User Guide: How to Create a Simple Refer-A-Friend Marketing Tool

Introduction

In today’s competitive market, leveraging word-of-mouth referrals can be a game-changer for your business. A well-implemented refer-a-friend program can significantly boost customer acquisition by turning your existing customers into brand advocates. This guide will walk you through creating a simple yet effective refer-a-friend marketing tool using forms and trigger links.

Step-by-Step Guide

Step 1: Set Up Your Form

The first step in creating a refer-a-friend program is setting up a form to capture the necessary information:

1. Navigate to the Form Builder:

• Open your dashboard and head to the “Form Builder” section.

2. Create a New Form:

• Click on “Create New Form” to start with a blank template.

3. Add Form Fields:

• Include fields such as: (based on your preference)
• • Referrer’s Name (your existing customer)
  • Referrer’s Email
  • Friend’s Name
  • Friend’s Email
  • Any additional message or note field.
  4. Customize Your Form:
  • Add a heading like “Refer a Friend” and any subtext to explain the benefits briefly.
  • Customize the form’s design to match your brand’s aesthetics.
  5. Save Your Form:
  • Save the form and give it a name that is easily identifiable.

Step 2: Create Trigger Links

Trigger links are essential for tracking and triggering automated actions when a referral is made.

1. Navigate to Trigger Links:

• Go to the “Trigger Links” section in your dashboard.

2. Create a New Trigger Link:

• At the top right side, click on “Add Link.”

3. Define the Link URL:

• Enter the URL where you want to redirect the referred friend. This could be a special landing page or an offer page.

4. Name Your Trigger Link:

• Give it a name that specifies the action, e.g., “Referral Link.”

5. Save the Trigger Link:

• Save the link for use in your automation.

Step 3: Create Automation for Referrals

Automating the referral process ensures that both the referrer and the referred friend get timely and appropriate responses.

1. Navigate to the Automation Builder:

• Go to the “Automation” section.

2. Create a New Workflow:

• Click on “Create New Workflow” to start designing your automation.

3. Set Up Triggers:

• Choose “Form Submission” as the trigger and select the form you created earlier.
• Add another trigger by selecting the “Trigger Link Clicked” option and choose the referral link.

4. Define Actions: (based on your preference)

• Send Email to Referrer:
• Email Subject: “Thank You for Referring a Friend!”
• Email Body: Acknowledge their referral and explain the next steps.
• Send Email to Friend:
• Email Subject: “You’ve Been Referred!”
• Email Body: Introduce your brand and provide any special offers or information.
• Add Tags:
• Use tags to segment your contacts based on who referred and who was referred.

5. Save and Activate Your Workflow:

• Save the workflow and activate it to start the automation process.

Step 4: Promote Your Referral Program

Make sure your customers know about the referral program. Here are some ways to promote it:

• Email Campaigns:
• Send emails to your existing customer base explaining the benefits of the referral program.

• Social Media:
• Use social media platforms to spread the word.

• Website Banners:
• Add banners or pop-ups on your website to inform visitors about the program.