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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.

Roohul Shah avatar
Written by Roohul Shah
Updated over a week 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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