Referral Tracking
Referrals allow 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 for 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 list member.
To use the referral feature, you must first create an invitation—a message that will be sent to those referred telling them how to join the list. This can be accomplished easily using the Invitation Template in Content, which can be customized to fit your needs. 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 (or into the mailing content).
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 New Content from Template.
3. Select Invitation Template from the drop-down menu, and click OK.
4. Enter the Content Name.
5. Click on the Text tab.
6. Edit the text body.
7. Click save. You have now created your invitation which will be sent by referrers to others to join the list.
8. For details on this process, please see Content: New Content From Template.
2. Create a Referral Form
The referral form is a web page where your list members will enter in the email addresses of people they would like to invite to join your list. Only members can refer others to join a list.
1. Go to the Utilities tab.
2. Click Web Forms.
3. Click Referral Forms.
4. Click create new or create new from template to use a pre-existing referral form template. Note that these templates must be created first, in order to be used here. To learn how to create referral form templates, see Utilities: Web Forms: Web Form Templates: New Referral Form Template.
5. Enter a title and description for the referral form, and enter the HTML for the form.
6. Select the list, site, or server you want the Referral Form to apply to from the Applies To drop-down menu.
7. Click preview to view what the form will look like or Save.
8. For more information on creating referral forms, please see Utilities: Web Forms: Referral Forms.
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.
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 url.
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 whether or not you want the invitation to track opens and HTML capability.
7. Select the Referral Form—the form you created in step 2 above that members should go to when they want to invite members.
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. This will create a link at the bottom of the message. You can then move this link to wherever you want it in your content.
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).
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4. Referral Tracking
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