You've created your referral program and it's running in your newsletter.

What next?

Now it’s time to make sure your subscribers know about your ambassador program and engage with it. Keeping subscribers engaged can be the difference between a referral program that’s successful and one that isn’t.

Luckily, you only need to set up a few automated emails to achieve this goal.

(Here’s a rundown of the emails we recommend sending and why.)

⚠️ These emails are recommended for any referral program, regardless of your goal or rewards.

How to set them up in ConvertKit

Reward email:

You can import the Reward Email automation into your ConverKit account by clicking here.


Intro email:

You can import the Intro Email automation into your ConverKit account by clicking here.


First Referral email:

You can import the First Referral Email automation into your ConverKit account by clicking here.


Referred email:

You can import the Referred Email automation into your ConverKit account by clicking here.


Segments

SparkLoop makes it easy for you to segment your subscribers and send them targeted messages, for example:

  • Send a message to all subscribers who have been referred.

  • Send a message to subscribers who have 3 or more referrals.

  • Send a message to subscribers who haven't referred anybody in 2 months.

You can set up these segments very easily using SparkLoop-generated custom fields, in particular: RH_ISREF, RH_TOTREF and RH_LASTREF.

How to create a segment in ConvertKit

In this example, we are going to create a segment of subscribers who have 3 or more referrals, but the same process can be used to create any custom segment.

Step 1: Go to ConvertKit's dashboard > Subscribers and click on Create a segment.

Step 2: Click the Add filter button. From the dropdown, choose Custom field > RH_TOTREF > Is greater than and enter the number.


⚠️ Note: You can add as many filters as you want. You can use this feature to create more dynamic segments (e.g.: subscribers who have more than 2 referrals AND have been referred).

Step 3: When you've added all your filters, click on Save. ConvertKit will show all the subscribers that currently match your filers.

Using segments in ConvertKit

So you've created a segment in ConvertKit.

Now you can target specific segments with targeted emails and/or automations. For example, you can:

  • Send a message to a specific segment instead of your entire list.

  • Trigger an automation for a specific segment

⚠️ Don’t forget to update your email automations when you add, delete, or change rewards.

Did this answer your question?