Edit Referral Offer message templates

Written By Laudonia (Collaborator)

Updated at May 29th, 2024

To customize referral message templates to match your niche's offerings, follow these steps:

Access Message Templates: Navigate to the referral message templates within your CRM system. These templates serve as the foundation for the messages sent to clients' contacts as part of the referral process.

Identify Niche Offerings: Determine the unique value propositions, products, or services offered by your niche. This could include specialized solutions, exclusive discounts, or tailored benefits that set your business apart from competitors.

Edit Message Content: Modify the content of the referral message templates to highlight the specific offerings and benefits relevant to your niche. Use language that resonates with your target audience and clearly communicates the value proposition of your products or services.

Utilize Custom Values: Leverage built-in custom values within your CRM system to dynamically insert personalized information into referral messages. This could include recipient names, referral incentives, or other relevant details specific to each client or contact.