Referral Programs are a great way to systematically identify your best brand ambassadors and also put a structure around the business you are generating from referrals. It also helps optimize quickly and generates great results.

Step 1: Select & drag the Referral trigger on the left canvas from the right side panel of workflow editor.


Step 2: Click on the trigger to associate it with an existing activity or to create a new one.

Step 3: Give the Activity a name

This will be useful to identify the campaign in future.

You can control the allowance of referring to the existing contacts.

Allow Multiple Referrals

On your Referral page, if you intend to have your customers refer more than one person at a time, then you should enable this check-box. If enabled, once the customer refers a friend, a dialog box opens up asking the customer if he would like to make another referral.

If disabled, once the customer refers a friend, the referral form will move on to the next page.

Allow existing contacts to be referred again

If you do not want to allow existing referrals/contacts on your account to be referred by anyone, you should disable this check-box.

Select sublists and segments

Select an existing sublist or a segment where you want the new referrals to get added.

(Create new sublist)

If you wish to add new referrals to a new sublist then, click on (Create new sublist), enter the new list name and click on "Create".

Step 4: Setup Awards for your Referral campaign

Most Referral programs have the concept of Awards and certain rules that trigger these awards.

To understand how you can setup Awards for your Referral program, view this link

Step 5: Design the Referral landing page / pop-up for your Referral campaign

When you click on Save & Proceed in the configuration section, you are brought to the page design section.

To understand how to design your form, view this link.

Step 6: Setup the follow-up messages for the referral program

Once the referral is made, there are several email messages that need to be setup which work effectively.

When you click on the orange Email button next to the different messages, you will be taken to the email editor section, where you can setup the email (checkout steps 6 to 13).

The options button next to the different emails gives you an option to setup the Sender Name and Sender Email address for each of the emails.


a. New Referral Message

The message will be sent to inform the referrals that a friend has referred them to your business.

Please note that this email will be sent from the customer's email address to the referral's email address , so it should be ideally written in first person.

b. Thank you for Referring Message

As the name suggests, this message will be sent to the customer who has just made a referral thanking him for his/her referral.

We recommend including the "Unique Sharing Link" custom variable in this email, so the customer can bring even more visitors to your website using this link.

c. Conversion Alert Message

If your referral program has the concept of a conversion, (when the referred friend comes and buys from your business, triggering a conversion), you can setup the conversion message. This message is sent to notify the customer when their referral has converted successfully.

d. Reminder to Referral

Quite often, it is noticed that just a single email from a friend is not enough to move the needle in terms of a referral conversion.

In such cases, it is good to setup a Reminder to Referral email, which can go out from the business owner.

This email goes to the referred friend and you can setup exactly how many days after the first referral you want to send out these reminder.

e. Referral Alert Message

This message is setup to notify the business owner/marketing manager whenever a referral happens.

This can give you a good idea about how the program is doing and if you want to reach out to the referred friend in any other way via phone/other channels as well.

Step 7: Launch the Referral Program

There are 3 ways to launch the Referral Program

    a. Facebook

    b. Online Widget Code

    c. Specifying the url on which the code should show up.


By following the instructions on the pages, these can be done easily.


When you launch the form on Facebook, you will be asked a bunch of permissions by the Facebook application.

You will need to accept all the options in order to launch the page as a Facebook tab successfully.