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 a 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).

Connect your domain for email sending

We recommend connecting your own domain to send program emails as it ensures better deliverability and is 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.

Customize the email content

Each email can be edited to fit your brand colors and voice. To edit the emails:
  1. Open the refer-a-friend program you'd like to work with.
  2. Go to Emails under Referral. Switch to the Emails tab:
  3. To edit an email, click on the gear icon and click Edit content:Here, you can also edit the Email subject and send a test email.
  4. Change the text and layout to fit your needs:
  5. To add additional blocks, click the + sign:
  6. Click Save once you're done.

Logo, disclaimer, and default styling

Additionally, in the Settings tab, you'll find the option to add your logo and disclaimer as well as add default styling for email elements.

These settings will be applied to all program emails.

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.