Smartsheet Contributor Membership is free, and since I invited you, youll receive an instant $10 shopping credit towards your first purchase of $50 or more!. Including the reward right in the subject line may even regain their interest. Theyre ready to refer and you dont want to keep them from sharing you with others. [+ How to Create Them], 16 Customer Loyalty Program Software Options for Your Business, How to Start an Affiliate Program: 8 Steps to Success. Streamline your construction project lifecycle. Then you can reach out to them as a representative of your company. Refer a Friend to @GetStocks & Receive $50 worth of FREE trades. endobj They basically reiterate what was ordered and might include any shipping information. They provide the name of the customer who sent the referral and a little information about the company. A customer clicks on the Refer link and is shown a referral widget that has a catchy headline and explanation of the referral program benefits. Access eLearning, Instructor-led training, and certification. #NASDAQ. If you want to get as many referrals as possible, then make it as easy to join your program as possible. Create a sharing experience advocates want to be a part of, Build your customer relationships and make word of mouth a channel for growth. However, a lot of people experience challenging when its time to get those referrals. By signing up for your program, they are agreeing to advocate and promote your brand. Request for referrals as much as possible. Copyright 2022 Referral Rock Inc. All Rights Reserved. They can also start referring others right away. Discount for an already great priced meal service., Hey Buddy, you should check out Groupon. Vendors and suppliers can provide this template to customers to encourage them to make referrals to other businesses who may benefit from their goods or services. The more they know about it, the more confident they will feel about referring your business to others. endobj Youre basically asking existing customers to recommend friends and family through your referral program. We cover the two most popular, email and social media messaging, below: Referral email invites are a great way to contact customers directly. Join MyPanera and start earning rewards and surprises just for being you. To give you a better idea, here are some of the most common types of referral form templates to use: As you can see, referral form templates can be very useful for different purposes and applications. We also round up some examples to show how using a referral template leads to marketing success. Get actionable news, articles, reports, and release notes. The Clymb does a fantastic job of showing referrals why theyre receiving the message. Here are some examples of referral social media messages: Get rewarded (and I will too!). Sign up now for more details.. For larger companies, a customer referral program may include an invitation to participate, incentives for providing referrals, and a referral template that customers can send to their personal or professional networks, simplifying the process for them. Manage and distribute assets, and see how they perform. There are a few ways you can invite customers to sign up. Here are some points a referral email invitation should cover: The reason for your email should be evident quickly. Thanks for being awesome and dont forget to sign up now.. Dropbox sends all referrals to a form where they can sign up for an account. }5Hr lJ2=.pzKH(hQ$WW5' (Pn-JE:(0W/t$re}\KkbR]l:dN24DA#cA(bbetQvD[$G-)(;[y$l\IYxd>V# E?Dp#h6GVa+>h|pl1',D'*Rwxf'h0H.Wg% m#,m ^Ew9m:k_*Q{:' {b*#d Fz^G1 2G 3010s`\[q"+ Fiverr is the worlds largest marketplace for services, where you can get everything you need at an unbeatable value. But the truth is, if you want your clients to refer you to others, you should share more of your business. True&Cos referral email template is a personalized message and enticing offer. x[IqS+8}F}x11"` ;/U==3:ZfMWuUVVV2OoswzS{n=[Os}q{tza:}zmNozxqok?ukW_K~)4Yt}eN5 o#?t=7r/ COu oyVS^'W An added benefit is you can always add or remove any information as your referral program grows. This is the perfect time to include an invite or reminder about your referral program. Adjust the template based on the guidelines of your hospital, clinic, or other healthcare setting. Use the form as an outline to create your own referral sheet template, and add the details that make sense for your type of business or the service you provide. -[Dq~O8P \Khb-;b,W1,,s~c$6")A"R!#sR$)RpD(+b|~^}YyE2*3=AD'b6Y^[V#\WAjDG R#>!1VsP6oZma/xvk[NHRw. Say, a car salesman emails a customers a few weeks after they bought a car to see how theyre doing. If youve already created an effective referral form template, its time to explore how to get referrals. Include whatever additional details are necessary for your human resources department. The form is simple and invites them to sign up for free.. Fiverr uses a simple message to reel referrals in. Doctors and other healthcare providers can use this medical referral form to refer patients for other health care services. Lets break down what goes into a basic referral program landing page template. Here is a receipt invite example: Hi [name], thanks for your order. Referral programs have a lot of moving parts. This referral list template can help you organize the process of creating a referral program. After all, it may be one of the first things someone reads about your business. Do a little research on social media to see if you have any connections. All the referral needs to do is fill out a short form and theyre all set. <> The template is applicable to a wide range of industries and work settings, from real estate to retail to manufacturing. Here are the things a referred friend or family member sees when they first hear about your company: Before you start your referral program, it helps to know the best path to success. Anybody can use these forms depending on what they need. This referral form can be used by mental health providers, doctors, or schools to refer clients for counseling, assessment, or other services. For this reason, a referral call to action should catch the eye and invite people to click. Deliver results faster with Smartsheet Gov. The email covers who they are, what they do, and goes over the details of the referral program. Sometimes, people dont refer because they dont think you need referrals. This makes it easier to spread the word about your business. 2. Referral links are what make your program work. TemplateLab is not a law firm or a substitute for an attorney or law firm. Double your chances to win by sharing on Twitter as well. Some designs add even more emphasis by adding arrows that point to the CTA, or placing it in the eye line of the image model (if using a photo with a person). The great part about a referral invitation message is that it comes from a personal contact. If youre providing a service to clients, such as web design, consulting, or real estate services, the invitation can double as a client referral template that you tailor for specific clients. A lot of times, businesses assume that their clients know all about their companies. In other words, offer to provide referrals for businesses connected to your own network of contacts, whether personal or professional, to encourage them to do the same for you. I just joined the best damn record club called Vinyl Me, Please. You can learn a lot by looking at the successful referral pages of other companies. See how you can align global teams, build and scale business-driven solutions, and enable IT to manage risk and maintain compliance on the platform for dynamic work. Here are a few referral message ideas that stand out: Moo gives a great example of a strong referral email. This basic referral form is ideal for making vendor recommendations. Manage campaigns, resources, and creative at scale. You can also include a space for the persons reason for making the referral. VR'u'L(<5dj L$LR]w93vq~4]v A]Obmc!>Wt0. People they already have a connection to. Use the form to recommend other individuals or businesses, attract new clients or even connect two entities. When a customer is invited to join Red Coachs referral program or clicks the referral link on the homepage, they are brought to the referral landing page. In just one day, you might use text, emails, phone calls, social media messengers, chat channels, and other applications to communicate. Use them to transfer important information from one individual or department to another. Businesses use referrals to build customer and vendor relationships, and to recruit new employees. We talked about it briefly while finishing up your paperwork, but I thought itd be best to send over a quick reminder and some more details. Deliver consistent projects and processes at scale. No matter what your reason is, creating the actual template involves the same basic steps: Using referral forms and referral email templates is one of the best ways to spread the word about your business. Find the best project team and forecast resourcing needs. But these tips can be used to create referral program templates across every channel. In this article, we walk you through each part of a referral program template. Weve rounded up a few tips to get your referral message on the right track. There are two main participants in every customer referral program: The advocateand the referral. See for yourself!. The widget does a good job of explaining the referral program benefit right in the headline, and gives customers more information at the click of a button. This is key: Customers want to know whats in it for them. Oftentimes, this can be seen through a small banner or pop-up message. Its probably a handful. the wonderful new way to shop for lingerie. You can use a referral form in different settings and situations. Theyve awesome print products and cool design finishes. Theyre usually the URL of the company, with a unique combination of letters and numbers added at the end (also called the referral code). Perhaps you have a few customers who havent made a purchase in a while. Find tutorials, help articles & webinars. Its a members-only website featuring premium Outdoor brands at up to 70% off retail prices! Why not use that email to also invite customers to your referral program? People are more inclined to click and read through. Connect everyone on one collaborative platform. The refer-a-friend program is visible: This tip seems obvious. Make the text bold, underlined, or a different color. How does earning a [cash amount] in store credit sound? endobj Here are some tips to help you catch your customers eye. It provides an easy way for advocates and referrals to learn more about your program. Treat all of your suppliers and vendors as partners and keep them updated regarding all of the services you have to offer. The three templates below can be customized to fit your individual needs and are free to download. Apart from your vendors and suppliers, treat your customers like your partners. Finally, providing referrals can be a reciprocal action. Clear and catchy, its usually the first thing an advocate or referral sees about your program. Forms are an essential part of the documentation in any company. Usually in the form of a button or a link, referral CTAs encourage action and bring advocates to the next step of your referral process. Here is a sample individual invite: Hey [name], I just wanted to reach out and see how youre doing with your new [item]. Edit the invitation to reflect the benefits you offer customers and the steps they need to take to participate. Learn how the Smartsheet platform for dynamic work offers a robust set of capabilities to empower everyone to manage projects, automate workflows, and rapidly build solutions at scale. As soon as a customer lands on the Sock Fancy website, they are greeted with a catchy headline. They follow a proven referral program template. stream Find answers, learn best practices, or ask a question. Get [cash amount] in credit when your friends receive their first purchase. Offer ends Apr 24, 2017.'. Earn FREE [item] with your own personalized referral code! Mass invites share general information, like the program offer and sign up process. You may already have an email template ready to re-engage these customers. Uber requires referrals to sign up in order to receive their reward. This type of referral invite works really well, as it shows customers you value your relationship with them. For example, Sign up now or Click here for more information lets them know what comes next in the referral process. This form can convey relevant information and ensure the accuracy of that information. Here are the basic elements of a referral program and steps to take when implementing one: Soliciting referrals can help grow your business, but it may take time to see the benefits of starting a referral program. Hey, Amigo! Instead, give them a reason to open and read your referral email. Perfect when youre just establishing a new referral program. 4 0 obj Here are some referral CTA examples weve seen used across different industries. The page gives a clear description of the program, outlining every step a customer needs to take to earn their rewards. And as always, the fewer words used (while still getting your point across), the better. They should feel that you see them as an important part of your business and so they feel more invested in your business. If you join our referral program, youll earn [cash/item/service] for every referral who also purchases a new [item].. What does this mean? Automate business processes across systems. Explore our 38+ Referral Program Resources, Most Comprehensive Guide to Referral Programs, Expectations for Your First Referral Program, The Mechanics of a Referral Marketing System: How and Why it Works, Referral Programs 101: Building a Referral Program that Works, 6 Refer A Friend Best Practices And Tips For Success, How To Build a B2B Referral Program [The Ultimate Guide], What Is a Referral Link? They focus on a single, direct forward action: Join our program, Start sharing now, or Earn your first reward.. Get $15 off your first order. Share us with your friends and when they use the [discount amount] you send them, youll also get [cash amount] credited to your account. Empower your people to go above and beyond with a flexible platform designed to match the needs of your team and adapt as those needs change. Modify the form to include any required details, from housing information to mental health, or any other healthcare services that a client may be receiving. Construction contractors often get jobs through word of mouth and rely on recommendations from former clients. Finalize your template, save it in your computer, and print it out to start using it. Create fields for the details about the referral. Align campaigns, creative operations, and more. Contractors can customize the template to include whatever incentive would be most relevant and appealing to encourage customers to provide referrals. Streamline operations and scale with confidence. Be patient, and think of it as a long-term strategy. Lets look at three great examples below: When a referral clicks on the link in the referral message, they are brought to the MeUndies homepage. Customize the list to include all necessary steps to implement a strategic referral program, and then check off each one as it is completed. Your friend wrote: I just found my best fitting bra at True&Co. It should grab your customers attention and be interesting enough for them to click that CTA button. Simply add an eye-catching image and short headline text to the footer of the existing email template. Plus, since the customer just made a purchase and is highly engaged with your business, theyre more likely to accept a referral program invitation. After clicking on the Invite Friends & Get $5 button, members are brought to this program description page. Build easy-to-navigate business apps in minutes. One way to identify potential customer advocates is by using a Net Promoter Score (NPS) survey, which measures customer loyalty by gauging how likely a respondent will be to recommend a company, product, or service. Again, we focus on the two most popular referral channels email and social media. Improve efficiency and patient experiences. Social media is all about grabbing attention. Just like any marketing campaign, its important to keep people engaged and excited to generate word of mouth. You can think of promotions, competitions, and other methods which make your clients feel motivated to refer you to others. Is it more or less than five? When teams have clarity into the work getting done, theres no telling how much more they can accomplish in the same amount of time. Check out this site, The Clymb.com. It even adds a special note from the sender (this is a pre-filled message, but manages to gives the email a personal touch). This guides customers to the next step they should take after receiving the invitation. Keep your best affiliates and partners engaged on your own network, See how our platform has helped businesses across all industries, Live that automation dream with integrations for any type of business, Read about referral and affiliate programs, growth marketing, and more, A series of marketing playbooks for all marketers, from brand awareness to reputation management, The best of what weve learned through our years of referral programs and marketing, Run an affiliate program that can multiply your sales and raise your bottom line, In-depth documentation about our referral marketing software, The definitive guide to everything Referral Rock. Referral forms are used in a variety or fields, from health care settings to business and education. Move faster with templates, integrations, and more. But youd be surprised how many companies dont put much effort into promoting their refer-a-friend program. Sounds too good to be true? But try not to include too many extra questions or options you dont really need to run your program. This template provides an example of an email message that you can use to invite customers to participate in a referral program. Aside from this, it keeps its referral landing page simple. x(6n6sHO@HEoU5)E:qUuwu?z}7j'>?|jO~T=|~B(+)byN_>?^zwB;!5G.8.tZ;dQU"{YOU Report: Empowering Employees to Drive Innovation, Improve Your Referral Program with Real-Time Work Management in Smartsheet. Maximize your resources and reduce overhead. Learn why customers choose Smartsheet to empower teams to rapidly build no-code solutions, align across the entire enterprise, and move with agility to launch everyones best ideas at scale. Share the love. Shop now and get $15 off your first order! A referral form template can serve different purposes depending on your industry. This is the first step of your referral program and one of the most important. Create a header which says Referral Form at the top of the page. 2022. No-code required. End with a link or CTA button to a referral program landing page where they can learn more details. $10 is yours, fair and square.. Customers will usually open thank you and receipt emails, which makes them the perfect place to include some lines about your referral program. The best way to do this is through a referral program FAQ. To do this, you have to make sure that what youre offering is the best thing ever. If not, they wont even want to refer others to your company. 2 0 obj Finally, give referrals too. Groupon offers great deals on local restaurants, things to do and even goods. % Your friend who referred you will get a reward too.. One of the most effective ways to attract new customers is to get referrals from loyal customers who continue to purchase your products or utilize your services. Todays most successful businesses know how to use social media. This is one of the most effective ways to get referrals in return. Even if your subject line tells them what they can earn, its always good to reiterate. Friends and family program. This recruitment referral form provides space for entering instructions along with basic identification and contact information. The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. The page restates the headline, gives a little more description of the program, and provides the customer with a few easy ways to share. Can you even locate the link at a quick glance? Even if your referral program hasnt launched yet, you can send out a mass invite with a link to a pre-signup form. You can assign the referral link (or referral code) while theyre still on your website, through a customer referral portal, or send them an email or message. This is the title or main text describing your referral program. By clicking the referral link, they learn more about your brand and hopefully become a referral, lead, or new customer. Organize, manage, and review content production. A referral landing page is where someone is sent after clicking a referral link (usually on an email, social media post, or even a website menu link). Send your advocates timely emails or messages updating them with how many referrals theyve sent, new rewards they can earn, limited-time contests, and any other news about your referral program. Here are some common factors we see across the best performing refer-a-friend programs: 1. Most of the time, businesses use the following customer referral template for their social media invites: Here are some great examples of how companies use social media to invite customers to their referral program: Join our referral program and share it with your friends to score some savings. If you want to make it more specific, then type something like Patient Referral Form or Client Referral Form.. Individual emails also works especially well for businesses with a longer sales process. << /Length 5 0 R /Filter /FlateDecode >> There are lots of referral program email templates you can use to invite customers to your program: a bulk email, an individual email, a receipt email, a re-engagement email invite. It doesnt need to take a lot of space. Explain what they need to do to sign up for the referral program using concise, step-by-step instructions. Before we get into the parts of a referral program template, it helps to know the target audience of your referral program. Nice job! Move faster, scale quickly, and improve efficiency. Then, the email hooks the referral with an enticing $15 just for you offer. Get your first surprise just for signing up!, Woohoo! Now that you know about the key elements of a referral program templates, and have seen a lot of great examples, its time to create your own. Your referral landing page will depend on your type of business, and the next step you want referrals to take. This customer referral template provides current customers with a simple form for referring individuals or businesses as potential customers. 1 0 obj Heres a checklist you can use to build out your own referral program template: COMPANYAbout UsServicesPlans and PricingStart a Free Referral Program, RESOURCESGrowth MarketingReputation ManagementReferral ProgramsB2B Sales and MarketingAffiliate MarketingBrand Strategy. <>/ProcSet[/PDF/Text/ImageB/ImageC/ImageI] >>/MediaBox[ 0 0 612 792] /Contents 4 0 R/Group<>/Tabs/S/StructParents 0>>

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