This convenient feature will deliver the links directly to their inboxes, making it easy for them to start referring and earning rewards.
Why Email Your Contacts Their Referral Links?
With Referral Factory, there are multiple ways to issue people with referral links to get them referring.
The most simple way is to share your campaign join link, where anyone can sign up to join your referral program and get their own unique referral link. However, if you already have the contact information for potential referrers, you can automatically enroll them in your referral program via Upload, CRM integration, Zapier, Webhooks, or API.
Once you've added your contacts to your referral program, you can deliver their unique referral link straight into their inbox, making it super easy for them to start referring their friends and spreading the word about you 🚀
Step-by-Step Walkthrough 🚶♀️
❗️Before you can email your contacts, you'll need to add them to your campaign. To learn how to automatically add your contacts, check out this help guide article: 📖 6 Ways To Automatically Add Your Contacts To A Referral Program and Generate Their Referral Links 📖
There are two convenient places inside Referral Factory where you can easily email your contacts their unique referral links.
1. Inside the Campaign Builder, on the Promote tab:
2. From the Campaigns tab:
→ Name your email.
→ Click Next.
💡 Every email you create will be automatically saved so that you can use it again in the future. This is why it's important to give it a descriptive name so you can recognize it later on.
→ Select who you want to email.
💡 Not sure who to choose? If you're only just launching your referral program, you should choose "Send an email to all users in this campaign". If you want to learn more about what we mean by users, this is a good place to start:
→ Select the design for your email. You can use the same design as your campaign; create a new design; or send a simple text-only email.
Use the same design as your campaign
If you prefer to use the same design as your campaign for your email, simply select this option and you will be directed to the email builder where you can easily add your content. This saves you time and ensures consistency in your branding.
Create a new design
If you want to create a completely new design for your email, you can choose this option. Once selected, you'll be directed to a design modal where you can customize the appearance of your email. You can choose from a variety of pre-built themes or use the advanced settings to further customize your email's design.
Send simple text-only emails
If you want a simple and no-frills email, this option is perfect for you. You can easily edit the text of your email and apply basic text formatting like bold, italic, or different colors by just highlighting the text.
On the left-hand side of the text-only email builder, you can also see what dynamic variables are available to you to personalize your email. Be sure to include the variable for "Referral Link".
💡 Before sending your email to your contacts, it's a great idea to use the Send Test Email button to send yourself a copy of the email. This way, you can double-check that everything looks and works correctly before your contacts receive it. It's always better to catch any mistakes beforehand and ensure that your email is perfect!
→ Once you have finalized the design and copy for your email, click Next.
→ Click Confirm and Send.
💡 To track the performance of your emails, you can check the Analytics tab which shows metrics like bounce and open rates. This will help you understand how your contacts are engaging with your referral program and make any necessary adjustments to improve its effectiveness. You can learn more here:
❗️Note that Referral Factory has daily limits on how many emails you can send. Learn more here:
Troubleshooting
❓ Emails Not Sending
→ We send thousands of emails every day, so it could be that your emails are in the queue. Please give it a few minutes and check again.
→ Have you enabled your own mail server? Incorrect own mail server settings could be the problem. Check this guide for more info: 📖 How To Send Email Notifications Using Your Own Email Server 📖
❓ Test Email Not Sending
→ We send thousands of emails every day, so it could be that your test email is in the queue. Give it 5 minutes before trying again.
→ Check your spam folder!
→ Have you enabled your own mail server? Incorrect own mail server settings could be the problem. Check this guide for more info: 📖 How To Send Email Notifications Using Your Own Email Server 📖
→ Have you already sent a few test emails? You can only send 10 test emails per day.
❓Emails Are Going to Spam
→ Try the tips listed in this article: 📖 How to Avoid Emails Going to Spam: Best Practices 📖
Further Resources
Want to learn more about referral links? These articles are a good place to start: