Create a Branded Experience
Referral Boost allows you to create a fully branded referral experience for your contacts—from the first email they receive to the confirmation message after submitting a referral.
You’ll set up and manage these templates from the Templates tab in the Referral Boost section of the dashboard.
Where to Customize Templates
- Go to the Referral Boost section in the navigation menu.
- Click on the “Templates” tab.
- From here, you can edit the three key templates:
- Contact Invitation Design Email Template
- Referral URL Page
- Thank You Page
1. Email Template
This is the referral invitation email sent to your contacts. It includes their personal referral link and should reflect your brand identity.
You can customize:
- Company logo and brand colors
- Subject line and email body
- Call-to-action button (linked to the referral form)
2. Personal Link Landing Page
This is the page people see when they click on a contact’s referral link and will have the form they can fill out if they are interested in the product being referred.
You can customize:
- Header image or logo
- Introductory message
- Call to action to complete the referral form
3. Thank You Page
This is the confirmation page shown after someone submits the referral form.You can access the thank you page at the bottom of the Referral URL Page.
You can customize:
- Main title
- Thank you content
- Optionally include a button with a link to redirect to your website
Final Check
Once all three templates are customized:
- Review each one to ensure consistency in branding and tone
- Test the email and link flow to ensure everything is working as expected
- Make updates anytime through the Templates tab