How to Promote Referral from Emarsys

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Prerequisites

• You must have an existing referral landing page on your website with the Mention Me referral tag included.

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Types of Emails to Consider

• Dedicated referral solus emails (recommended at least once every 2-3 months)
• Inclusion in a newsletter or regular marketing email
• “Always-on” inclusion in all marketing emails (e.g. as a link, icon, or button in the header or footer)
• Referral as a dedicated email in your journey (e.g. post-purchase, welcome flow)

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How It Works

1. You promote your referral program via dedicated emails or a specific campaign and add the personalised landing page link as the CTA.
2. The customer clicks the link and is taken to the landing page.
3. The customer lands on a referral offer page with pre-filled information pulled from Emarsys.
4. They are automatically registered when they click the offer button.
5. The customer shares the offer with their friend via their preferred method.

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Adding the Personalised Landing Page Link

1

Add a CTA button

In your campaign promoting referral, add a CTA button:

2

Add the landing page URL

In the URL of the CTA/button, add the base URL of your referral landing page including ? at the end, for example www.yourwebsite.com/refer-a-friend?.

3

Add the tracking parameters

Add the following parameters to the end of the URL, separated by &:

Parameter	Value / Variable	Note
firstname	{{ contact.1 }}	Use the personalisation field you have set in Emarsys for first name.
surname	{{ contact.2 }}	Use the personalisation field you use in Emarsys for last name.
email	{{ contact.3 }}
situation	Emarsys-newsletter-jan23	Used to identify the source of a click. Use structure: <channel>-<type>-<date>. Helps with performance analysis in Mention Me.
segment	loyalty	Use for differentiating offers/campaigns for customers across segments or regions.
locale	en_GB

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Final Example URL

https://<yourwebsite.com>/referrals?email={{ contact.3 }}&surname={{ contact.2 }}&firstname={{ contact.1 }}&situation=Emarsys-newsletter-jan23&locale=en_GB&segment=loyalty

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Testing Mention Me Tactics in Emarsys

• Referee Coupon Reminder Tactic
• Referrer Coupon Reminder Tactic
• Referrer Share Again Reminder Tactic

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Prerequisites for Testing

• Your email address must be in Emarsys as an existing contact.
• The email campaigns for the selected Automation nodes must be Active to begin testing.

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Testing Steps

1

Open the tactic

Open the relevant tactic (Referee Coupon Reminder / Referrer Coupon Reminder / Reminder to Share Again) in Emarsys.

2

Set the status to Test

Set the Status to Test.

3

Configure the test node settings

Configure the test node settings as follows:

• Select “Only Test Contacts, Sent Manually”
• Skip the Wait Nodes
• Ignore the Wait Events and select the “No” Path
• Ignore the Participation Events and select the “No” Path

4

Send the test event

Click Send Event.

5

Enter your test email address

Enter your test email address and click Next.

• A recent event will be detected and used to populate your test email.
• The appropriate Test Event type will be selected based on the Automation.
• The email will only be sent to the specified test email address.

6

Review and send

Review the Send Event summary and click Send Event.

• A test email will be sent with your data variables populated. All wait/trigger events will be skipped in test mode.

7

Activate the tactic

Once you’ve received your test email and verified the data, update Status to Activate.