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| ReferralNow · Email Templates |
How to Create an Email Template in ReferralNow
Email Templates is where ReferralNow's system emails live — the notifications sent to referrers and clients throughout the referral process. This guide walks you through building a new template from scratch: naming it, writing the subject, laying out the content in sections, and personalizing it with dynamic fields like the client's or referrer's name.
This interactive walkthrough plays on its own — sit back and watch, or use the arrows at the bottom to skip ahead or replay a step.
| Open Email Templates |
In the left sidebar, under ReferralNow, click Email Templates to open the templates hub.
| Choose which notification to work on |
Email Templates lists every system email ReferralNow can send (Referral Verification, Referrer Notification, Invarosoft Rewards Notification, and more). Click Manage Template under the one you want to work on — this example uses Referral Verification.
| Create a new template |
On the templates list for that notification, click Create Template to start a new one from scratch.
| Name the template |
In Template Name, type a clear name so you can find and reuse it later.
| Write the subject line |
Click into Email Subject and type your text. To personalize it, click any token in the Insert Token panel on the right (like {{referrer_name}}) — it drops in at your cursor. Tokens are grouped by Referrer, Client, Campaign, Company, and Sales Contact info.
| Build the email body with sections |
Click + Section to add a content block, then use Format to choose its layout: Single Column, Two Columns, Image + Text, Button, Divider, or Spacer. Add as many sections as you need to structure the email, and use Font and Size to style the text in each one.
| Personalize the body with dynamic fields |
Click into any text block in the body, then click a token from the Insert Token panel — like {{client_name}} — to auto-fill it with the real recipient's information whenever the email is sent.
| Save the template |
Once the template looks right, click Save Template in the top-right corner.
| Done. Your email template is saved and will be used the next time this notification goes out, with every token auto-filled for each recipient. |
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