Set up a refer-a-friend automation

Reward customers automatically when they refer a friend. This guide shows how to build a referral workflow in the CodexFit Automator that gives the referrer a free credit and sends a thank-you email to them and a welcome email to the friend they referred.

Follow along

Before you start

• Decide what the referrer gets. This guide uses a free credit bundle.
• Make sure the credit bundle you want to give already exists.
• Build the workflow switched off, and only turn it on once you have checked it.

Build the workflow

1. Open the CodexFit Automator and create a new workflow. Give it a clear name, for example Refer a friend reward.
2. Add the Customer referral complete trigger. It fires when a referred friend has joined. The customer on this trigger is the friend who was referred.
3. Add a Customer: Add free credit bundle action and connect the trigger to it.
4. Open the action and choose the credit bundle to give. Set the Target to Referrer so the credit goes to the person who made the referral, not the friend who joined.
5. Click Save.

Add the emails

Add two Communications: Send Email actions and connect each one to the credit action, so they send once the credit has been added. Save the workflow before you open an email action for the first time.

For each email:

1. Click Configure on the email action.
2. Choose the Target from the table above.
3. Write the Subject and the Content.
4. To personalise it, click Insert variable, pick an attribute such as First name and click Insert.
5. Click Preview email to check it, then Save.

Tip: The trigger's customer is the friend who joined, so the first name variable is only right in the email to the friend. In the email to the referrer, keep the greeting simple.

Check it, then switch it on

1. Click Save.
2. Use Test run to check the workflow before enabling it.
3. Turn off the Disabled switch when you are happy, and save again.

Every referral will now trigger the reward and both emails. You can see each run in the workflow's History tab.

Related guides

• Set up a referral scheme
• Use pre-built recipes in the CodexFit Automator