Refer-a-friend program emails

What are refer-a-friend program emails?

Within a refer-a-friend program, there are 4 transactional emails:

  • Friend invitation: sent when a referring customer shares their referral link via email.
  • One-Time Password (OTP) Request: sent when a customer requests a one-time password to access the referral portal.
  • Referring customer reward notification: sent when a referring customer unlocks a reward.
  • Referred customer reward notification: sent when a referred customer unlocks a reward.
Additionally, you can opt in to receive notifications when your customers unlock a reward.

Enable program emails

To enable program emails:
  1. Go to Settings under Program.
  2. Scroll to the Other section. Toggle to enable the email notifications: 
  3. Click Update.

Email settings

Navigate to  Emails under Referral. In the Settings tab, you’ll find the following sections:

Default sender

Sender name      Here, you can enter the Sender name that will appear in the 'From' field of your recipient's email client.
Sender email All emails are sent from the default domain  @partnero.email.  Here, you can enter your preferred email prefix (e.g., yourbrand@partnero.email).
Reply-to email This optional field allows you to enter an inbox email address to receive your partners’ replies (e.g., your customer support email address).
Email sending domains Connect a custom sender domain using one of the available options outlined below.

Connect your domain for email sending

We recommend connecting your own domain to send program emails, as it improves deliverability and makes your emails more recognizable to your customers.

Connect your domain through MailerSend

  1. Under Emails, Settings tab, click Setup next to MailerSend.
  2. Enter your MailerSend API token (here’s how to find it).
  3. Click Connect.
  4. Once your domain is successfully connected, you will see it listed as an option under the Sender email domain select: 
  5. Select the newly connected domain and click Update.

Connect your domain through custom SMTP

  1. Under Emails, Settings tab, click Setup next to SMTP.
  2. Enter your server information, username, password, and the “From” email address.
  3. Click Connect.
  4. Once your domain is successfully connected, you will see it listed as an option under Sender email domain select.
  5. Select the newly connected domain and click Update.

Connect your domain through Gmail

Click here to read more on how to connect your domain through Gmail.

Branding

Lastly, you'll find the option to add a logo and disclaimer as well as styling options that will be used across all program emails.

Customize the email content

Each email can be edited to fit your brand voice. To edit the emails:
  1. In your program, go to Emails under Referral. Switch to the Emails tab: 
  2. To edit an email, click on the gear icon: Here, you can edit the email subject, content, and send a test email.
  3. Click Edit content to view the email. Change the text and layout to fit your needs: 
  4. To add additional blocks, click the + sign: 
  5. Click Save once you're done.

Receive notifications when your customers unlock rewards

If you wish to be notified when your customers unlock a reward:

  1.  Click on Settings under Program.
  2. Switch to the Notifications tab.
  3. Toggle "Rewards unlocked notification" and enter your email address.
  4. Click Update.