Move faster, scale quickly, and improve efficiency. 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. Even if your subject line tells them what they can earn, its always good to reiterate. Create a header which says Referral Form at the top of the page. It starts with the advocates name, which is a great jumping off point to build trust in the brand. You may already have an email template ready to re-engage these customers. I thought youd be interested in signing up to Groupon like me. Sometimes, people dont refer because they dont think you need referrals. 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. 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. Find tutorials, help articles & webinars. This type of referral invite works really well, as it shows customers you value your relationship with them. Theyre ready to refer and you dont want to keep them from sharing you with others. Moo invites customers to join its referral program using an attractive pop-up widget. Send advocates their referral link as soon as they signup to the program. Here are some tips to help you catch your customers eye. 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. Referral services can also use client referral form template to provide detailed information about their clients. Package your entire business program or project into a WorkApp in minutes. There are the four foundational elements of a referral program. The message also has a sense of exclusivity, which can motivate more referrals to join. Access eLearning, Instructor-led training, and certification. All the referral needs to do is fill out a short form and theyre all set. They can also start referring others right away. Then you can reach out to them as a representative of your company. The three templates below can be customized to fit your individual needs and are free to download. Theyve awesome print products and cool design finishes. Double your chances to win by sharing on Twitter as well. Check out this site, The Clymb.com. Here is a sample of a re-engagement invite: Hi there, old friend, we havent seen you around in a while, and just wanted to let you know were still here. The page restates the headline, gives a little more description of the program, and provides the customer with a few easy ways to share. Join MyPanera and start earning rewards and surprises just for being you. 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. Its a members-only website featuring premium Outdoor brands at up to 70% off retail prices! This guides customers to the next step they should take after receiving the invitation. Discount for an already great priced meal service., Hey Buddy, you should check out Groupon. Weve just launched our referral program and since youve been an awesome customer, we wanted to invite you to join. Earn up to $50 off on your next trip for every referral. Earn FREE [item] with your own personalized referral code! They direct all referrals to the business, They automatically apply the reward to the purchase (i.e., discount, credit), They connect the referral back to the advocate who sent them, They update and credit advocates with their earned referral rewards, A list of benefits or reasons someone should join, A link or CTA button to a landing page or sign-up page. Now the community is a little bigger and youre one step closer to getting your referral credit. For instance, in a medical setting, use a medical referral form template or a patient referral form template to write down specific information when you need to transfer the care of one of your patients to another doctor or clinician. $10 pending your friend just joined Massdrop! The Clymb does a fantastic job of showing referrals why theyre receiving the message. Be patient, and think of it as a long-term strategy. Social service agencies, schools, and hospitals may all use referrals to connect clients, students, and patients with specific services or new providers. Even if your referral program hasnt launched yet, you can send out a mass invite with a link to a pre-signup form. 2022. Manage and distribute assets, and see how they perform. 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. It should grab your customers attention and be interesting enough for them to click that CTA button. Before we get into the parts of a referral program template, it helps to know the target audience of your referral program. After all, it may be one of the first things someone reads about your business. 7KI"PEqG6Y/+qe,byBWjcr*bSu*`Gou;erp;: [i2W Ml;hd_G-+L]7r&wnOYd~&aGTT After clicking on the Invite Friends & Get $5 button, members are brought to this program description page. Social media messages can be sent from your advocate to a specific person, or shared in their bio page or status update for all their friends to see. The template is applicable to a wide range of industries and work settings, from real estate to retail to manufacturing. Nice job! Here are some referral link examples being used today: Youve attracted potential advocates to your referral program great job! Find a partner or join our award-winning program. Your friend who referred you will get a reward too.. 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. x[IqS+8}F}x11"` ;/U==3:ZfMWuUVVV2OoswzS{n=[Os}q{tza:}zmNozxqok?ukW_K~)4Yt}eN5 o#?t=7r/ COu oyVS^'W Here are a few great examples: Anyone who creates a Fiverr account immediately has the option to start referring others right away. % Sounds too good to be true? TemplateLab is not a law firm or a substitute for an attorney or law firm. The more visible a referral program is, the more chance it has to grow your business. The more they know about it, the more confident they will feel about referring your business to others. It even adds a special note from the sender (this is a pre-filled message, but manages to gives the email a personal touch). Give a friend [cash amount], and receive [cash amount] yourself. By clicking the referral link, they learn more about your brand and hopefully become a referral, lead, or new customer. -[Dq~O8P \Khb-;b,W1,,s~c$6")A"R!#sR$)RpD(+b|~^}YyE2*3=AD'b6Y^[V#\WAjDG R#>!1VsP6oZma/xvk[NHRw. In fact, we started a referral program and would love your friends to know about us, too. 2 0 obj Weve been working hard to create a referral program just for you. 3 0 obj Get answers to common questions or open up a support case. This makes it easier to spread the word about your business. See how our customers are building and benefiting. You can learn a lot by looking at the successful referral pages of other companies. Here are some referral CTA examples weve seen used across different industries. You can use a referral form in different settings and situations. [Customer name] is tired of keeping Fiverr a secret. The first message sent to referrals plays an important part in your program template. Include whatever additional details are necessary for your human resources department. They provide the name of the customer who sent the referral and a little information about the company. They focus on a single, direct forward action: Join our program, Start sharing now, or Earn your first reward.. We also round up some examples to show how using a referral template leads to marketing success. If you join our referral program, youll earn [cash/item/service] for every referral who also purchases a new [item].. Configure and manage global controls and settings. Keep in mind, referral CTAs arent meant to inform. [cash amount] for every sign-up. A referral form template can serve different purposes depending on your industry. A lot of times, businesses assume that their clients know all about their companies. 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. Not only is it free, its also where most of your existing and potential customers spend their time. Do a little research on social media to see if you have any connections. It gives all the information in one message: who they are, what they do, and what the new referral will earn. Contractors can customize the template to include whatever incentive would be most relevant and appealing to encourage customers to provide referrals. This basic referral form is ideal for making vendor recommendations. 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. endobj You have to ensure that your existing clients have enough information about the goods and services you have to offer. This exercise can provide structure for your planning process, help reduce stress, and ensure that nothing is overlooked. You can think of promotions, competitions, and other methods which make your clients feel motivated to refer you to others. Customers have several ways to refer others: Take a minute to think about what platforms you use to communicate with your family and friends. The form is simple and invites them to sign up for free.. Download Referral Program Email Invitation Word. Next generation referral program software that gets more referrals and brand awareness for ANY business. Again, we focus on the two most popular referral channels email and social media. Including the reward right in the subject line may even regain their interest. For instance, a referral form template can be very beneficial if you want to refer someone to your company for employment or business. When youre communicating with your clients, make sure to ask them if they know anyone else who may benefit from your services. Here are some common factors we see across the best performing refer-a-friend programs: 1. Use our tried and tested customer referral template to help you plan an effective program that gets results. How does earning a [cash amount] in store credit sound? PS[,Me]sAo:qgbPI7. {dS~fj\{y,E;UVLSYrnw*DOkc'Rz1T='es(j~O$*)b,%?rb)GiA%Zpj&. Dropbox sends all referrals to a form where they can sign up for an account. 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. refer someone to your company for employment or business, 40 Effective Staffing Plan Templates (Excel & Word), 40 Best Letter of Intent for Graduate School Samples, 40 Professional Lawn Care Contract Templates (FREE), 40 Useful Work Instruction Templates (Step by Step), 45 Notice To Quit Letters & Templates [3,7,14,30,60 days]. 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. Apart from your vendors and suppliers, treat your customers like your partners. Becky Simon. Treat all of your suppliers and vendors as partners and keep them updated regarding all of the services you have to offer. Friends and family program. Also, be sure to track which customers turn down an offer so that they can be removed from your list you want to improve and increase customer relations, not make them worse. No matter what type of program youre running, a good headline is necessary. 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. If you want to get as many referrals as possible, then make it as easy to join your program as possible. [+ How to Create Them], 16 Customer Loyalty Program Software Options for Your Business, How to Start an Affiliate Program: 8 Steps to Success. Share us with your friends and when they use the [discount amount] you send them, youll also get [cash amount] credited to your account. Plus, with all the available email marketing tools, you can easily customize and automate every message you send out. %PDF-1.3 To do this, you have to make sure that what youre offering is the best thing ever. The advocate is your existing customer (also known as a brand fan, ambassador, or referrer). Lets go through the advocates experience during a customer referral program: Referrals are the individuals being referred to your business by the advocate. Strategic Portfolio Management Tools, Q1 2022. Recognize, appreciate, and thank all of your resources for your referrals. Its placed in the referral invite, the landing page, and anywhere you promote your program. Copyright 2022Referral Rock Inc. All Rights Reserved. Businesses use referrals to build customer and vendor relationships, and to recruit new employees. For instance, the person filling up the form needs to write the information about the individual or business they want to refer. $10 is yours, fair and square.. This way, your customers wont even wait for you to encourage them, theyll voluntarily refer you to everyone they know! I also wanted to take this time to invite you to our referral program. If not, they wont even want to refer others to your company. Heres an easy way to check how visible your program is to the public: Visit your companys website and count how many steps clicks or scrolls it takes to your refer-a-friend landing page. Need help planning a great referral program? Its even a better if these invites are sent from an employee your customer personally interacts with. By signing up for your program, they are agreeing to advocate and promote your brand. Get actionable news, articles, reports, and release notes. 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. But how can you encourage your customer base to make these referrals? The great part about a referral invitation message is that it comes from a personal contact. Here are some tips to guide you: TemplateLab provides information and software only. Here are some great referral email template examples: The key to a scalable referral program is keeping up promotions, even after advocates have signed up. You can also list client demographics along with the referral source and reason for the referral. The referral friend landing page is where all referrals are directed after clicking on the referral link shared by existing customers. Improve efficiency and patient experiences. Use them to transfer important information from one individual or department to another. 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. But try not to include too many extra questions or options you dont really need to run your program. You can also include a space for the persons reason for making the referral. % If you want to make it more specific, then type something like Patient Referral Form or Client Referral Form.. Choose triple-thick Luxe paper, modern design templates, and ultra-jazzy finishes like Gold Foil and Spot Gloss. Referral forms are used in a variety or fields, from health care settings to business and education. An added benefit is you can always add or remove any information as your referral program grows. Get [cash amount] in credit when your friends receive their first purchase. Limited time only: Promotion ends on October 21, 2016, Ask us about our #referral #program and well let you in on a simple way to make some extra cash #insurance #relationships #clients #weho, Are you a GetStocks Account Holder? Aside from this, it keeps its referral landing page simple. Download any of the templates below for free and customize them to fit your needs. Inspire confidence in your clients. <>>> [Customer name] wants to give you $15 to try True&Co. Give your clients a reason to refer you to others. Heres an example: We want to fill you in on a secret. Youre basically asking existing customers to recommend friends and family through your referral program. Referral links are what make your program work. endobj All referralemailsneed a clear call to action (CTA). Include complementary providers in your program which you wouldnt hesitate to recommend to your best customers and clients. Finalize your template, save it in your computer, and print it out to start using it. In this article, we walk you through each part of a referral program template. People are more inclined to click and read through. Streamline operations and scale with confidence. If you sign up, we both get a $10 VMP account credit for use in the member store or account renewals.. I just joined the best damn record club called Vinyl Me, Please. 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. Adjust the template based on the guidelines of your hospital, clinic, or other healthcare setting. Start with a short subject line like Get $25 for helping us, and then describe the benefits in more detail later on. It provides an easy way for advocates and referrals to learn more about your program. The template lists the name and contact information of the business providing the referral, as well as detailed vendor info. Just like its name Vinyl Me, Please sends a fun email template to its referrals. Thanks for sharing Allset! Now that you know about the key elements of a referral program templates, and have seen a lot of great examples, its time to create your own. They should feel that you see them as an important part of your business and so they feel more invested in your business. Invite your friends to [company] and theyll get 20% off. <>/ProcSet[/PDF/Text/ImageB/ImageC/ImageI] >>/MediaBox[ 0 0 612 792] /Contents 4 0 R/Group<>/Tabs/S/StructParents 0>> But the truth is, if you want your clients to refer you to others, you should share more of your business. Quickly automate repetitive tasks and processes. Plus, since the customer just made a purchase and is highly engaged with your business, theyre more likely to accept a referral program invitation. The referral call to action is what you want the advocate or referral to do. Explore our 38+ Referral Program Resources, Most Comprehensive Guide to Referral Programs, Expectations for Your First Referral Program, The Mechanics of a Referral Marketing System: How and Why it Works, Referral Programs 101: Building a Referral Program that Works, 6 Refer A Friend Best Practices And Tips For Success, How To Build a B2B Referral Program [The Ultimate Guide], What Is a Referral Link? Make the text bold, underlined, or a different color. 4 0 obj This customer referral template provides current customers with a simple form for referring individuals or businesses as potential customers. VR'u'L(<5dj L$LR]w93vq~4]v A]Obmc!>Wt0. In addition to establishing expectations, an FAQ can save you a lot of time handling support questions. The best part is, you will earn [cash amount] for every referral that makes a purchase! 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. Groupon offers great deals on local restaurants, things to do and even goods. <> %PDF-1.5 The refer-a-friend program is visible: This tip seems obvious. Want to get some more cool stuff? Fiverr uses a simple message to reel referrals in. But youd be surprised how many companies dont put much effort into promoting their refer-a-friend program. Lets break down what goes into a basic referral program landing page template. You can also use your existing drip email newsletters and other messages to promote your referral program. They follow a proven referral program template. Deliver consistent projects and processes at scale. When a customer recommends a business to friends and family, there is a built-in sense of trust due to the personal relationship something that is hard to achieve through advertising alone. Hey, Amigo! How can customers earn these benefits? 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). 3. Mass invites share general information, like the program offer and sign up process. Finally, providing referrals can be a reciprocal action. Shop now and get $15 off your first order! In cases where your clients dont make referrals, think of other ways they can recommend you to others. Copyright 2022 Referral Rock Inc. All Rights Reserved. If youve already created an effective referral form template, its time to explore how to get referrals. This referral list template can help you organize the process of creating a referral program. 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. x(6n6sHO@HEoU5)E:qUuwu?z}7j'>?|jO~T=|~B(+)byN_>?^zwB;!5G.8.tZ;dQU"{YOU Weve rounded up a few tips to get your referral message on the right track. endobj Social media message templates are designed for advocates to send to potential referrals. Doctors and other healthcare providers can use this medical referral form to refer patients for other health care services. For example, Sign up now or Click here for more information lets them know what comes next in the referral process. What does this mean? Maximize your resources and reduce overhead. Edit the invitation to reflect the benefits you offer customers and the steps they need to take to participate.
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