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Evergreen Referral Content Block
Norma Cooper avatar
Written by Norma Cooper
Updated over a week ago

Creating an evergreen content block or template within your chosen CRM system that promotes your Refer a Friend program is a smart strategy that not only allows you to consistently drive awareness but also ensures quick additions for any historic and/or new flows that may be created.

The steps to configure this are below;

Design an Evergreen Content Block:

Create a visually appealing and informative content block that highlights and promotes your Refer a Friend program.

This block should include compelling copy, visuals (e.g., images or graphics), and a clear call-to-action (CTA) button that directs users to the referral program's sign-up page.

Consider creating a block with different messaging for those who have already signed up for your Refer A Friend program vs. those who have not.

Check out Klaviyo’s “Saved Content” guide here

Customization and Personalization:

Make the content block hyper-personalised by including dynamic content tags that can be customized based on user information, such as their name or recently purchased products.

Some key content tags are below;

First Name
{{ first_name}}

Purchased Item - Must be an event trigger
{{ event.Items.0|default:'' }}

Number of Referrals: {{ person|lookup:'Okendo Number of Successful Referrals' }}

Unique Shareable Link
{{ person|lookup:'Okendo Referral Shareable Link'}}

Conditional Display:

We encourage the use of conditional logic to display different messages to users who have already signed up for your referral program compared to those who haven't.

To do this, within your email template follow the below steps;

  1. Click on your desired section to be shown or be hidden

  2. Click on 'display options'

  3. Click on 'edit logic'

  4. Input the following snippet

    person|lookup:'Okendo Referral Shareable Link'

Tracking and Analytics:

Implement tracking mechanisms to monitor the performance of the referral promotion content block. You'll want to know how many recipients are clicking on the referral CTA, how many referrals are generated, and the overall impact on your email campaign's success.

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