Set Up

Start by creating the campaign you want your referees to receive (example below) - you can use any registration conversation and messaging you would like.

Simply create the content, choose your settings, and give the campaign a name you will recognize. Make sure to use {profile.referred-by} to reference the person who referred them, such as "Hi Lauren, Katherine referred you to us"

Next, find Candidate Referral under the Campaigns tab. Here you can enable automated referrals and select your premade campaign. Make sure you save your settings.

Now you are ready to include your referral question in any conversation!

Navigate to Flowbuilder, find the conversation you would like to edit, and add the Give Referral question to the conversation.

Here you can enter your own messaging - users will always have the "Give Referral" button below.