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Hi all! 👋 - I’m looking for advice on referral programs.
My team recently launched a referral initiative aimed at incentivizing existing customers to refer new clients. So far, we’ve targeted different user cohorts via email and in-app messaging, directing them to a landing page where they can nominate a referral through a form.
We’re now entering V2 of the program and focusing on improving conversion rates by testing new audience segments. We're also surveying customers to better understand what types of incentives resonate most and how they prefer to make referrals.
Looking ahead, we’re exploring tools that could help us scale—ideally something that works well both in-app and on our website, and can generate easy-to-share referral links.
I'd love to hear from anyone who’s run a successful referral program—what’s worked for you? Any platforms or tactics you’d recommend? And has anyone found success generating referral links without using a dedicated tool? Appreciate any ideas, and happy to connect live if that’s easier. Thanks so much!
Hi <@U08GYKJ6X9D> thanks so much for your response and insight. We are looking to purchase Ambassador, so that's good to know. Were your MQL to Close rates high due to the platform? What was the issue with the integration that you faced? Targeting NPS and G2 reviewers is next on our list so glad to hear that worked well for you. We are also looking to promote in our customer newsletter and incorporate into our nurture sequence. The biggest thing I'm trying to understand is if the platform is worth it. Our customer survey responses noted that customers preferred a referral link that the platform would provide.
What a timely post for us! Thanks @shetal27 and <@U08GYKJ6X9D> @Mason Sokana check this out too. We're looking at Impact Advocate (which used to be SaaSquatch) for our new referral program. The places that Jessica promoted referrals is the same places we are currently, or plan to start, asking for G2 reviews. Looks like we'll have to mix it up. I like the seasonal campaign approach.
<@U08GYKJ6X9D> really appreciate the additional insight, and good to know. We will dig into this a bit more. And thanks for the tip on SaaSquatch, I don't believe the team has looked into that one. Thanks again 🙂
@Alan Manosca from RingCentral has lots of insights!