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How Does the Referrals Campaign Work?
How Does the Referrals Campaign Work?

What the Referrals campaign process looks like for your customers

Joel Pike avatar
Written by Joel Pike
Updated over a week ago

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, or once they've exited the Get reviews campaign without leaving you a review. 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 asks them 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 the Referrals Lead form which will display your customer's latest review or the next best 5 star review. From here, your customer’s friend can submit their contact details.

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

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