Skip to main contentWhatsApp messages in Referbro are triggered at specific “Touchpoints” in the customer journey. Each touchpoint can be mapped to a specific Template.
Trigger: When a user manually clicks the “Share on WhatsApp” button inside the Refer & Earn widget (Storefront or Checkout).
- Context: The user is actively trying to refer a friend.
- Template Strategy: Use a direct, first-person message.
- Example: “Hey! I found this cool store. Use my link for $10 off!“
2. Post-Purchase Nudge
Trigger: A configured time (e.g., 1 hour) after a customer places an order.
- Context: The customer is happy with their purchase. This is the highest converting moment.
- Template Strategy: “Love your order? Gift your friends a discount and earn rewards manually!”
- Note: This is an automated message sent by the business to the customer, encouraging them to share.
- Important: To ensure Delivery Notification and Post Delivery Followup messages are sent correctly, please verify that orders are marked as Delivered in your Shopify Orders.
3. Referral Reward Notification
Trigger: When a friend successfully places an order using the referrer’s code.
- Context: The referrer has earned a reward. A moment of delight.
- Template Strategy: “Great news! Your friend bought something. You’ve earned $10 cashback. Keep sharing to earn more!“
4. Successful Referral (Friend)
Trigger: (Optional) When a friend signs up or clicks the link.
- Context: Confirming the discount is active.
- Template Strategy: “Welcome! Your $10 discount is ready to be used at checkout.”
