Before you begin

Please ensure that your emails and pages are finalized before you use the Email Past Customers feature as the Referral Emails will be sent immediately once you upload your existing customer's details.

About this feature

The Invite Advocates feature allows you to send Referral Emails to your existing customers and automatically add them as Advocates in your referral program. This feature does not update the contact details of your existing Advocates that have the same email addresses.

There are 2 options for this feature:

  1. Email blast via CSV upload: For a large number of contacts, you can upload a properly formatted CSV file with multiple rows of contact information so that emails can be sent out in a batch
  2. Send individual email: For a small number of contacts or to send a working test Referral Email, you can enter each contact's details individually to send out emails one by on


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