Step 3: Manage your advocate participant experiences

Next would be to customize your advocate participant experience. You can send transactional emails to your customer advocates and anyone they refer. Your program is initially set up with default versions of program emails but we recommend tailoring your program emails to ensure the information is relevant to your program and product and creates a more personalized feel.

Next comes customizing your program widgets or microsites. A program widget or microsite is your participants’ main way to access and use your referral program. Widgets and microsites are branded reinforcements of your referral program’s messaging and give your customer advocates a starting place to make referrals.