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Customer referral request message template

WhatsApp sales message template that asks happy customers for a referral, with a link to refer a friend and a reward when the referral signs up.

Message text

Hi Claire! We are glad to have you as a customer. If you know someone who also needs small business bookkeeping, refer them through the link below. When your referral signs up, you get one month free as a thank you. Reply STOP to opt out

Edit in the builder

Fields to personalize

Replace the fields in braces with each customer's details. In the text above they show an example.

{{first_name}}example: Claire
{{service}}example: small business bookkeeping
{{reward}}example: one month free

Tips to use it well

Ask right after a successful delivery, when the customer is happiest. A concrete reward brings more referrals than a vague request.

To send this message to someone who has not messaged you in the last 24 hours, it has to be registered as a template and approved by Meta on the official WhatsApp Business API.

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