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