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Create a Referral Program Flow from a Template

Set up an automated flow to encourage customers to refer their friends and family to your store in exchange for rewards.

Written by Roohul Shah
Updated over 2 months ago

What is a Referral Program Flow?

A Referral Program Flow automatically sends messages to customers inviting them to share your store with friends and family.

When they refer someone who makes a purchase, both the referrer and the new customer can get rewards like discounts or special offers.


How Does It Help?

This flow helps you:

  • Gain new customers through word-of-mouth recommendations

  • Reward loyal customers for spreading the word about your store

  • Grow your customer base with trusted referrals

  • Increase sales through incentivized sharing


How to Create a Referral Program Flow

There are two ways to get started:


1. From the Flow Home Screen

  • Scroll down to find the Referral Program Flow Template

  • Click Create

2. From the Create Menu

  • Click + Create Flow

  • Select Use a Flow Template

  • Choose Referral Program Flow

  • Click Create Flow


Flow Properties

Using the flow properties shown in the image below is best for a Referral Program Flow:


Customize Your Flow (Optional)

Once you create the flow, you'll see the Flow Builder screen.


To make changes:

  • Click Edit Flow at the top

  • Customize the messages, timing, or settings as needed

  • Note: Editing a flow creates a new version of it. Go to "See Version History" from the three dots on top to activate the correct version.

  • Learn more about versioning here

To use it as-is:

  • Simply Turn On your flow, or

  • Schedule it to start later

Important Note:

Make sure the Compliance setting for this flow is set to "Promotional" to avoid carrier filtering and potential legal issues.




💡Tip:

Still have questions?
Please feel free to reach out to our wonderful Support team at support@txtcartapp.com or via Live Chat.​


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