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WhatsApp messages in Referbro are triggered at specific touchpoints in the customer journey. Each touchpoint maps to a template slot that you configure in WhatsApp Settings.
Looking for complete template configurations to use? Check out the Template Library to copy and paste ready-made templates for every touchpoint!

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Touchpoint Overview

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1. Referral Share (Widget)

Template Type: whatsappConfig Trigger: Customer clicks “Share on WhatsApp” in the Refer & Earn widget (storefront or checkout).
  • Context: The customer is actively choosing to refer a friend.
  • Template Strategy: Use a direct, first-person invitation.
Example Message: 
Hey! I just bought from this amazing store. Use my link for ₹150 off your first order! 👇

{{referral_link}}

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2. Post-Purchase Nudge

Template Type: orderConfig Trigger: Automatically sent after a customer places an order.
  • Context: The customer is at their happiest—right after purchase. This is the highest-converting moment for referrals.
  • Template Strategy: Encourage sharing while the excitement is fresh.
  • Timing: Sent shortly after order confirmation.
Example Message: 
Love your purchase? Share with friends and earn ₹150 for every friend who buys! 👇

{{referral_link}}

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3. Post-Referral Confirmation

Template Type: postReferralWhatsappConfig Trigger: After a friend successfully uses the referral link or completes a purchase.
  • Context: The referral has resulted in something positive. Reinforce the behavior.
  • Template Strategy: Confirm the successful referral and encourage continued sharing.
Example Message: 
Great news! Your friend just used your referral link. Keep sharing to earn more rewards! 👇

{{referral_link}}

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4. Nudge / Reminder

Template Type: nudgeConfig Trigger: Scheduled reminder to customers who have referral codes but haven’t shared yet.
  • Context: Re-engage dormant referrers.
  • Template Strategy: Gentle reminder with emphasis on what they’ll earn.
Example Message: 
Don't forget—you can earn ₹150 for every friend you refer! Share your link now 👇

{{referral_link}}

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5. Reward Notification

Template Type: rewardWhatsappConfig Trigger: When the referrer’s reward is issued (after the reward return period).
  • Context: The referrer has earned their cashback, store credit, or gift card. A moment of delight.
  • Template Strategy: Celebrate the reward and encourage more referrals.
Example Message: 
🎉 You've earned ₹150 cashback! Your friend's purchase just paid off. Refer more friends to keep earning! 👇

{{referral_link}}

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6. Delivery Notification

Template Type: deliveryConfig Trigger: When the customer’s order is marked as Delivered in Shopify.
  • Context: The customer has received their product and can share a genuine recommendation.
  • Template Strategy: Strike while the iron is hot—they just received and experienced the product.
Example Message: 
Your order has arrived! 📦 Loved it? Share with friends and earn ₹150 when they buy. 👇

{{referral_link}}

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7. Referrer Delivery Notification

Template Type: referrerDeliveryConfig Trigger: When a referred friend’s order is marked as delivered.
  • Context: The referrer’s friend has received their order — the referral cycle is near complete.
  • Template Strategy: Inform the referrer and build anticipation for their reward.
Example Message: 
Your friend just received their order! 🎁 Your reward will be credited soon. Keep referring! 👇

{{referral_link}}

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8. Post-Delivery Followup

Template Type: postDeliveryFollowupConfig Trigger: A configured number of days after the order is marked as delivered.
  • Context: The customer has had time to use/experience the product.
  • Template Strategy: Leverage satisfaction after usage for a final referral nudge.
Example Message: 
Enjoying your purchase? Your friends would love it too! Share your link and earn ₹150 for each friend who buys. 👇

{{referral_link}}
Not sure which templates to set up first? Here’s the recommended order by impact:
PriorityTemplateWhy
🥇 Must HavePost-Purchase Nudge (orderConfig)Highest conversion — customer is happiest
🥇 Must HaveReferral Share (whatsappConfig)Core functionality for widget sharing
🥈 High ImpactDelivery Notification (deliveryConfig)Product-in-hand = authentic recommendations
🥈 High ImpactReward Notification (rewardWhatsappConfig)Reinforces earning, drives repeat behavior
🥉 Nice to HavePost-Referral (postReferralWhatsappConfig)Confirmation and encouragement
🥉 Nice to HaveNudge (nudgeConfig)Re-engagement for dormant referrers
🏅 AdvancedPost-Delivery Followup (postDeliveryFollowupConfig)Long-tail engagement
🏅 AdvancedReferrer Delivery (referrerDeliveryConfig)Complete referral journey awareness