral link. These notifications will NOT be sent to users added via CRM integration, Webhook, API, or Zapier unless explicitly specified in your settings.
Pro Tip: Welcome the referrer to your referral program in this email and give them a clear overview of how it works. Let them know about the rewards they can earn, and if it's a double-sided referral campaign, mention the incentives for the invited person too. Encourage them to share their unique referral link. Also, include the tracking link where they can enter their email address to keep an eye on their referrals and rewards. This way, they’ll feel informed and motivated to participate and share their referral link.
For The Person Referring When The Person They Invited Joins Your Campaign
These email notifications go to the Person Referring once the person they invited joins the campaign. In other words, when they get a referral. This email notification will trigger automatically (if enabled) when a Person Invited fills out the form on the Person Referring's referral link.
Pro Tip: In this email you can tell the Person Referring that someone they referred to your business has signed up or contacted you using their referral link and let them know what will happen if their referral is successful. You can add a simple thank you copy to this email to let them know you appreciate the referral. It's also a good idea to provide the tracking link to keep them engaged.
For The Person Referring When The Person They Invited Converts
These email notifications go to the Person Referring, every time one of people they referred qualifies/converts. If enabled, this email notification will trigger automatically when a Person Invited converts and has been qualified inside Referral Factory.
Pro Tip: In this email you can congratulate the Person Referring on a successful referral and let them know when and how they will be receiving their reward. This is also an excellent place to encourage them to. make more referrals in order to earn more rewards.
Reminder For The Person Referring
These email notifications will go to the Person Referring at an interval of your choice. If enabled, this email notification will trigger automatically every X number of days from the time they join your campaign.
Pro Tip: You can log in to your account and edit this email every couple of weeks or so to switch things up and ensure the content of this email is not always the same.
When A Reward Is Issued To The Person Referring
If enabled, these email notifications will go out to the Person Referring once a reward they are due has been issued. Unlike other email notifications, these are configured in the rewards builder.
Email Notifications For The Person Invited
For The Person Invited When They Join Your Campaign
These email notifications go to the Person Invited once join your referral program. This email notification will trigger automatically (if enabled) when a Person Invited submits their details on their friend's referral link.
Pro Tip: In this email you can thank the person invited or referred lead for submitting their details. You can also send them more information about your business and what the next steps are.
We recommend adding details about a special offer so your new lead is even more tempted to convert. For example, if you want to give a coupon reward to a new customer for them to get a discount on your product or platform, this email is the best place to insert that.
For The Person Invited When They Qualify/Convert
These email notifications go to the person invited once they have converted, meaning they have performed the action that you consider successful. A conversion could be a sale, a contract signed, an account opened, etc. This email notification will trigger automatically (if enabled) when the person invited has been qualified inside Referral Factory.
Pro Tip: In his email you could encourage the person invited who has now qualified, to also participate in your referral program by sharing their unique referral link with friends. To do that, click on the "Share Buttons" icon on the right-hand panel and insert their referral link into this email. Learn more about How To Convert The Person Invited to A Person Referring After They Qualify (User Behavior)
Reminder For The Person Invited
These email notifications will go to the Person Invited at a regular interval of your choice. If enabled, this email notification will trigger automatically every X number of days from the time they join your campaign.
Pro Tip: In this email you can remind the person invited to complete the action that is intended. You can log in to your account and edit this email every couple of weeks or so to switch things up and ensure the content of this email is not always the same.
When A Reward Is Issued To The Person Invited
If enabled, these email notifications will go out to the Person Invited once a reward they are due has been issued. Unlike other email notifications, these are configured in the rewards builder.
Where To Set Up Email Notifications For Your Campaign
Campaign-Related Emails
To access and edit campaign-related emails, navigate to the “Email Notifications'' step inside your campaign builder.
Click on the yellow "Select Emails" button to see the list of all email notifications available. Click on the email you want to edit to get started.
❗️ To comply with email marketing rules, all email notifications and announcements sent via Referral Factory include an unsubscribe link.
Reward-Related Emails
To edit all reward-related email notifications, navigate to the Rewards dashboard and click the blue icon in the Actions column alongside the reward for which you want to edit the email notification. Learn more.
How To Customize Email Notifications
You can edit the following elements of your email notifications:
titles and body text
images, videos, and GIFs.
social share buttons and copy links
the subject line
buttons that link to different URLs
you can also highlight text and edit alignment, size and color
However, the styling for your user’s email notifications is pulled from the design of your main campaign. You cannot use different background images, colors, and fonts for each email as your campaign only has one design theme.
If you require a much higher level of customization, our Enterprise plan allows you to upload your own HTML emails so you can have 100% control over what these emails look like.
How To Switch Off These Email Notifications
❗If you find your emails are going to spam please enable your own email server. We do everything we can to maintain a good domain rating, but it can vary because our system sends millions of notifications to different customers monthly.
❗Also, make sure you add an outbound address to your referral campaign. When users join your referral program they will receive the email notifications that you have activated when setting up your campaign. The outbound email address is the email address you want these notifications to come from.