Here you can create and save a variety of templates for all your outgoing email needs.

The plugin includes an easy accessible list of variables for personalising outgoing emails. These can be used to include custom messages, sender’s name, and recipient details* to the email templates in order to improve the email open and conversion rates.

Available embed variables
{{ greeting }} – use this to include an opening greeting to the email. Default is; “Hi There”
{{ referral_link }} – use this to include the custom referral URL in the email body.
{{ recipient_first_name }} – use this to automatically include the recipient’s first name in the email body.*
{{ recipient_last_name }} – use this to automatically include the recipient’s last name in the email body.*
{{ sender_first_name }} – use this to automatically include the recipient’s first name in the email body.
{{ sender_last_name }} – use this to automatically include the recipient’s last name in the email body.
{{ sender_custom_message }} – use this to include the sender’s custom message in the email body.

Choose to add a new template and set the following preferences for the outgoing referral emails:

1. Add Title: Choose a name for the template.
   
2. Email Body: Compose the email content here. Use the list of template variables to personalise the content for better email open and conversion rates.
   
3. Email Subject: Add a subject for the outgoing emails. Template embed variables can be used to personalize these fields as well.
   
4. Reply to: Check this option to allow replies to the referral emails to be be directly responded to the sender’s email address.
   

Once satisfied with the template, save the template by choosing to Publish from the top right publishing menu.

*recipient details are accessible via an upgrade to the Contact Picker.