The Referral Request Campaign from Agent CRM’s Click & Play Library is a fantastic way to grow your business through word-of-mouth marketing. This automated campaign allows you to follow up with happy clients and ask them to refer their friends, family, or colleagues. Customizing this campaign ensures your messaging aligns with your brand and audience. Here’s how to edit and optimize it for your business.
Why Use the Referral Request Campaign?
- Encourage Referrals: Tap into your satisfied clients’ networks to generate new leads.
- Automate the Process: Streamline your referral requests and save time.
- Build Trust: Strengthen relationships by showing clients you value their referrals.
Step-by-Step Guide to Editing the Campaign
1. Request the Campaign
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Visit Click & Play
- Go to http://clickandplay.live/ and request the Referral Request Campaign.
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Locate the Campaign
- Once added, navigate to Automation >> Campaigns in Agent CRM to find the campaign.
2. Customize the Campaign Messaging
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Edit Emails and Texts
- Open the campaign and review the pre-written templates.
- Personalize the messages to match your tone and branding.
Example Email Template:
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Incorporate Incentives
- If applicable, mention referral incentives (e.g., gift cards, discounts) to encourage participation.
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Include a Call-to-Action (CTA)
- Add a clear CTA, such as:
- “Click here to refer someone: [Your Referral Link]”
- “Reply to this message with their name and number.”
- Add a clear CTA, such as:
3. Adjust Campaign Settings
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Timing and Cadence
- Space out messages appropriately to avoid overwhelming your clients (e.g., send a follow-up email a week after the initial request).
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Targeted Audience
- Use tags or filters to send the campaign only to satisfied clients or those who’ve recently purchased a product/service.
4. Test the Campaign
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Add Yourself as a Test Contact
- Run the campaign with your information to ensure everything works as expected.
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Verify Custom Fields
- Check that placeholders like
{{contact.first_name}}
populate correctly in the messages.
- Check that placeholders like
5. Launch and Monitor
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Activate the Campaign
- Once edits are complete, activate the campaign to start sending referral requests.
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Track Performance
- Use Agent CRM’s analytics to monitor response rates and adjust the campaign based on results.
Pro Tips for Success
- Ask at the Right Time: Send referral requests shortly after a positive interaction or successful sale.
- Make It Easy: Provide clients with simple steps to refer someone, such as clicking a link or replying to a text.
- Show Gratitude: Always thank clients for their referrals to strengthen the relationship.
For more tips, explore our blog on Communicating with Leads.
Learn More
Discover related resources to optimize your referral campaigns:
- Prospecting Referral Partners Campaign
- How to Manage Leads by Adding Them to Pipelines
- Filtering Contacts and Creating Lists