Referrals

To get started, download the Referrals app from the SalesCaptain Marketplace before creating or sending referral requests.

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Creating a Referral Template

Referral templates define the full customer journey — from the first referral invite to the thank-you message after submission. You can build templates for SMS or Email, depending on how you want to reach customers. The overall flow and content sections remain similar across both channels. Navigate to Marketing - Templates to begin building your custom referral request.  Each template contains the following key parts:

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1. General

Set up the basic details of your referral message, including the subject line (for email) and your business signature or closing line. This ensures all referral requests reflect your brand tone and identity.

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2. Referral Request Text

Create your invite message that encourages existing customers to refer their friends.

• For SMS, this is the message that appears in their text thread.
• For Email, it appears as the body content of your referral email.

Keep it friendly, clear, and incentive-based (e.g., “Share and earn ₹500 off your next service!”).

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3. Referral Page

When customers click the referral link in your text or email, they’re taken to your Referral Page — a branded landing page that automatically generates a unique, shareable referral link. Customers can share this link via SMS or Email, depending on their preferred method.

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4. Referral Form

This is where referred friends provide their contact details so your team can follow up. There are two formats, depending on how the referral was sent:

• Text Referral Form: A mobile-friendly form for referrals coming through SMS.
• Email Referral Form: A desktop-optimized version for email referrals.

Both forms capture the essential information — typically the referred person’s name, phone number, and email address.

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5. Thank You Page

After a referral is submitted, the Thank You Page confirms that the referral has been received. You can customize this page with a short appreciation note, next steps, or incentive details.

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Tracking Referral Activity

Once you start sending or receiving referrals, everything appears under the Referrals tab in your SalesCaptain dashboard. You can monitor all referral progress across three main categories:

• Sent – Referral messages or links shared with your customers.
• Shared – Instances where customers have forwarded or shared their unique referral links.
• Received – New leads or customers who completed the referral form.

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Sending Referral Requests

After your template is ready:

1. Open any conversation in your Inbox.
2. Click the **Templates **option in the message composer.
3. Choose your referral template and select whether to send it via text or email.

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Best Practices & Tips

• Use clear language and short forms. A simple message and one-step referral flow convert better than complex offers.
• Encourage participation by rewarding both the referrer and the referred customer — even small rewards create motivation to share.
• Try sending a few referral requests via SMS and a few via Email to see which performs better with your audience.
• Review the Referrals tab regularly to identify top-performing templates or reward offers and refine your approach over time.