Refer Friends via Email

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By Giancarlo

updated 8 months ago

This feature is only available on the Business Plan and higher.


The Refer Friends via Email feature encourages people to share your promotion with their friends via email in order to earn bonus entries. When a user enters your promotion, they will see the Refer Friends via email box which allows them to type in the email address of a friend and invite them to the promotion. Users will only receive bonus entries when their friend clicks on the link in the email and enters the promotion.

Setup

To add the Refer Friends via Email action to your promotion go to:

Edit > Post-Entry: Social Actions > + Add Action > Refer via Email

First, you can change the default text we use for the action under the action title and subtitle fields. Next, you can change the number of bonus entries awarded per referral, and you can cap the total amount of referrals a user can earn (if you do not cap it, then the default is unlimited).

Company From Address

This is the email address that the email will be sent from.

Company From Name

This is the name of the company who is sending the email. 

Subject

This is the subject of the email that will be sent out. Be sure to keep it clear and concise and do not make it misleading or deceptive.

Body

In the body of the email, we provide you with a default message that you can use, along with parameters that you can utilize. The body field accepts both plain-text as well as HTML. If you currently have an HTML email template that you use, you can copy and paste it into the body field.

We provide you with several parameters that you can use when sending your email. The current parameters that we provide are:

[ENTRY_NAME]

This will add the users first name if you have the name field added to your promotion.

[REFER_URL]

This will display the users referral URL.

[ENTRY_EMAIL]

This will display the email address of the person who entered the promotion.

[END_TIME]

This will display the end time of the promotion.

View & Test Emails

Once you have input the proper information, you can view the email you have put together by clicking the view email button, or you can send yourself a test email.

Please note: The test email feature is purely to see what the email will look like. We do not fill in the parameters in the test email, so you will not see a referral URL, or the end time, etc. If you want to do a live test of this where all the parameters are filled in, you will need to run a live test on your promotion.

FAQ

Will I receive the email addresses of those who were referred if they did not enter the promotion?
No. You will only receive the email addresses of people who enter the promotion. If someone referred a friend and that friend did not enter, you will not get that email address as they did not opt-in to your promotion.

Can a user upload an email list to send out emails to all their friends at once?
No. This encourages spam, which we strictly prohibit. A user must type in email addresses one at a time to invite people to the promotion.

How do I know what the email will say that gets sent out when people refer their friends?
You have full control over this email during the setup phase. Please refer to the setup section which will explain in detail how to modify the email that is sent out.

Does a user get bonus entries every single time they invite a friend?
No, users do not get bonus entries simply for sharing or inviting people. This is strictly referral based, so the user can only earn a bonus entry when the friend that they invite clicks on the link they receive and enters the promotion.

Is there a limit to the number of referrals someone can receive?
By default, we leave referrals set to unlimited. You can cap referrals if you would like by modifying this when configuring the settings on the action.


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