Edit the text of your referral emails to match your brand voice.

Templates you can edit

  • Welcome Activation — sent when a customer activates their referral link
  • Welcome Reward — the email the referee (the friend who joins) receives
  • Reward Won — sent when a customer unlocks a reward milestone
  • Activation Reward — sent when a customer earns a reward for activating

Steps

  1. Go to Campaigns from the main navigation
  2. Click on Email Templates
  3. Select the template you want to customize
  4. Edit its text fields — the available fields vary by template, and may include subtitle, introduction, conclusion, and the in-store / online claim steps
  5. Use placeholders for dynamic content — {BUSINESS_NAME}, {CUSTOMER_NAME}, {REFERRER_NAME}, and {REFEREE_NAME}
  6. Preview your changes
  7. Save the template

Outcome

All outbound emails use your customized text, maintaining a consistent brand voice across all customer communications.

Tips

  • Keep the tone conversational and aligned with your brand
  • Use the preview to check how placeholders will look with real data
  • Use Reset to Defaults anytime if you want to start over