Overview
The Share Email & Reminder let advocates share your brand with friends via email, with an added option to send follow-up reminders. This two-step engagement helps maintain visibility and encourages friends to take action on their referral, especially if they missed the initial email.
Key Metrics
Open Rate: Percentage of recipients who open Share or Reminder emails (impacted by subject line and sender effectiveness).
Click-Through Rate (CTR): Percentage of recipients who click at least one link in the email.
Conversion Rate: Frequency with which friends complete the desired action after receiving or clicking the email.
Unsubscribe / Opt-out Rate: Percentage of recipients who opt out. High rates can indicate fatigue or poor targeting.
Time to Convert: Average time from the initial Share Email to Friend conversion. Helps determine optimal reminder timing. Check out the Time from Share to Event report to get this data.
Share Email Best Practices
Make the email feel like a genuine recommendation from a friend, with a clear offer and next step. The following structure aligns with variables in the Campaign Editor:
Subject Line & Preheader
Include Advocate name, brand, and the reward
Example: “Maria sent you 20% off at [Brand]”
Use the preheader to reinforce
Example: “Maria uses [Brand] and thought you’d like it too.”
Customizability: The subject line can be preset by your team or made editable by the Advocate, depending on your configuration.
Body Structure
Message from Advocate (personalized): This is the custom message the Advocate sends. It’s included by default and can be pre-written by your team, editable by Advocates, or disabled entirely.
Example: “Hey [Friend], I’ve been using [Brand] and wanted to share this with you.”
Brand Share Message (offer block): Highlight the incentive clearly.
Example: “Get $X off your first order at [Brand].” (Include key conditions if needed.)
Primary CTA: One clear button (e.g., “Claim your discount”) with a backup text link.
Why It’s Worth It: 1–3 short bullets with benefits, reviews, or guarantees.
Trust & Privacy: Explain why the Friend received the email and that no further emails will be sent unless they sign up.
UX & Design
Mobile-friendly and skimmable.
Focused on one main action.
Avoid clutter and competing CTAs.
Reminder Email Best Practices (for non-converted criends)
Send a gentle nudge, not spam.
Timing
Send reminder only if the friend hasn’t converted.
Typical timing: 1–3 days after the original Share Email.
Consider longer delays for high-consideration products.
Positioning
Acknowledge that it’s a reminder.
Example: “Reminder: Maria’s $20 off at [Brand] is still available.”
Content
Personalized Message from Advocate: Included by default in the reminder as well. Configuration matches the Share Email: pre-written, editable, or disabled.
Keep it short and reiterate that a Friend shared a reward.
Restate the offer with the same main CTA.
Optionally include:
One review, a top product mention, or a quick FAQ line.
Reaffirm trust and control.
Example: “Don’t want these? Click here and we won’t email you again.”
A/B Testing Ideas
To optimize Share and Reminder emails, test:
Subject Line Focus: Advocate name first vs. brand/offer first
From Name:
“{[advocate.firstName]} via Your Company”
“Your Company – invite from {[advocate.firstName]}”
CTA Copy: “Claim your discount” vs “Shop with $20 off” vs “Get started”
CTA Layout: Single CTA vs. repeated (top + bottom)
Social Proof: Include benefit bullets or reviews vs. none
Reminder Timing: 1 day vs. 3 days vs. longer delays for high-consideration products
Reminder Tone:
Short direct reminder
Reminder with urgency or expiration (only if the urgency is real)
All A/B testing elements above can be edited directly in the Campaign Editor. To learn more, check out our A/B Testing Guide.