Okendo Referrals provides the option to customise your referral email strategy.
Choose between Okendo's native email capability for a straightforward, hassle-free approach, or disable direct sending and manage referral email distribution through your preferred marketing automation platform.
This allows you to choose the method that best aligns with your current marketing infrastructure and communication strategies.
💡 Learn more about customizing referral emails sent via Okendo.
In this guide, you will learn about:
Referral email templates
Managing email sending for referral emails is done at the individual email level in the Okendo admin panel.
⚠️ There are four email templates that you can configure to be sent directly via Okendo. Emails may also be disabled, allowing you to send referral emails through your marketing automation platform.
Disabling referral email sending
To disable referral emails sent via Okendo, go to Mail > Configure > Mail Templates and locate the Referrals email templates section.
Open each template and click the button labelled "Disable Sending".
Click the "Stop Sending" button on the modal to confirm you want to disable sending referral emails via Okendo.
You should now see a confirmation that you have successfully disabled sending emails via Okendo for that specific email template.
❗️ There are four email templates to disable when sending referral emails via your marketing automation platform.
⚠️ If you wish, it is possible to mix and match where emails are sent from. One email type may come directly from the Okendo platform, while another could be sent via your marketing automation platform.
Enabling referral email sending
To enable referral email sending via Okendo, go to Mail > Configure > Mail Templates and locate the Referrals email templates section.
Open the template and click the button labelled "Resume Sending".
Click the "Resume Sending" button on the modal to confirm you want to disable sending referral emails via Okendo.
You should now see a confirmation that you have successfully resumed sending emails via Okendo for that specific email template.
⚠️ Remember to enable ALL disabled templates when reenabling sending via the Okendo platform.
Sending referral emails via a marketing automation platform
Okendo works with several marketing automation platforms, allowing you to send more personalised messages and helping boost engagement with your referral program.
Current platforms supported by Okendo include:
Klaviyo
Attentive
Braze (coming soon)
Iterrable (coming soon)
Read the following articles to learn more about integrating and configuring each platform with Okendo Referrals.