The #1 Humanized Marketing Platform

A step-by-step guide: Create your Refer a Friend campaign!


To create your Refer a Friend campaign you will have to login to your account on e-satisfaction’s dashboard, go under the section “e-shop Configuration  Humanized Marketing Automations Settings  Refer a Friend → New entry” and follow the steps bellow. 


Before creating and launching your own Refer campaign, you will need to follow this guide to prepare

  • visual which will motivate the referrer to fill in the e-mail of a friend
  • two html files that will include two different discount codes (one for the referrer and one for the referred)

Now let's start setting up your Refer a Friend campaign! :)

Step 1: Visual


Once you upload your visual, you will be able to see a preview of it. 

Fill in the text of your Call to Action button, choose its color and you're done!  

Step 2: Newsletter Referrer

After preparing the html files for the newsletters, you will have to set up the newsletter for the Referrer, following these simple steps.

1. Subject: Fill in the Subject of your campaign. This is the subject title that will appear in your recipients' inbox (referrer).


2. Referrer Coupon: You can select the coupon type of your newsletter. You have three options regarding the type of your campaign.

  • single code, a single coupon code for the referrers
  • a list of coupons. Upload a CSV file with the coupons for the referrers
  • no coupon.


3. In the last step, you will have to upload the html file you have already prepared for the referrers.


Important note: The html file should contain the {$coupon} variable. If you have selected the No coupon option, the {$coupon} variable should not be included in the html file.

Step 3: Newsletter Referred

Now you will have to follow again the same steps as before.

1. Decide the subject of the e-mail for the referred.

2. Select the Reffered Coupon Type.

3. The html file for the referred should contain the {$coupon} and an {$name} variable,  show the referrers e-mail address to motivate the referred user and create more trust. 

Step 4: General Configuration

In this final step, you will have to include the Settings of your Referral Campaign. 

1. You should choose the stages that you would like to display your Refer a Friend campaign (Check out and/or After Sales)


2. Fill in the Display Condition you want to appear the Refer a Friend campaign (e.g NPS ≥ 9)


3. Change the status to Active.


4. In case you have uploaded a CSV file with a list of coupons, you will have to fill in

  • the e-mail on which you wish to receive your low coupons volume alert
  • the remaining number of coupons you want to be alerted for.


5. Click on "Create".

Horrayyyyy, you just launched your Refer a Friend campaign!!!


Was this article helpful?
0 out of 0 found this helpful