Referral Rock

Use Referral Rock to send an email campaign inviting people to join your referral program.

When creating an invite campaign, you may choose to import a CSV of recipients or send a campaign to individuals that Referral Rock has collected as 'Potential Members' through our<a href="https://support.referralrock.com/en/articles/6584613-member-invite-automation"> Invite Automation Rules</a>.

To create an Invite campaign navigate to Invites &gt; Email Campaigns or <a href="https://app.referralrock.com/clientadmin/emailmessage/invitecampaigns.aspx" rel="nofollow noopener noreferrer" target="_blank">click here</a>.

An image showing the invite campaign page

 All of your Invite Email Campaigns are accessible on this page, showing Display Name, Subject Line, Status, Program, as well as actions to view, clone, edit or delete.

In the top right hand corner, select Add Invite Campaign and then choose to create campaign for <a href="" rel="nofollow noopener noreferrer" target="_blank">Potential Invites</a> or an Imported list.

If you choose Potential Invites, a list of collected potential invites will appear on the screen. The Source dropdown is available on the left to filter your Potential Invites by source.

You may Exclude any Potential Invite from the list by selecting Exclude.

Then, select the program you wish to invite people to join.

An image showing the Select Recipients page of the invite campaign modal

If you choose to import a list of recipients, select the program that you wish to invite people to then select Next.

Follow the CSV guidelines to successfully import your recipients into Referral Rock.

Note: Import files are limited to 10k rows per import.

Once you've completed the steps above, it's time to design your email. 

1. Adjust your template, subject line, and body as desired.

Choose to send your campaign Now or Schedule for later.

1. If you select, Now your emails will be placed in a queue to be sent out as soon as possible. Depending on load, this may take several minutes to complete.
2. When you select Schedule, you are able to select a date and time.

Select Save (if Scheduled) or Send (if sending Now).

1. Once you've completed the steps above, it's time to design your email. 
 1. Adjust your template, subject line, and body as desired.
2. Click Next.
3. Choose to send your campaign Now or Schedule for later.
 1. If you select, Now your emails will be placed in a queue to be sent out as soon as possible. Depending on load, this may take several minutes to complete.
 2. When you select Schedule, you are able to select a date and time.
4. Select Save (if Scheduled) or Send (if sending Now).

An image of the Schedule Campaign modal and it's options

Note: At this time, program invitations are limited to one invite per person. Once a person has been sent an invitation, it is not possible to send them another invite using the Invite Campaign feature.

Choose your Invite Campaign Type

Potential Invites Campaign

Imported List Invite Campaign

Design & Send your Invite Campaign