Customize the Emails for Referral Program
Retainful sends two types emails when a successful referral happens:
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.
Login to your Retainful dashboard
Go to Referrals -> Email Templates -> Manage emails
There you can edit both the email templates
Click on the "Edit" button to get started
Here is a simple video walk-through
Enter a subject line for the email. You can personalize the email by using the following short code {{customer_name}}
Click Customize button to start customizing the email body. You can customize the email body using our friendly drag and drop visual email editor.
Here is a sample 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 acnhor 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
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.
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.
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.
Once you have finished customizing the emails, save them and then go to the email settings to "Save and Set Live"
Once activated, these emails will be sent when a successful referral events occur in your store.