Set up automated emails for referrers and leads.
The Emails category covers the automated messages Referral Factory sends to referrers and referred leads. These emails help people join, share, verify, follow up, and understand what happens next in your referral program.
Use these articles when you want your campaign communication to feel on brand and timely. Clear email copy can increase sharing, reduce support questions, and remind customers to refer without making your program feel noisy.
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This email is sent to a referrer when someone uses their referral link and submits the lead form.
This email is sent to the referrer when one of their referrals moves from Pending to Qualified.
This email is sent to the person who was referred immediately after they submit their details on the Referral Link Page.
This email is sent when a reward is issued to a referrer (or lead, if you have a double-sided reward setup).
These are two completely separate features that are commonly confused. If you want to use your own branding for both, you need to set them up independently.
If you have created a custom email template but it is not appearing, this is almost always because the template was not saved after editing.
Start with the emails that explain how to join, how to share, and what reward is available. These messages shape the first impression of your program and should match your brand voice and campaign promise.
Yes. Referral Factory supports personalization fields so emails can include campaign, referrer, lead, and reward details where available. Use personalization to make messages clearer, but keep the copy short and easy to scan.
Yes, email settings can be adjusted when your team uses another communication channel or wants a quieter campaign. Before turning emails off, make sure referrers still know where to find their link and what to do next.
Reminder timing depends on your customer lifecycle. A useful pattern is to ask after a positive moment, then send occasional reminders tied to value, milestones, or campaigns rather than sending generic repeat messages too often.
Referral Factory includes several automated email templates (called Always On Emails) that send to referrers and leads at key moments in the referral journey.
Yes. Referral Factory email templates support dynamic variables that pull in personalised data for each recipient.
Yes. You can disable any or all of the six campaign email templates individually using the toggle on each email card in the Emails tab.
By default, campaign emails are sent from Referral Factory's own sending domain (e.g. noreply@referral-factory.com).
You can customise the subject line, body content, and personalisation variables for each of the Always On email templates.
A guide covering How to enable or disable specific email notifications in Emails.
Referral codes let you track referrals when a link is not the best handoff, and can also be used with Stripe checkout when you want code redemption and coupon discounts in one flow.
How to log into your Referral Factory dashboard using a password, magic link, Google, or SSO — and how to reset your password if you've forgotten it.
What works and what doesn't when it comes to UTM parameters, Google Analytics, Facebook Pixel, and other tracking tools on your referral pages.
How referrers sign up, log in, and use the branded referrer portal to find their referral link and track their referrals.
