Your customer advocates have a wide range of ways that they can engage with the referral program to share out their referral: through a popup or embedded widget, a notification or transactional email, or a mobile app.
From each of these engagement mediums there are a number of ways that a participant in your program can share their referral details. This article outlines each of the available sharing mediums in your referral program, how you can configure them, and the experience participants will have using them.
Each participant in your referral program has a unique link that they can share with family and friends as an easy way to make referrals. These links will direct the referred friend to the landing page you have configured for your referral program, where UTT will create an attribution between the advocate and their referred friend.
A participant can access their unique links from their referral widget in your product, or from any email that you have included the links in.
Share links use our short domain by default, but can also be configured to use a domain that you own.
There are also a number of UTM parameters which we append to the referral program landing page URL to help with tracking:
Parameter |
Example |
Description |
|---|---|---|
Source |
|
Google Analytics-compatible traffic source identifier |
Medium |
|
Google Analytics-compatible advertising or marketing medium |
Campaign |
|
Google Analytics-compatible campaign name |
Referral Code |
|
The referral code of the customer advocate |
Engagement Medium |
|
The medium from which the customer advocate engaged with the referral program (e.g. embedded widget) |
Share Medium |
|
The medium through which the customer advocate shared their referral (e.g. Twitter/X share button) |
The referral widget also lets your advocates share referrals through social media platforms using message links. Each of these share options has pre-configured messaging that can be customized to your program.
impact.com can automatically include a participant's share link or referral code in the message being sent out. This is done by including {shareLink} or {referralCode} in the message.
If you want to sign up, click here: {shareLink}
OR
Be sure to use my referral code {referralCode} during checkout!
Will appear as:
If you want to sign up, click here: http://ssqt.co/mzkw4aZ.
OR
Be sure to use my referral code JIMDOE during checkout!
Advocate uses Open Graph to include text and images with your referral link in Facebook, Facebook Messenger, and LinkedIn. Open Graph is used on Facebook to allow any web page to have the same functionality as any other object on Facebook or LinkedIn.
By leveraging our support for Open Graph metadata, you are able to provide your customer advocates and the people they refer with the best social experience as they go about sharing their referral.
Images in Open Graph
Images used for these messages need to be 5MB or smaller and have an ideal ratio of 1.91:1. A recommended size for these images is 1200 x 630 px.
The following is a comparison of what share links look like on Facebook & LinkedIn with and without Open Graph Metadata:
Available fields
The following Open Graph Metadata fields can be configured in your Advocate program.
Field |
Tag |
Description |
|---|---|---|
Title |
|
The title for the referral link being shared. |
Image |
|
The URL of the image to be associated with the referral link. |
Description |
|
The description of the referral link. |
Social Media Platform |
Example |
|---|---|
|
Facebook and Messenger The Facebook and Messenger sharing options allow a customer advocate to share their referral through the Facebook platform. They can choose to make a post to their feed or send a message directly to their friends. Friction is minimized by not requiring participants to authorize access to their account to share via Facebook. |
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The WhatsApp sharing options allow a customer advocate to share their referral to their WhatsApp contacts and groups. This option only appears in the widget when it is displayed on a mobile device, where the app could be available for them to share through. Customer advocates are linked directly into the WhatsApp app to allow them to select who they would like to share with. |
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|
SMS / Text Message The SMS sharing option allows a customer advocate to share their referral to their text messaging contacts. This option only appears in the widget when it is displayed on a mobile device, where they have the ability to send an SMS. The SMS share option links the customer advocate directly into their default SMS app which allows them to select who they would like to share with. |
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Customer advocates are also able to make a referral by sharing their share link through email. The email share link in the widget is a standard This default messaging can be customized just like that of the Facebook and Twitter/X share options. Configurable options for the email share messages include the message subject and body text. Although formatting is limited to plain text, allowing customer advocates to send the email through their own email account provides a more personalized experience for both the customer advocate and referred friend, and will consistently arrive in the recipient's general inbox, not the promotions folder. |
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Twitter/X The Twitter/X sharing option allows a customer advocate to share the referral program to their network of friends. Twitter/X share messages are configurable up to the standard 280 character limit, and any link, including the participant’s sharelink, counts for 23 characters. Thumbnails, up to 440x220px in size, can also be included in the pre-filled tweet copy. The sharing flow is streamlined by not requiring customer advocates to authorize with Twitter/X in order to make a post. |
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The LinkedIn sharing options allow a customer advocate to share their referral with their LinkedIn network. Their referral can be shared as a published post, an update, a post to a group, or directly to individuals. |
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Line Messenger The Line Messenger sharing options allow a customer advocate to share their referral with their Line Messenger friends as part of a group chat, or directly to individuals. |
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The Pinterest sharing options allow a customer advocate to share their referral with their Pinterest network, where they can pin and comment on their referral link or share it with friends. |
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When a user is registered in our system they are provided a unique referral code. This code typically comes in the form of FIRSTNAMELASTNAME, such as JOHNDOE. By default the referral code is shown in the referral widget right underneath the main text.
The referral code provides a simple method for users to connect with your referral program. They are relatively short human-readable codes which users can share with their friends and family. Many people are familiar with the concept of a coupon code so using the referral codes as part of your referral program can make the process easier to understand.
The main limitation of this share option is that it does not take advantage of our automatic referral attribution. The referred friend is required to manually input the referral code on your referral landing page. This means that referred friends could forget the code, or have take the extra step of copying and pasting it. Referral codes can be hidden for products that do not have a coupon or code input field.
