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Promoting your referral programme through email is one of the most effective ways to increase engagement and drive more referrals. It reaches customers who may not have discovered your programme yet while reminding others to share.

Creating a Landing Page

Create your own landing page on your site (e.g. https://www.yoursite.com/refer-a-friend). This is where customers will be sent when they click the referral link in your email.

Linking from Emails

By default, customers who reach your referral landing page will be asked to enter their name and email address before they can share. To remove this step, pass additional data in parameters. Four parameters are required:
  • firstname — the customer’s first name
  • surname — the customer’s surname
  • email — the customer’s email address
  • situation — indicates where the customer saw the link (e.g. email-newsletter-jan23)
Add these parameters to the landing page link:
https://www.yoursite.com/refer-a-friend?firstname=FIRSTNAME&surname=SURNAME&email=EMAIL&situation=SITUATION
Example:
https://www.yoursite.com/refer-a-friend?firstname=Barnabas&surname=Fortescue&email=barney@mention-me.com&situation=email-solus-jan23

Testing Offers While Promoting in Emails

Customers who follow your email link will be randomly assigned to an offer in the latest experiment. To send them to a specific offer (note: this will bias experiment results), add ?variation=0 (or 1, 2, 3 etc.) to the URL:
https://www.yoursite.com/refer-a-friend?variation=0&situation=email-solus-jan23

Types of Emails to Consider

  • Dedicated referral solus emails — send at least once every 2-3 months
  • Newsletter or regular marketing email — include referral as a section
  • “Always-on” inclusion — link, icon, or button in the header or footer of all marketing emails
  • Dedicated email in your journey — e.g. new customer/post-purchase email journey, welcome journey
Last modified on March 31, 2026