Designing your referral emails

Configure the email notifications sent to the referrals program participants that interact with your campaigns

James Dohm avatar
Written by James Dohm
Updated over a week ago

Introduction

Referral programs have proven to be a potent marketing strategy, leveraging the power of word-of-mouth to drive brand awareness and customer acquisition. As your program gains traction and participants engage with your campaigns, customizing email notifications becomes essential.

✨ Referral campaigns are available on the Scale and Plus plans. See pricing β†’


Email notifications available

Reward redeemed

This is the notification that your advocates receive after the referred friends place their first orders. Advocates can click on the call-to-action button to claim their reward.

Referral completed

This is the notification that your advocates receive after the referred friends place their first orders. Advocates can click on the call-to-action button to claim their reward.

Referrals: Invite friend

This is the notification that Rivo sends to a referred friend on behalf of the advocate. The advocate can enter the email of their friend and share their referral link using our custom template.

Referrals: Advocate signup

This is the email notification sent to your advocates after they sign up for your referrals program through the campaign.

Custom Referral Domain Considerations

If you've added a custom domain, you'll notice that the Invite Friend emails will send from [email protected] for this peer to peer email invite friend email (friend sending). This is by design, we send from @mg.rivo-mail.com for peer to peer email invites instead of [email protected] because of the likelihood of spam complaints on these emails.
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Elevated spam complaints can burn your domain sending reputation, so for these peer to peer invite friend emails we highly recommend sending from our domain so if there is a spam complaint, we can absorb that and not you. This is industry standard amongst all referrals vendors.

We can change this upon request, however the risks involved to your sending reputation can increase dramatically – so we do not recommend this option.


Customizing your email notifications

Follow the steps below to customize the email notifications that are sent throughout the referral program flow. To enable or disable a notification, toggle the switch ON or OFF.

  1. Go to Programs > Emails

  2. Click Edit on a notification

  3. Enter the texts that you want in the following fields:

    1. Subject - The subject line of the email

    2. Title - The main heading of the email copy

    3. Subtitle - The secondary text of the email copy

    4. Button - The text of the CTA button that brings the customer to your store in order to submit the review

    5. Subtext - Additional text, fine print text, etc

    6. Footer Text - It can contain the name of your store

    7. Footer Address - The address where you can receive mail

    8. Unsubscribe Text - The text along with the link to unsubscribe from your emails

    9. Subscription Source - Use this text to explain why your customers received your email.

πŸ“ Note: Use the footer to add information about your store and the subscription source for all your email. Including a postal address (Footer Address) for business and marketing emails is a legal requirement in many countries.

Email analytics

  • Sent - The number of emails sent to customers

  • Opened - The number of customers who opened the emails sent

  • Clicked - Unique clicks on the CTA button

  • Revenue generated - This amount is associated with the orders placed after following the link of the call-to-action button inserted in the email.

Sending a test email

Use this option to preview and test your emails.

  1. Go to Programs > Emails

  2. Click Edit on a notification

  3. From the template editor, click Send Test Email on the top right of the page. The email will be sent to the store contact email.

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