The Referrals campaign process, step-by-step:

1. The default rules for the Referrals campaign will automatically enroll your customer when they leave you a review of 4 stars or higher. You can view these rules in your Referrals campaign settings 😊

2. Once your customer has been enrolled in the Referrals campaign, they will receive a message that thanks them for their positive review and also asks if they have any friends that they’d like to refer to your company 🤝

3. When your customer clicks the referral invite link, they will be taken to a tab in their browser where they can enter their own name and email address, then click Next ➡

4. The following screen will ask your customer for their friend’s email address and also provides them with additional options for sharing your referral invite link 🔗

5. After your customer clicks Send email, the friend they referred will then receive a Referral message that you can customize in your Referrals Settings 📧

6. When your customer’s friend clicks the link in the message, they will be taken to your Referrals Landing page, which is your NiceJob microsite address by default. You can customize your Referrals Landing page in your Referrals Settings 🌐

From your microsite, your customer’s friend can find your company’s phone number and website or leave their contact details with you using the Free Estimate button.
You can edit this button in your Microsite settings if needed 📞

Important: The friend your customer referred will also appear on the People page as a Lead once the referral message has been sent 👍

Did this answer your question?