Setting up a send to a friend
Send to a friend is a referral tool you can insert into your email creatives. The feature allows the recipient to enter the details of a friend who might be interested in the email they received. The friend will then receive an email enticing them to sign up. Once the friend acknowledges, they are subscribed into the system, and will receive the email campaign. This section will help you set up the look and feel of these links in your design.
Step 1)
To start, click on add new send to a friend button. This will expand the bar, allowing you to enter the name of the send to a friend function. This is simply a signpost to help you remember each option, as you may wish to create multiple send to a friend functionalities.
Step 2)
1) This is the name (or alias) of the Send to a friend.
2) Unsubscribe field. This is where you select the field that you would like to map to; this is typically mapped to the Optin Value.
3) and 4) The send to a friend function requires you to enter the Optin Value and the Opt Out Value. If you are mapping to Option, which we recommend, use the same values. The values can be found by clicking tools/unsubscribe.
5) If you have a CSS file that you would like to choose for the style of the send to a friend form, click on the drop down and select the file that you would like to use.
Step 3)
1) On the sign up page for the send to a friend, you have the option to apply styles such as font style and colour. Clicking on the pencil will open up the editor. Typically, clients will use their company logo and/or slogan in the header.
2) You can also set the appearance of the footer; this will typically be populated with information about the company.
3) This is the text that you would like to appear at the top of the screen. "Sign your friend up to our newsletters" would be an example of this.
4) When using send to a friend, the user must enter information into these fields. These will usually be pre-populated with placeholder values, as in the example above.
5) The completion message is the information that will appear once the contact has completed the form, and will inform them that it has been sent correctly.
6) If the contact already exists in your CommuniGator Database, you can set a message to inform the contact that we already have a record of them.
7) This button allows you to preview the design.
Step 4)
When you use the send to a friend feature, your friend will receive a text email to let them know - this is where you can design that email. Several merge fields are available to use for inserting dynamic information into the text email the friend will receive. Note that you must use the merge fields %urlHtml% and %urlText% to insert the clickable links which are required for your friend to acknowledge their interest.
1) Enter the Email address that you would like the email sent from
2) Select the domain that you would like it to send from, click on the drop down box to select the domain that you would like to appear. The domain selected will be your default domain.
3) Enter the subject line that you would like to appear.
4) Enter the content of the email that you would like the recipient to receive.
Step 5)
This section allows you to edit what the friend will recieve once they have accepted the send to a friend message.
1) The confirm header is typically your company logo and slogan; to insert the information, click on the pencil this will open up an editor screen.
2 ) The confirmation footer is typically your company information.
3) Sign up message is the main body content which the friend will receive, having confirmed their interest.
4) You then have the option to preview the sign up message.
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