How to create a referral campaign template?
Using Birdeye, businesses can ask their customers for referrals which can help them get new customers and increase revenue. You can create referral campaign templates within your account and use them in referral email or text campaigns. This will allow your customers to click on one or more referral sources and refer your business to their family and friends.
CREATING A REFERRAL TEMPLATE
Log in to your Birdeye account and click on the 'Campaigns' tab on the left navigation rail. Now, go to the 'Templates' tab on the top panel.
On the 'Templates' page, you can see the templates categorized under 'Text' and 'Email' tabs. To understand how to create a referral email template, let's take the 'Email' template as an example.
To create a new referral email template, go to the 'Email' tab, click on the 'Create template' button on the top right and select the 'Referral' option.
On the new page, you have the ability to customize the entire template in line with your business needs. Here, you can customize five different sections of your referral email template - 'General', 'Referral image', 'Referral request email', 'Referral message', 'Referral form' and the 'Thank you page'.
The template name will be set as 'Referral email' by default. To customize the template name, click on the 'Pencil icon' and make the changes.
GENERAL
The 'General' section allows you to set a reply to the email, and set an email signature. You can customize the fields in this section to offer rewards or gifts for customers who provide successful referrals.
NOTE:
You can personalize the email signature in this section using tokens. To add a token, click on the 'Add token' drop-down menu that appears under the text box and select the token you want to add.
| Reply to Email | If you want to enable customer response, select the 'Business location's email address option. In this case, the customer response will be sent to the email address of the selected business location. NOTE: If you wish to change this email, visit the 'Profile' section under the 'Settings' tab. |
| Signature | This field allows you to personalize your email templates via tokens. The tokens fetch the location's name, phone number, or other relevant details automatically and add those details to the referral email. |
REFERRAL IMAGE
This section allows you to change the default image that will be sent in your email as well as referral form.
NOTE:
To add a new image, make sure the image size is 1200 X 628.
REFERRAL REQUEST EMAIL
This section allows you to customize the messaging and referral sources.
| Custom HTML Mode | This field allows you to customize the email further by embedding HTML code. |
| Email subject line | By default, the email subject line will be set as 'Share the love!', use the 'Email subject line' box to configure a new subject line. |
| Heading | This field allows you to add a customized header line to your email. |
| Message | This field allows you to add a customized message to your email. |
| Referral sources | This field allows you to select up to four referral sources through which you want your customers to refer your business. To change the order of the sites, you can drag and drop the buttons, and arrange them in the order you want. |
| Preview | To preview the email, click on this button. |
NOTE:
Businesses can include hyperlinks within the referral lead forms.
REFERRAL MESSAGE
This section allows you to configure a customized message that you want your customers to share on the referral sources you have chosen. This message will determine the effectiveness of your campaign.
You can customize the 'Email subject line', and the default message in this section. You can also add tokens to personalize the message. It will include a link to Birdeye referral form wherein your customer's referrals can enter their information.
REFERRAL FORM
This section allows you to configure the 'Referral form'.
| Custom referral form | If you want to redirect the referees to a form other than the Birdeye referral form, enable this button and enter the URL to which you wish to redirect the referees. |
| Heading | Allows you to add a customized heading to your referral form. |
| Message | Allows you to configure a message on the referral form. |
| Text on button | This field allows you to customize the text on the button configured on the referral form. |
| Questions on referral form | Enable this section to configure the questions and answer choices on the referral form. By default, you can customize three choices. To add more options, click on the 'Add option' button. |
| Preview button | Click on this button if you wish to preview the page at any point. |
THANK YOU PAGE
In this section, you can customize the message that will appear on the 'Thank you page', after a customer submits their feedback. Enable the 'Thank you' page to customize three different fields detailed under:
| Heading | Allows you to add a customized heading to your 'Thank you page'. |
| Message | Allows you to add a customized 'Thank you' message. |
| Preview button | Click on this button if you wish to preview the page at any point. |
NOTE:
The 'Thank you' page will not be available for customization if you use a 'Custom referral form'.
This template when used in a referral campaign, will allow your customers to click on one or more referral sources and refer your business to their family and friends. To learn how to create and run a referral campaign, read the help center article: How to create a referral campaign?