Turn Your Happy Customers into Your Best Sales Team
Referral Boost is a contact-based email marketing tool that helps you turn your existing contact list (happy customers!) into new Advocates. Each contact is assigned a unique personal referral link and receives branded emails encouraging them to share it with friends. When a referral converts, the contact automatically becomes an Advocate.
What You Can Do with Referral Boost
- Upload contacts manually, CSV bulk upload, or via API
- Assign personal referral links to each contact
- Customize referral emails, landing pages, and thank-you pages
- Send emails in bulk or individually
- Automatically upgrade contacts to Advocates when referrals convert
- Send a welcome SMS to new Advocates (optional)
Where to Find Referral Boost
To access Referral Boost:
- Go to the Advocator Dashboard
- Click Email Marketing in the navigation bar
- Select Referral Boost
Referral Boost Tabs
Referral Boost is divided into five main tabs:
- Contacts
View and manage all uploaded contacts. Each has a unique referral link. - Converted Contacts
See which contacts referred someone who signed up. These are automatically upgraded to Advocates. - Sent Emails
Review the history of referral emails sent, sorted by most recent. - Templates
Customize your referral emails, landing page, and thank-you page with your branding. - Import History
Review past CSV uploads, view errors, and track import statuses.
How to Get Started
- Upload Contacts
- Add a single contact manually
- Or import a CSV of multiple contacts
- Required fields: First Name, Last Name, Email
- Optional fields: Phone, Sales Rep Email
- Customize Templates
- Email Template (referral invitation)
- Personal Link Landing Page
- Thank You Page
- Send Emails
- Send to all contacts, selected contacts, or individuals
- Use the “Send Email” button from the Contacts tab
Want to Learn More?
Use the links below for step-by-step tutorials: