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/how-to-set-up-a-referral-program/
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: In place of “your-company”, you will want to add your personal company. And in place of “insert-customer-refcode-from-your-software-here”, you will want to add your person RefCode from your personal software.