Don Raines Asked:

“By chance, is there a good asking-for-referral template for emails to link the referral funnel to?”

The Answer:

Yes, we have pre-written referral campaigns included in our Click-and-Play Campaigns! These templates are designed to make it easy for you to request referrals while seamlessly linking to your referral funnel. Here’s how to access and use them.

Step-by-Step Guide to Using a Referral Email Template

1. Access the Click-and-Play Campaigns

  • Log in to Agent CRM and go to Marketing >> Campaigns.
  • Search for the Referral Campaign in the list of pre-written campaigns.

2. Review and Customize the Email Template

  • Open the referral campaign and review the pre-written email templates.
  • Customize the content to match your voice and brand. Key elements to include:
    • Personalized Greeting: Use merge fields like {{contact.first_name}} to address recipients by name.
    • Clear Call-to-Action (CTA): Encourage recipients to refer a friend and include a direct link to your referral funnel.
    • Incentives (Optional): Mention any rewards or incentives for successful referrals.

3. Add a Link to Your Referral Funnel

  • In the email body, link to your referral funnel.
    • Example CTA:
      vbnet
      Do you know someone who could benefit from our services? Click the link below to refer them and help them get started!
      [Link to Referral Funnel]

4. Test the Campaign

  • Send a test email to yourself to ensure the referral link and email formatting are working as expected.

5. Launch the Campaign

  • Assign the referral campaign to your target contacts and activate it.

Example Referral Email Template

Subject Line: Share the Love – Refer a Friend Today!

Email Body:
Hi {{contact.first_name}},

Do you know someone who could benefit from [Your Service]? We’d love to help them!

Referring is simple:

  1. Click the link below to refer a friend.
  2. They’ll get the same great experience you did.
[Link to Referral Funnel]

Thank you for helping us grow and serve more people like you!

Best regards,
[Your Name]

Learn More

For more insights and tips, check out these resources:

Also be sure to check out our Youtube Channel for resources designed to help you win:


Email, Software

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