Referral invitation email template

Copy a customer invitation and a personal sharing note. Keep the benefit, qualifying action and incentive disclosure close to the link.

01Make it yoursEditable asset

Editable invitation and sharing note

Replace the bracketed fields here, then copy. Edits stay in this page only and are lost when you leave or reload. No account required.

1. PRODUCT → EXISTING CUSTOMER
Subject: Know a team that could use [product]?
Preview: Give [new-customer benefit], get [referrer benefit] after [condition].

Hi [first name],
If [product] has helped you [specific job], you can share it with another [type of customer].

They get [benefit]. You get [benefit] after they [qualifying action]. Your reward becomes available [timing]. [Important eligibility/cap].

Copy your link: [personal referral URL]
Full offer terms: [terms URL]
Questions? Reply to [support address].

[Company identity and required mailing footer]
[Marketing preference/unsubscribe link]

2. CUSTOMER → SOMEONE THEY KNOW
Subject: A tool for [specific problem]

Hi [name],
You mentioned [real problem]. I use [product] for [honest, specific use] and thought it might be useful.

This is my referral link: [personal referral URL]. If you [qualifying action], you get [benefit], and I receive [benefit]. [Key timing/limit].

You can read the offer here: [terms URL]. No pressure—happy to tell you what has and hasn't worked for me.
[Sender name]

02Worked exampleIllustrative

Worked example: a specific, honest introduction

For a fictional scheduling product: 'You mentioned the back-and-forth of booking customer interviews. I use Example Schedule to offer time slots. If you use my link and become a paying customer, you get $10 off your first invoice and I get $20 in account credit 30 days after your first collected payment. The offer is for new customers only.' Use this only if the sender's experience and the offer are true. Replace every placeholder and verify the destination before sending.

03CustomizeYour policy

Keep the sender clear

The first message comes from the product to its own eligible customers. The second is a note the customer chooses to send. Do not make a bulk brand message look like a personal recommendation, or import the customer's contacts as part of using this template.

Say what the reward depends on

'Get $20' is incomplete if the friend must pay and remain eligible through a review period. State the qualifying action near the benefit. Avoid invented urgency, earnings claims or an endorsement the sender has not made.

Make the connection visible

The personal note says the sender receives a benefit beside the referral link. Keep that sentence when shortening the email. Review the disclosure and email rules that apply to the audience; the sample is copy guidance, not a complete legal policy.

04Before you use itReview

Acceptance checklist

The sender, offer and personal experience are accurate.
The link belongs to the intended sender and reaches the right destination.
The benefit, timing, exclusions and terms agree across email and landing page.
A real test message displays well on mobile and its preference link works.

Source notes

FTC: Disclosures 101 — US guidance on disclosing a material connection supports keeping incentive wording visible with the recommendation. Check rules for your audience and channel.

Define the offer before sending →All templates