Set Up Automations
Last updated
Last updated
Automation emails are ReferralHero's built-in, behavior-triggered emails that help you communicate with your subscribers and keep them engaged throughout the referral process. ReferralHero currently offers 8 automation emails, the most in the industry, with more coming soon to enhance customer engagement further.
Welcome Email Sent to subscribers who haven’t been referred when they are added to the referral campaign, introducing them to the program.
Pending Welcome Email If your campaign tracks two or three conversion events, this email is sent to referred subscribers when they’re added to the campaign, but haven’t yet completed the full referral process.
Confirmed Welcome Email Also for campaigns tracking multiple conversion events, this email is sent to referred subscribers once they are confirmed as valid participants in the referral program.
Follow-up Email A reminder email sent a predetermined amount of time (e.g., 6 hours) after someone signs up, to re-engage the subscriber.
Activation Email Triggered for subscribers who haven’t referred anyone, sent after a set period (e.g., 5 days) to encourage them to start referring.
These emails are designed to keep subscribers engaged and move them through the referral process smoothly.
First Referral Email This email is sent when a subscriber refers their first friend, congratulating them for starting to participate in the referral program.
Referral Email Sent to the referrer whenever they refer a friend, except for the first time. For the first referral, use the "First Referral Email."
Milestone Email This email is triggered when a subscriber reaches a specific milestone, such as referring a certain number of people (e.g., 5 referrals), to celebrate and motivate continued participation.
Reminder Email Sent to subscribers who haven’t referred anyone in a set period (e.g., 5 days after their last referral), reminding them to stay engaged in the referral program.
These emails help keep subscribers motivated and engaged throughout the referral process by acknowledging their achievements and providing gentle reminders. Reward emails are automatically generated when you create rewards in ReferralHero. These emails notify subscribers when they have unlocked a reward, helping to keep them engaged and excited about their progress.
You can activate any email by simply clicking on the specific email template and toggling the "Active" switch to turn it on. This ensures that the selected email is automatically sent to subscribers based on the defined triggers in your campaign.
Merge tags are placeholders in your emails and messages that ReferralHero dynamically replaces with personalized content, such as a subscriber's name or referral link. Below is the complete list of available merge tags and their descriptions:
Merge Tag
Description
%name%
Subscriber's name
%email%
Subscriber's email address
%crypto_wallet_address%
Subscriber's crypto wallet address
%phone_number%
Subscriber's phone number
%confirmation_link%
Link to verify the invitation
%referrer%
Referrer's name or email address if not available
%reward_value%
Reward value
%referral_code%
Subscriber's unique referral code
%position%
Subscriber's position in the queue/list (e.g., 5)
%position_ordinal%
Ordinal position in the list (e.g., 5th)
%people_ahead%
Number of people ahead in the queue
%referral_link%
Subscriber's referral link
%total_referred%
Total number of referrals by the subscriber
%subscriber_id%
Subscriber's ID
%coupon%
Unique random coupon code from a Coupon Group
%group_payout_reward_value%
Group payout reward value
%tremendous_reward_link%
Unique Tremendous reward link
%facebook_link%
Referral link with source set to "Facebook"
%facebook_icon%
Facebook icon with a share link
%facebook_share_link%
Link to share via Facebook
%twitter_link%
Referral link with source set to "Twitter"
%twitter_icon%
Twitter icon with a share link
%twitter_share_link%
Link to share via Twitter
%email_link%
Referral link with source set to "Email"
%email_icon%
Email icon with a share link
%email_share_link%
Link to share via email
%whatsapp_link%
Referral link with source set to "WhatsApp"
%whatsapp_icon%
WhatsApp icon with a share link
%whatsapp_share_link%
Link to share via WhatsApp
%facebook_messenger_link%
Referral link with source set to "Facebook Messenger"
%facebook_messenger_icon%
Facebook Messenger icon with a share link
%facebook_messenger_share_link%
Link to share via Facebook Messenger
%linkedin_link%
Referral link with source set to "LinkedIn"
%linkedin_icon%
LinkedIn icon with a share link
%linkedin_share_link%
Link to share via LinkedIn
%reddit_link%
Referral link with source set to "Reddit"
%reddit_icon%
Reddit icon with a share link
%reddit_share_link%
Link to share via Reddit
%telegram_link%
Referral link with source set to "Telegram"
%telegram_icon%
Telegram icon with a share link
%telegram_share_link%
Link to share via Telegram
%line_link%
Referral link with source set to "Line"
%line_icon%
Line icon with a share link
%line_share_link%
Link to share via Line
These tags help you personalize your referral communications and encourage subscribers to engage with your campaign.
To send a test email in ReferralHero, follow these steps:
Scroll to the bottom of the email editing page.
Enter the email address where you want to receive the test email.
Click on Send Test Email.
Make sure to save your email before sending a test, as ReferralHero will send the latest saved version of your email.
