Read this page as a quick path: scan the headings, use the step blocks, and escalate if the expected result does not happen.
Yes. Referral Factory email templates support dynamic variables that pull in personalised data for each recipient.
Standard variables available for the Lead include:
Standard variables available for the Referrer include:
If you have added custom fields to your referral link page or to your referrer records, those may also be available as variables in the email editor.
{First Name}— the recipient's first name{Referrer First Name}— the referrer’s first name{Referrer Referrals Count}— the number of leads a referrer has invited{Referrer Converted Referrals Count}— the number of qualified leads a referrer has invited{Referrer Referral Link}— the referrer's unique referral link{Referrer Portal Link}— the link to the referrer’s portal