Email Types for Your Referral Program

William Harper Updated by William Harper

Friendbuy enables sending four unique email types within each Referral Campaign flow. Set up your program's emails in Referral > Edit the desired Campaign > Emails tab > Click the (+) button next to each email type to Create Email.

Referral Email Type

Referral Email Description

Advocate Share Email

A referred Friend will recieve this email inviting them to earn an incentive for completing your referral flow's conversion event - typically by entering their email address address in a widget or by completing a purchase or sign up event. The email is triggered by an Advocate when they share their Friend's email address.

When a Friend recieves this email in their inbox it will appear it is coming from the Advocate, on behalf of your brand. It is a best practice to include a personalized Advocate Share message in the email body using Friendbuy's merge variables.

Advocate Share Reminder Email

If a referred Friend does not complete your referral flow's conversion event within 3 days of the intiail share, the Advocate Share Email will be re-sent to remind them.

Friend Incentive Email

A referred Friend will recieve this email after they complete your referral flow's conversion event. The email should contain the Friend Incentive - typically a coupon code or gift card - by including Friendbuy's merge variables in the email body.

When a Friend recieves this email in their inbox it will appear it is coming from your brand's email address.

Advocate Reward Email

An Advocate will recieve this email once a referred Friend completes your referral flow's conversion event - typically a purchase or sign up event. The email should contain the Advocate Reward - typically a coupon code or gift card - by including Friendbuy's merge variables in the email body.

When an Advocate recieves this email in their inbox it will appear it is coming from your brand's email address.

Advocate Thanks for Sharing Email

An Advocate will recieve this email after they share with a Friend for the first time through the email channel only. The email is typically used to share a note of appreciation and to include an Advocate's PURL to encourage them to share again.

If an Advocate shares through other channels (PURL, SMS or Social) the email will not be triggered. And if the same Advocate has already recieved a Thanks for Sharing email through one of your other Friendbuy campaigns, they will not recieve another Thanks for Sharing email.

Note: A/B test variants are not offered for this email, which means if your campaign's Reward or Incentive offer changes, be cognizant to update the email content so it remains accurate.

Each email is customizable within the HTML email editor. Add a Subject Line, Text Body, and HTML Body in the required fields, then click Create Email.

If you are creating a new email, the settings will automatically be saved and published. If you are updating the fields for an existing email, the updated will not automatically save. In this case, be sure to click Save or Publish on the following screen.

Note: After an email has been created, you can use the Edit, Preview (eye icon), and Send Test email options on the right side.
Note: You can also create emails in the Additional Emails section which are used for setting up Tiered Advocate Rewards or simply as a place to create email drafts.

Here's an example of an Advocate Thanks for Sharing email (mobile view):

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