Campaign Management
Referral Message Templates
Ready-to-use message templates your advocates can copy and send to friends, family, and colleagues.
The best referrals happen in private conversations - a text, a DM, an email to a colleague. Give your advocates a starting point so they don't have to figure out what to say.
These templates are written to feel personal and helpful, not salesy. Advocates should swap in their own details and send in whatever channel feels natural.
Text message
Short, direct, and easy to read on a phone.
Hey [Name] - I've been using [Business Name] for [service, e.g. lawn care / HVAC / personal training] and honestly couldn't be happier. Thought of you because you mentioned dealing with [problem]. My referral link gets you [friend reward, e.g. $25 off your first job]: [your referral link]Email to a colleague or neighbor
A bit more detail for someone who might want context before clicking.
Subject: Thought you'd want to know about this
Hey [Name],
I've been working with [Business Name] for a while now and keep meaning to tell you about them. They handle [type of service] and have been reliable, fairly priced, and easy to work with - which, as you know, is harder to find than it should be.
I have a referral link that gets you [friend reward, e.g. $25 off your first job]. Here it is: [your referral link]
Worth a look if you ever need [service type].
[Your name]Private Slack or Discord message
Gets to the point fast for a group or DM context.
Anyone here use a [type of service] in [area]? I've been using [Business Name] and they've been great. I have a referral link if you want a deal on your first job: [your referral link]Social post (LinkedIn or Facebook)
Good for community groups or local neighborhood pages.
If you're looking for a reliable [type of service] in [city/area], I'd recommend [Business Name]. I've used them for [time period / specific job] and the experience has been consistently good. They're running a referral program right now - use my link for [friend reward]: [your referral link]Tips for advocates
- Personalize it. The closer the message is to your own voice, the more likely your friend is to act on it. Change the wording to sound like you.
- Be specific. Mention the actual service, a real job you had done, or a specific problem your friend mentioned. Generic messages get ignored.
- Don't mass blast. A personal message to one person who actually needs the service will outperform a post to 200 people who don't.
- Your link is unique to you. Every referral submitted through it is credited to your account. Don't share it publicly in a way that could attract spam submissions.
You can always find your referral link and check your referral history in your advocate portal.