With our Standard and Premium plans, you can take advantage of the Client Referrals. A communications tool that will email your clients, asking them to refer a friend!
Contents
Video guide
This video demonstrates how to use Client Referrals.
Activate / deactivate
To enable or disable the Client Referrals:
- Go to Communication > Client Referrals
- Toggle the switch either On or Off at the top right
Edit the design of your email
- Go to Communication > Client Referrals
- Click on the Edit Design button
- Change the contents of your email
- Cover photo
- Background Colour
- Subject
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Message to recipient