Documentation Index
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Why Promote Your Referral Scheme?
- Customers share brands 35% more when referral is promoted at two or more touchpoints, compared to just one
- For best-performing clients, maximising awareness outside of the post-purchase overlay drives 40-50% of referrals
Where to Promote
Post-Purchase
After a customer makes a purchase, it’s a great opportunity to encourage them to refer friends and family. A post-purchase full overlay improves the chances of customers engaging with and enrolling in your referral program.
Homepage
Depending on your monthly website traffic, homepage promotion can be responsible for a large percentage of your referral acquisitions — some clients get more than 50% of their referrals from an effective homepage strategy. Methods include site headers, homepage tiles, corner peels, and link-to-overlay options. See the full homepage promotion guide.
- Dedicated solus email at least once a quarter (on average, share rate increases by 5%)
- Banners in newsletters promoting new products/ranges
- Banners in transactional emails (order confirmation, shipping confirmation)
- Anniversary emails triggered several days after delivery
- Banners or dedicated emails in post-purchase or welcome series
- NPS emails — follow up positive reviews with a referral reminder

Dashboard
A dashboard in your customer accounts is a personalised way to encourage sharing. It reminds customers every time they log in, shows referrals in progress, and makes sharing easy. See the full dashboard promotion guide.
SMS
Engaging customers through targeted SMS messages offers an alternative way to cut through the noise. Use your referral insights to identify your best brand advocates and send relevant text messages.
Social Media
If you have a large set of followers, reminding them of your referral programme semi-regularly (once every 1-2 months) can reach customers who aren’t necessarily visiting your website.

In App
If you have an app, consider:- In-app notifications / push notifications
- Inclusion in a “My Account” area
- A menu item on the navigation
- A tile within the app

Parcel Inserts
Offline promotion through leaflets, parcel inserts, and brochures gets your referral program in front of customers at a moment of delight. See the QR codes & leaflets guide.