Read this page as a quick path: scan the headings, use the step blocks, and escalate if the expected result does not happen.
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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