Customize the Emails for Referral Program

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Learn how to customize the emails sent to your existing customers (brand advocates) and their friends.
Retainful sends three types emails when a successful referral happens:
1.
Post Purchase Email providing Referral Code / Link
When your customer makes a successful purchase, Retainful generates a unique referral link (only once... don't worry). You can send this referral code / link to your customers using this email notification.
2. Email to the receiver / friend who got referred by one of your existing customers:  
When the friend uses the unique referral link, he lands on your store. He will be asked for his email address to claim his reward. Once he enters the email address, Retainful will verify whether it is genuine and then email him the coupon code / reward.
3. Email to the sender / advocate (your existing customer): 
This email is sent when a friend makes a successful purchase using the advocate's referral link. This email will carry the reward coupon for the advocate
You can customize both these emails in Retainful to match your branding. Retainful provides an easy-to-use drag and drop email editor to customize the emails.
Getting Started
Login to your Retainful dashboard
Go to Referrals -> Referral Email Notifications
Referral Email Template Editing
There you can edit the email templates by clicking on Edit option.
Click on the "Edit" button to get started
Here is a simple video walk-through
Editing the Referral Email Notifications
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1. Email Settings - Subject Line
Referral Email Notification- Configuration.

Enter a subject line for the email. You can personalize the email by using the following short code {{advocate.reward_name}} {{friend.reward_name}} {{customer_name}} {{first_name}} {{last_name}}
2. Email Body
Click Customize button to start customizing the email body. You can customize the email body using our friendly drag and drop visual email editor.
Editing Referral Email Template
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Here is a sample email 
Sample - Referral Email
3. Personalizing the Email
Here is the list of short codes that can be used for personalization,

{{friend_email}} - Email of the advocate’s friend who has completed the Referral purchase.
{{advocate_reward.name}} - Name of the Advocate who referred the friend.
{{referral_coupon}} - To display the advocate’s coupon code.
{{referral_coupon_expiry_date}} - To display the expiry date of the coupon.
{{customer_referral_url}} - To display url of the Referral(Friend)
{{shop.name}} - To display name of the store
{{reward.friend_reward_name}} - To display name of the Friend.
{{retainful_shop_url_apply_coupon}} - To link a button or an anchors link and it takes the customer to your store and auto applies the coupon / reward

Personalizing your emails is the best way to increase engagement with the customers
4. Working with the Editor
The editor has two sections:
Blocks: These are the structural blocks of the email body. Example: One column or two columns. You can drag and drop them to add structure.
Elements:  These are the content types. Example: Text, Image etc. You can drag and drop these to add the content.
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Using Drag and Drop Email Editor
Customizing the Button Text
Just click on the button. On the right side panel, you will see the settings for the button. You can change its text.  
IMPORTANT: Do not change the Link part where, by default, it is filled with the short code: {{retainful_shop_url_apply_coupon}} . Before the email is sent, this short code will be replaced with your store url. When clicked, this will take the customer to your store url and the coupon will be automatically applied.
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Call-to-Action of the Email Body
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Testing the Emails
You can use the "Send Test Email" button in the editor to send a test email to one of your email addresses.
Test emails will use "Dummy data". That means, the links, buttons and coupon codes are just dummy data. You cannot perform any actions on these test emails. The purpose is to check your email design.
Activating the Referral Emails
Once you have finished customizing the emails, save them and then go to the email settings to "Save and Set Live"
Activating the Email Template
Once activated, these emails will be sent when a successful referral events occur in your store.
Next Steps
1.
​Branding for Referral Widget - Learn how to customize the "Refer & Earn" launcher widget for your store​
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Create a Referral Program
Branding for Referral Widget
Last modified 3mo ago
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Contents
Getting Started
1. Email Settings - Subject Line
2. Email Body
3. Personalizing the Email
4. Working with the Editor
Testing the Emails
Activating the Referral Emails
Next Steps