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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

When adding a URL button to any of these templates, you can use the Referbro Share Button URL endpoint (/whatsapp/share) as the button destination. It resolves the campaign’s Share Message and opens WhatsApp with a pre-filled referral message. See Share Button URL for the full syntax and configuration.

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1. Referral Invitation

Trigger: Customer submits their phone number in the Refer & Earn widget (homepage).
  • Context: The customer is actively choosing to refer a friend.
  • Template Strategy: Use a direct, first-person invitation.
Example Message:
See a ready-to-use sample for this touchpoint: Referral Invitation Template

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2. Order Confirmation

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:
See a ready-to-use sample for this touchpoint: Order Confirmation Template

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3. Delivery Notification

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:
See a ready-to-use sample for this touchpoint: Delivery Notification Template

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4. Post Delivery Followup

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:
See a ready-to-use sample for this touchpoint: Post Delivery Followup Template

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5. Post-Referral Follow-up

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:
See a ready-to-use sample for this touchpoint: Post-Referral Follow-up Template

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6. Referrer Delivery Notification

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:
See a ready-to-use sample for this touchpoint: Referrer Delivery Notification Template

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7. Reward Notification

Trigger: When the referrer’s reward is issued (after the reward return period). For Razorpay Payouts, this is sent after the cashback payout is processed.
  • 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:
See a ready-to-use sample for this touchpoint: Reward Notification Template

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8. Nudge Reminder

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:
See a ready-to-use sample for this touchpoint: Nudge Reminder Template
Beta Feature — This touchpoint is available only when Razorpay Payouts is enabled. Contact arjun@referbro.com to enable it for your store.
Trigger: When Referbro creates a RazorpayX payout link for a cashback reward.
  • Context: The referrer must open the link and enter UPI or bank details before money is transferred.
  • Template Strategy: Make the amount and claim link obvious. The payout is unused until they open it.
Example Message:
See a ready-to-use sample for this touchpoint: Cashback Payout Link Template
Not sure which templates to set up first? Here’s the recommended order by impact: