logo

How to Set up Referral Program Link to send in Emails

Overview

Learn how to export your Customers data from Launch27 to send out an email campaign for your customer referral program.

 

Step 1: Enable the Referral Program

Enable the Referral Program. Below are detailed instructions on how to enable the Referral Program. http://docs.launch27.com/knwbase/overview-referral-programs/

 

Step 2: Export your Customer Data

Go to:

  1. Customers > Click the Export customers button
  2. Under Standard Fields, make sure you select Referral Code
  3. Click Download

export-referral-code

 

Step 3: Import CSV into Software

Import the CSV into your email marketing software. You will want to make sure you have a custom field set up in there for RefCode.

 

Step 4: Create URL for Email

Set up a link in the email content similar to the one below.

https://your-company.com/book-a-cleaning/?rcode=insert-customer-refcode-from-your-software-here

Please note: Replace “https://your-company.com/book-a-cleaning/” with the URL of the booking page on your marketing website. Next, replace “insert-customer-refcode-from-your-software-here” with the RefCode from your email marketing software.

2 found this helpful