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 responder sees

When a responder 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 colors you set — all over your desktop and mobile images and background color. After they submit a friend's email, they land on your custom thank-you page.

How it works

Behind the scenes, exactly two emails go out for every referral: 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. The referrer's email goes to the address you already have for that responder, which is why the form only asks for the friend's email — and why the campaign is only shown to responders whose email address is known. Referral performance — how many referrals were made and opened — shows up in Insights campaign analytics.

Set it up

The two emails

Two emails are sent for every referral, and you write a subject line and a body for each:

• 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.

Writing the email body in HTML

Each body is built in an HTML editor, so you're free to design the email the way you want. Format it visually — text, links, images — or switch to the Source view to write or paste your own HTML, which is handy when you already have a branded email template.

• Use inline styles. Put styling directly on each element (for example style="color:#1a1a1a"). Style blocks, scripts and full-page tags are removed when you save.
• Add the reward. Type %{coupon} where the coupon code should appear, and each email is filled in with the next available coupon for that side. If no coupon is left for that side, that email isn't sent.

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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