FeedsyReferral Set-up Step 1 of 7 14% Your contact detailsThis is for us to communicate to you about this set-upBusiness Name* Name* First Last Best Email* Best Contact Phone* Your State* ACT NSW NT QLD TAS SA VIC WA HiddenPackage Communicator Communicator Lite Campaigner Campaigner Lite Advocator Advocator Lite Group Sender HiddenUpgrade Yes No Landing pageThis is where your referrers provide contact details for the referral. It may contain information about an incentive.Allow referrer to recommend someone from a list*Do you wish to include a drop down list so the referrer can select an individual from your team? A "No" will mean that only one person (or the team) will be recommended and be the name in all referral communications. Yes, you will provide a list of names No, you will just provide a single name Please list the people to be recommendedEg: John Smith Mary Brown Harry ChowType of Reward* Incentive (promoted reward) Surprise (not promoted reward) Thank you (not promoted) Follow-up Email*Do you wish to send: 1 auto follow-up email from you to the referral (2 days after the referral), or 2 auto emails (with the second sent 9 days after the referral date) 1 only (2 days after the referral) 2 (second sent 9 days after referral) Title*This will also be used in the promotional row of your FeedsyMail Don't keep us a secret Refer a friend Refer and go to the movies Give $100 credit to you and a friend Intro text*This will also be used in the promotional row of your FeedsyMail If you know anyone who might benefit from our services we would welcome an introduction. To show you our appreciation we are offering a $25 Movie Gift Card* for every referral we have a conversation with. Refer a friend and you both receive a $100 off your next bill* when they sign-up. Footer text (part one)This explains to the referrer what will happen next (but not about the reward).Your referral will trigger two emails. One is a recommendation email from you to them and the other a follow-up email from us to them. Both emails will provide details for them to contact us. We may also try and directly contact them again later.Footer text (part two) - SKIP IF NO REWARD IS PROMOTEDThis explains any conditions about the reward (optional) You will receive your gift as soon as we have a direct conversation with your referral. You will both receive your reward as soon as they sign-up with us. Privacy Policy* Thank you pageThis is where the referrer is thanked and asked if they would like to provide another referral. This text also goes under the referral button on the referral promo row on your FeedsyMail.Title* Thank you Thank you text* Referrals are the lifeblood of our business. A referral is the greatest compliment you can give us. Another referral text*Appears under the thank you text Do you want to keep that good feeling going and recommend someone else? Do you want to keep that good feeling going and earn another reward* by recommending someone else? Do you want to keep that good feeling going and earn another reward* for you and someone else with another recommendation? Email notification to youThis is sent to your business alerting you about the referralWhat name the email be addressed to?*If you want it to be same as from the drop down list of names to recommend then enter: First: FROM Last: LIST First Last Email Email messagePLEASE PROVIDE DETAILS INSIDE OF []s BUT DO NOT EDIT TEXT INSIDE OF THE {}s. It will begin: Hi [Your first name].Congratulations! You have received a new referral: {Your Name (First):11.3} {Your Name (Last):11.6} has referred you to {Their Name (First):12.3} {Their Name (Last):12.6}. Source of link click: {Source:13} After two days {Their Name (First):12.3} {Their Name (Last):12.6} would have auto-received one email from {Your Name (First):11.3} and another from you. So in 3-7 days time, we recommend either calling or directly emailing {Their Name (First):12.3} again to follow up on your warm lead. You could even first see whether they have opened or clicked on your intro email in your FeedsyMailHQ (FeedsyReferral list). If they are not yet ready to meet with you now, maybe invite them to receive your FeedsyMails and then add them to your FeedsyList. Please note: As {Their Name (First):12.3} {Their Name (Last):12.6} has not opted-in, they are not in your main FeedsyList so will not receive your email newsletters (unless you add them to it after you first ask them if it is OK). Good luck and let us know how it goes! Regards, the FeedsyReferral Team. Thank the referrer emailFrom you to the referrerWho the email should come from*If you have selected a drop down list of names to recommend then enter: First: FROM Last: LIST First Last EmailIf you have selected a drop down list of names to recommend then this must be a generic email address, eg: admin@yourdomain.com.au Email subjectPLEASE DO NOT EDIT TEXT INSIDE OF THE {}sThank you so much for referring {Their Name (First):12.3}Email messagePLEASE PROVIDE DETAILS INSIDE OF []s BUT DO NOT EDIT TEXT INSIDE OF THE {}s. It will begin: Hi {Your Name (First):11.3}. Thank you so much for recommending {Their Name (First):12.3} {Their Name (Last):12.6} to our business. It means the world to us. Just so you know, we sent {Their Name (First):12.3} an automatic recommendation email from you to make your life easier and we will follow them up in the next week or so. We promise to keep their details safe and free from spam! [We'll be sending you your [reward] to show our appreciation as soon as [condition is met]]. Thanks again. Regards, The team at [Trading Name]. PS: If you want to keep spreading the love you can always refer again. Email from referrer to referralThis is the recommendation email (in the language of a typical client) and needs to be short and very informal. It contains the first element of your Referral statement: BUSINESS/SERVICE TYPE.Email subject* My financial adviser's details My accountant's details My insurance person's details Email message*PLEASE PROVIDE DETAILS INSIDE OF []s BUT DO NOT EDIT TEXT INSIDE OF THE {}sHey {Their Name (First):12.3}. I can’t remember whether I’d mentioned this before - but I reckon you should contact [Full Name] or [the team] from [Business Name]. Best contact details are [BEST EMAIL ADDRESS] or [BEST PHONE NUMBER]. Or they might contact you as I passed on your details (hope that is OK). Speak soon, {Your Name (First):11.3} Follow-up email from you to referralThis is sent from you 2 days after the initial referral. It contains both parts of the Referral Statement.Your business/service type*Can be slightly more formal (from you) financial advisers accountants insurance agents How you typically help people (like the referrer)*How might they describe how you help them in 1-2 sentences (avoid jargon). We catch up regularly with our clients to keep their finances in order and working for them. We really get to know people so we get them the best tax deductions. We help people invest in ethical companies. We make sure people are not getting ripped off with dodgy insurance. Who the email should come from* First Last Email address from* Email Subject[ReferrerFullName,fallback=Your friend] recommended I contact youEmail message*This will include the two elements of your Referral Statement and will begin with: Hi [their first name]. and will end with your Full Name.[ReferrerFullName,fallback=A mutual friend] suggested we contact you. As you may already know, we are [business type]. [How you help people]. If this sounds of any interest to you I would welcome a PLEASE SPECIFY, EG: PHONE CHAT / CHAT OVER A COFFEE SOMEWHERE NEAR YOU. Probably the best way to do this would be PLEASE SPECIFY, EG: EMAIL A EMAIL ADDRESS WITH A TIME THAT SUITS YOU / CALL (XX) XXXX XXXX / BOOK A TIME BY CLICKING HERE. If I don’t hear from you I will give you a call in a week or so. I hope that is OK. Regards,Do you wish to send a 2nd follow-up email?*This is sent 7 days after the 1st email (9 days after the referral). Yes No 2nd Email SubjectRe: [ReferrerFullName,fallback=Your friend] recommended I contact you2nd Email message*This is only sent if the first email is not opened.[ReferrerFullName,fallback=A mutual friend] suggested we contact you. As you may already know, we are [business type]. [How you help people]. If this sounds of any interest to you I would welcome a PLEASE SPECIFY, EG: PHONE CHAT / CHAT OVER A COFFEE SOMEWHERE NEAR YOU. Probably the best way to do this would be PLEASE SPECIFY, EG: EMAIL A EMAIL ADDRESS WITH A TIME THAT SUITS YOU / CALL (XX) XXXX XXXX / BOOK A TIME BY CLICKING HERE. If I don’t hear from you I will give you a call in a week or so. I hope that is OK. Regards,
