Referral widget & email notifications

Step 1 - edit your referral widget

The referral widget is shown to your existing customer when they click on the button in your "Invite Email" or visit the "Refer-a-friend" page you can add into your SaaS dashboard.

1. Personalize

To personalize the widget you can add the following tags:
{profile_picture} 
{name} 

Data for both tags will be pulled from the CSV file of existing customers you will upload into your campaign. Click here to download a sample CSV file.

2. Edit field messages

Here you can change the text that is shown above the form, button text and the "thank you" message shown after your customer has submitted the form and invited their friends.

3. Embed referral widget

Copy and paste this code into your landing page and/or SaaS dashboard to allow your customers to quickly and easily refer their friends and track their progress. The referral widget sits inside an iFrame and so you can place your page content around it.

<div id="iref-widget"></div>

This is how the widget will look on your page.

Step 2 - write your campaign emails

To start your campaign, you will want to invite your existing customers to join your referral program and refer their friends.

To send this email, upload a CSV file of your existing customers. Follow this tutorial on how to upload your customer list. Right after import, the "customer invite" email will be sent from your email server to everyone on your CSV list. To connect your email server to your iRefer account, follow this tutorial.

Below is the HTML to use for creating the "Refer a friend" button. It's very important that you keep the query string "?vsu_ref_email={email}" so that we can track who made the referral.
<span style="color: rgb(57, 181, 74); padding: 15px 20px; background-color: rgb(57, 181, 74);"><a href="https://your-domain.com/friend-invite/?vsu_ref_email={email}" target="_blank" style="color: white; padding: 15px 20px;">Refer a friend</a></span>

Remember to change everything (https://your-domain.com/friend-invite/) before the "?" to your referral widget page URL where you have placed your lead form. For the Invite Customer email, we recommend you create a new page on your marketing website and embed the referral widget there.

This is how the customer invite email looks.

 

Below is the HTML to use for creating the "Learn more" button. It's very important that you keep the query string "?iref={referral_code}" so that we know who the referring person was.
<span style="color: rgb(57, 181, 74); padding: 15px 20px; background-color: rgb(57, 181, 74);"><a href="https://your-domain.com/landing/?iref={referral_code}" target="_blank" style="color: white; padding: 15px 20px;">Learn more</a></span>

Remember to change everything (https://your-domain.com/landing/) before the "?" to your referral widget page URL where you have placed your lead form. For the Invite Customer email, we recommend you create a new page on your marketing website and embed the referral widget there.

To help increase referral conversion you should personalise this email by using the referring persons name and profile image as shown in the above screenshot. This will help build trust to the friend being referred to.

This is how the friend email invite looks:

 

If you chose "Different rewards" previously in the "Reward" page, then this progress email is sent out between each milestone to encourage your customer to keep referring to their next milestone.

Below is the HTML to use for creating the "Refer a friend" button. It's very important that you keep the query string "?vsu_ref_email={email}" so that we can track who made the referral.
<span style="color: rgb(57, 181, 74); padding: 15px 20px; background-color: rgb(57, 181, 74);"><a href="https://your-domain.com/friend-invite/?vsu_ref_email={email}" target="_blank" style="color: white; padding: 15px 20px;">Refer a friend</a></span>

Remember to change everything (https://your-domain.com/friend-invite/) before the "?" to your referral widget page URL where you have placed your lead form. For the Invite Customer email, we recommend you create a new page on your marketing website and embed the referral widget there.

 

When the referred friend clicks on the button "Learn more" from the "Friend Invite" email above, you will re-direct them back to your landing page which has your lead capture form on. You should place this widget above your form, so that the referred friend sees a personalized welcome message and a profile photo of their friend. This will help your conversion and build trust to the referred friend.

To embed this widget above your lead capture form, simply copy and paste this code into your web page.

<div id="iref-friend-widget"></div>

This is how a personalized greeting will look above your lead form.


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