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EmailsOverview2 min readUpdated 2026-03-11

The 'You've been referred' email (lead notification)

This email is sent to the person who was referred immediately after they submit their details on the Referral Link Page.

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This email is sent to the person who was referred immediately after they submit their details on the Referral Link Page.
It confirms their submission and can be used to:
This email goes to the lead, not the referrer. It is one of the few campaign emails addressed to a referred person rather than the person doing the referring.
Customise the subject and body in Campaign Settings → Emails. You can use the {First Name} variable to personalise it.
  • Reiterate the offer they were referred for
  • Tell them what happens next (e.g. a team member will be in touch)
  • Keep your brand top of mind while the lead is still warm

Best practices for this email

This lead did not find you through an ad — they were introduced by someone they trust. Your email should reflect that.

Subject line

  • Reference the person who referred them to activate the trust relationship. "[Name] thought you would love this" consistently outperforms generic subject lines.
  • Examples: "Your friend [Name] sent you something", "[Name] referred you — here is your welcome offer", "You have been referred by [Name]".
  • Keep it under 50 characters. Use the {Referrer Name} variable.

Email body

  • Open by naming the person who referred them. This is the trust anchor — start with the human connection, not your brand pitch.
  • State the lead incentive or welcome offer clearly and prominently. What do they get for being referred? Make this the visual center of the email.
  • Explain what to do next in one to three steps — keep it minimal. Do not overwhelm someone who may be new to your brand.
  • Use a strong, specific call to action that matches your conversion goal. "Claim your discount" is stronger than "Learn more".
  • If there is a time limit on the offer, state it clearly and early in the email.
  • Use the {First Name} personalisation variable to address the lead directly.

Tone

  • Warm and welcoming. This person was introduced by a friend — match that warmth and make them feel expected, not marketed to.
  • Avoid corporate language. "You have been added to our referral system" is wrong. "Your friend sent you this" is right.
Related strategy reading

Go deeper with Learn

This help article explains the setup. These Learn guides explain the bigger strategy, planning, and real-world use of referral programs.

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