This article will walk you through the process of setting up and optimizing the various emails sent by Duo to support your referral program. These emails are crucial touchpoints that keep your customers engaged and informed throughout the referral process, ultimately driving more traffic and sales to your store.
Types of Emails in Duo
Duo automatically sends several types of emails as part of your referral program. Each email serves a specific purpose, ensuring that both the referrer (the advocate) and the referred friend are fully informed and motivated to complete the referral process.
Duo Flow chart
1. Invitation Email
Purpose: The Invitation Email is sent to the customer immediately after they make a purchase if the order value matches one of the Duo price ranges defined by the merchant.
Timing: This email is sent immediately after the qualifying purchase.
2. Reminder Email
Purpose: The Reminder Email is sent if the customer has not yet completed the referral process within a certain amount of time. This email is triggered halfway through the authorized duration for inviting a friend.
Timing: This email is sent halfway through the referral window.
3. Refundable Email
Purpose: The Refundable Email is sent to the customer (the advocate) when their friend (the invitee) completes a purchase using the referral code. This email informs the customer that the referral is successful and is now refundable, pending merchant approval.
Timing: This email is sent immediately after the invitee’s purchase is completed.
4. Refunded Email
Purpose: The Refunded Email is sent when the merchant approves the refund for the successful referral. This email confirms that the cashback has been processed and credited to the customer.
Timing: This email is sent immediately after the merchant approves the refund.
5. Rejected Refund Email
Purpose: The Rejected Refund Email is sent when the merchant declines the refund request. This email informs the customer that, unfortunately, their referral does not qualify for the cashback.
Timing: This email is sent immediately after the merchant declines the refund.
If you are on the Startup or Pro plan, you can further customize these emails to align perfectly with your branding and tone. This includes modifying the design elements, such as colors and fonts, as well as adjusting the language and messaging to better resonate with your audience. Leveraging these customization options can significantly enhance the impact of your referral emails.