Refer-a-Friend Tracking
Refer-a-Friend helps your list members to invite their friends to join your list. You may track how many friends were referred by list members, how many opened or clicked on a tracking link in the invitation, and how many ultimately joined the list.
Here's how it works:
1. You send out a mailing to your list with a referral link asking members to invite their friends to join the list.
2. List members click on the link, and enter the email addresses of those they'd like to invite, and an optional message from them.
3. The invited members receive an email message telling them how to join the list. If they follow the instructions in the invitation, they become a member.
To use Refer-a-Friend, you must first create an invitation—a message that will be sent to those referred telling them how to join the list. Next, you must create a referral form—the web page members are taken to when they want to invite a friend to join the list. Finally, you must insert a referral link into your mailing.
1. Create an Invitation
The invitation is sent to those who are invited to join your list by your members. Referrers can optionally add their own message (if your referral form allows it). Note that you can include clickthrough links in the invitation message.
1. Go to the Content tab.
2. Select Create from Template.
3. Select Invitation Template, and click OK.
4. Enter the Content Name.
5. Click on the Text tab.
6. Edit the text body.
7. Click on Save.
2. Create a Referral Form
The referral form is where your list members will enter in the email addresses of those they'd like to invite to join your list. Only members can refer others to join a list.
1. Go to Utilities: Documents.
2. Click Create from Template.
3. Select Referral Form Template, and click OK.
4. Enter the Document Name.
5. Edit the form's Body, if desired.
6. Click on Save.
3. Create a Referral Link
In order for your members to be able to invite friends to join your list, you must insert a referral link into your mailing to the list.
1. Create content as you normally would for a mailing (see Content: New Content if you need help).
2. Go to the Text or HTML tab for your content.
3. Click Insert Field.
4. Click the Referrals tab.
5. Select the Invitation Content—the message you created in step 1 above that should be sent to those invited by your members.
6. Select the Referral Form—the form you created in step 2 above that members should go to when they want to invite members.
7. Select whether or not you want the invitation to track opens and HTML capability.
8. Enter the Destination URL—the URL your members should be taken to after inviting members. If blank, they will be taken to a default web page thanking them for inviting members.
9. Click Insert.
10. Continue to create your content as usual, and save it.
11. Create a mailing, and insert the content you created with the referral link(see Mailings: New Mailing if you need help creating a mailing).
More
4. Refer-a-Friend Tracking
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