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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 → Library → New entry”. Select Refer a Friend from the drop-down menu 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: Automation

Define the name of your campaign. For example: Refer a Friend-Check out.


Step 2: 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 3: 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 4: 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 5: General Configuration

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.


Step 6: Set up your campaign

In this final step, you will have to go under the section “Humanized Marketing Automations Setting  --> Campaigns  --> New Entry”.

1: Select the customer segment to display your humanized marketing automation.

      Here you can find more information about each customer segment.

2: Select your preferred automation, i.e. Refer a Friend, Callback Request etc.

3: Click on “Create”


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


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