Refer a friend

A Refer a friend campaign appears on your survey's thank-you screen and invites a happy customer to recommend you to their friends. They enter a friend's email, and the platform emails both people — the one who referred and the friend who was referred — each able to receive a reward coupon.

It's the simplest way to put your best moment to work. Right after someone tells you they love your brand, you ask them to share it, and you reward both sides for doing so.

What the respondent sees

When a respondent finishes the survey and matches the segment you've attached, the referral form appears on the thank-you screen. They see an email field with the placeholder you wrote, an optional terms checkbox linking to your terms page, and a submit button with the label and colours you set — all over your desktop and mobile images and background colour. After they submit a friend's email, they land on your custom thank-you page.

How it works

Behind the scenes, your two emails go out: one to the referrer (the customer who shared) and one to the referred friend (the person whose email was entered). Each email can carry a reward coupon. Referral performance — how many referrals were made and opened — shows up in Insights campaign analytics.

Set it up

The four emails

You control two messages, each with its own subject line and rich-text body — four pieces of content in all:

• To the referrer — thanks your customer for sharing and can include their reward. This is your chance to reinforce the relationship with someone who just advocated for you.
• To the referred friend — introduces your brand to someone new and can include their welcome reward. Treat it as a first impression: warm, brief, and clear about why the friend got in touch.

Because each body is rich text, you can format the message, add links, and set the right tone for each audience separately.

Coupons

You attach reward coupons in the coupons editor and assign each one to either the referrer or the referred friend, using the "For" selector on every coupon. You can filter the list by owner to manage each side independently.

Each coupon is either reusable or single-use:

• Reusable coupons can be claimed any number of times — ideal for a generic code like a percentage discount.
• Single-use coupons are marked used once redeemed, so they can't be claimed twice. The editor tracks single-use coupons with a usage bar showing how many are used and how many are left, and you can mark an individual coupon unused again if you need to.

Add coupons one at a time, or bulk-import a list when you have many to load at once. The import expects a simple file with three columns — the code, the owner (referrer or referred), and whether it's reusable (1) or single-use (0) — so you can prepare a large batch in a spreadsheet and upload it in one step.

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