# Referral Programs (Pro)

{% embed url="<https://www.loom.com/share/700e8e44bcf142a3af0bd3ec6ce85aa7?sid=a83316fd-1a42-4d9d-a8d6-a3c60ec4cf1b>" %}

### Creating a Referral Program in Listgadget

#### Objective

This SOP outlines the steps to set up a referral program using Listgadget, enabling email subscribers to refer others and earn rewards.

#### Key Steps

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**Understanding Referral Programs** [0:00](https://loom.com/share/700e8e44bcf142a3af0bd3ec6ce85aa7?t=0)

<img src="https://cdn.loom.com/sessions/picture-in-scripture/700e8e44bcf142a3af0bd3ec6ce85aa7-0.jpg?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9jZG4ubG9vbS5jb20vc2Vzc2lvbnMvcGljdHVyZS1pbi1zY3JpcHR1cmUvNzAwZThlNDRiY2YxNDJhM2FmMGJkM2VjNmNlODVhYTctMC5qcGciLCJDb25kaXRpb24iOnsiRGF0ZUxlc3NUaGFuIjp7IkFXUzpFcG9jaFRpbWUiOjE3NDY1NjM2NTN9fX1dfQ__&#x26;Key-Pair-Id=KQOSYIR44AIC0&#x26;Signature=YvAF%7EptCmdUx5Io3dp7TIVBwv9CASFSQrmoRx4vYYMm52o1hEf8JVzLUeq4Q8j5d5oW%7E6r4V6da852cGc4sjHrgjXkP2Mv8wg8wWtNIGhlifi3PYQNSt54XycN2g0qgdDnp7RKQCC8Y-bt%7EoUqIuypfW196rjQY4uwlRQsgjSH4%7EE5o%7EXkrdNTB1Ro9x1qcExMVNdS7HQF07JrWa14ax6Me2Wwb%7EJpQL9nH6WRqa0sDBW%7EF5KtGbBC7PweShIjSTnJzScrRWYfDdcEpNAASN5S89PsGtCTgLP6xdyw37l1cFExnd5O09X7dgF9WhplW18fZD74PUpFFxVCCS8zE9hg__" alt="generated-image-at-00:00:00" height="240" width="384">

* Referral programs allow email subscribers to refer new subscribers.
* Subscribers can earn custom rewards for reaching milestones (e.g., refer 5 people for a t-shirt).
* The goal is to increase subscriber growth.

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**Connect Your Email Platform** [0:57](https://loom.com/share/700e8e44bcf142a3af0bd3ec6ce85aa7?t=57)

<img src="https://cdn.loom.com/sessions/picture-in-scripture/700e8e44bcf142a3af0bd3ec6ce85aa7-57.jpg?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9jZG4ubG9vbS5jb20vc2Vzc2lvbnMvcGljdHVyZS1pbi1zY3JpcHR1cmUvNzAwZThlNDRiY2YxNDJhM2FmMGJkM2VjNmNlODVhYTctNTcuanBnIiwiQ29uZGl0aW9uIjp7IkRhdGVMZXNzVGhhbiI6eyJBV1M6RXBvY2hUaW1lIjoxNzQ2NTYzNjUzfX19XX0_&#x26;Key-Pair-Id=KQOSYIR44AIC0&#x26;Signature=igNBFEG8-H%7Ec0P6yCn7TTkfOzGI1FapSCWonuH8G-qZbh-NYW8v7Dxh7fs4W5NIy5BYhbRR7aSyfLp2Tk5Y14%7ETd3Pw5JfpWgqf7u0fncvuLThbJd4dfkFiQqh8iYZ8dRgVpf0hK33RvnXjHyrg1Amu25nd6locycLemRvoQa-WjdM0CwYILc5is0tuZuY8Nyj5D3p0z5M%7EtD36jnD5w1OSWCPtddjZSwZu2Ngt93RpIG1bQ1COEk0Qg6LkTBalXtULuQvJBqj1FK5taUHa9g8xTyXIL9E2h3blAcoG6x7f9Js8505anasL4CS1V9NlirJbRYJyokOvhsk19uXDHzw__" alt="generated-image-at-00:00:57" height="240" width="384">

* Navigate to **Settings > Account > Integrations**.
* Ensure your email provider is listed. If not, contact support to add it.

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**Create a New Referral Program** [1:46](https://loom.com/share/700e8e44bcf142a3af0bd3ec6ce85aa7?t=106)

<img src="https://cdn.loom.com/sessions/picture-in-scripture/700e8e44bcf142a3af0bd3ec6ce85aa7-106.jpg?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9jZG4ubG9vbS5jb20vc2Vzc2lvbnMvcGljdHVyZS1pbi1zY3JpcHR1cmUvNzAwZThlNDRiY2YxNDJhM2FmMGJkM2VjNmNlODVhYTctMTA2LmpwZyIsIkNvbmRpdGlvbiI6eyJEYXRlTGVzc1RoYW4iOnsiQVdTOkVwb2NoVGltZSI6MTc0NjU2MzY1M319fV19&#x26;Key-Pair-Id=KQOSYIR44AIC0&#x26;Signature=BbNsvVNo1w5SyrFb1C9uynPUtkMVd%7ERtkV3HloG0YKtjvC2vv7IUR13ePWTgIjRnSoUcu%7EXFTUjRpVvQj6k-VmJ43VeGMuzuaWjQ2OVe%7ED8uAUjsP%7E6OVv3uwGH61uxGC2nZSao6p98zrNmABJyuH%7ETutDmmNtV8HtecosikabUGMy3%7EG4C7fdoGlCopPyVPcFLDIN8eKls3ZuvfeDCjjzq8TA0e8R3xRP2-tG0vKdDFCxNL9j8tkd1kMY7XZZjrmTeMMGzw4Go-FVh-ZIAIxE6K6TPJpDs26WViRIQqGkQH5Anolj0gmezoGHSVig0sQZmOMj2Jr5KUhYLXr6WYhA__" alt="generated-image-at-00:01:46" height="240" width="384">

* Click on **Create New Referral Program**.
* Enter the name of your email list or brand (e.g., "Pete's Weekly Roundup").
* Select your email integration (e.g., Kit).

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**Set Up Custom Thank You URL** [2:24](https://loom.com/share/700e8e44bcf142a3af0bd3ec6ce85aa7?t=144)

* Decide if you want to use a custom thank you page or the built-in page.
* If using a custom page, enter the URL.

\
**Create Subscriber Call to Action** [3:10](https://loom.com/share/700e8e44bcf142a3af0bd3ec6ce85aa7?t=190)

<img src="https://cdn.loom.com/sessions/picture-in-scripture/700e8e44bcf142a3af0bd3ec6ce85aa7-190.jpg?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9jZG4ubG9vbS5jb20vc2Vzc2lvbnMvcGljdHVyZS1pbi1zY3JpcHR1cmUvNzAwZThlNDRiY2YxNDJhM2FmMGJkM2VjNmNlODVhYTctMTkwLmpwZyIsIkNvbmRpdGlvbiI6eyJEYXRlTGVzc1RoYW4iOnsiQVdTOkVwb2NoVGltZSI6MTc0NjU2MzY1M319fV19&#x26;Key-Pair-Id=KQOSYIR44AIC0&#x26;Signature=KpvKm2hfBNUbGacJFuu7xWUtFx5bWGm0DqfgEeugcIAqE9C8rNgR%7EvJENXPn8eu51QgcFyFfMw79pvNFzYKfk5DxJu6Y1VcG1%7E8FKFH-y59x9kKgalnyrff1e4w1gdiGpqTk4v4BhKg-ofw1toUystBv13r9RGcjbFBz8noaogND0AuKV93uae9Tg3Fxu3jHGzFjVRCZF-p7YQJ719jqmUaRh-gyZATVqiVvUk43rpwmhqxAuu7w3Vvqjv5IZvoKRhvOBwDh2k0dfuuIo3AQcbhK9tG9qLKDOjiKt-wAola%7E62B%7EhPvMbP-iQZPX%7EqFL7PmKjML2Mzd-kgqqOYNceA__" alt="generated-image-at-00:03:10" height="240" width="384">

* Write a short, bold headline encouraging sharing (e.g., "Share my newsletter with your friends and earn swag!").
* Optionally, add an extended call to action with more details.

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**Customize Rewards** [4:01](https://loom.com/share/700e8e44bcf142a3af0bd3ec6ce85aa7?t=241)

<img src="https://cdn.loom.com/sessions/picture-in-scripture/700e8e44bcf142a3af0bd3ec6ce85aa7-241.jpg?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9jZG4ubG9vbS5jb20vc2Vzc2lvbnMvcGljdHVyZS1pbi1zY3JpcHR1cmUvNzAwZThlNDRiY2YxNDJhM2FmMGJkM2VjNmNlODVhYTctMjQxLmpwZyIsIkNvbmRpdGlvbiI6eyJEYXRlTGVzc1RoYW4iOnsiQVdTOkVwb2NoVGltZSI6MTc0NjU2MzY1NH19fV19&#x26;Key-Pair-Id=KQOSYIR44AIC0&#x26;Signature=hu1TImgEmthzPRoVws3HS7PS1OES0JQqRQDDsn1K51CQi8hlQ-SA9VxPoCB5xrQRYOqYyCYwiQY4QIJn6n1xo9aTiGDLo3DKnsRlX2XQxC63nd7GSGFFNGlK40MPETjPwOJqZQ-RAiGFoaEvYFmUixPlm5Fm%7EFye08oQVdMrkp5xlURuRtkDL1%7ETNP0w465feCyKH4InXx4ilkETJ7JDxY15rSzBfLzKPPGirpJrKH19qQXpG5OHtfx3FpOwtY7irCJIKzKPLxCsnF2HNo-a-j9dYkNUD7bEimfkwPRlyLouxcSOIBBan77z3U9Li%7EJwZNtHwm5eLHsmHjR6URp5eg__" alt="generated-image-at-00:04:01" height="240" width="384">

* Add at least one reward (up to four).
* Provide a name and the number of referrals required to earn it (e.g., "Exclusive Email Content" for 5 referrals).
* Enter a URL for reward redemption.

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**Design and Color Customization** [5:37](https://loom.com/share/700e8e44bcf142a3af0bd3ec6ce85aa7?t=337)

<img src="https://cdn.loom.com/sessions/picture-in-scripture/700e8e44bcf142a3af0bd3ec6ce85aa7-337.jpg?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9jZG4ubG9vbS5jb20vc2Vzc2lvbnMvcGljdHVyZS1pbi1zY3JpcHR1cmUvNzAwZThlNDRiY2YxNDJhM2FmMGJkM2VjNmNlODVhYTctMzM3LmpwZyIsIkNvbmRpdGlvbiI6eyJEYXRlTGVzc1RoYW4iOnsiQVdTOkVwb2NoVGltZSI6MTc0NjU2MzY1NH19fV19&#x26;Key-Pair-Id=KQOSYIR44AIC0&#x26;Signature=pPa%7EdS3t4Pzrd6aJp3uTF6WOBp%7EN5YOLhyOOHzTHN--iVwZO3fPxCExC8I1WjfSLoy3X0BammHRIIWAv3FaJZ7XuWW26dP2bfOdHzm9%7Ep5GEA8F65NZU5%7EsWPwGUGP9-EAGDLuD1Twh-QcpqFMexO5iDibePjQm249jJN2euq64mYF2PCrRTdDN9MlJpm6sGWc53kyosKZbaPRq-XEb-JJp6D-kaPErkjRW43QHlaA9KWvLjCy2fXGX0SS0choxzgkhZO1UnU74mUssh%7ElRDdcLg6XH4wAp2FrC3pCKmTwLdjY4Gkj-f4tYFDiu7XzoW-F6DCU1p0sSpyt-spxgA8w__" alt="generated-image-at-00:05:37" height="240" width="384">

* Choose a color scheme for your referral program.
* Use brand presets or customize colors as needed.

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**Testing the Referral Program** [6:09](https://loom.com/share/700e8e44bcf142a3af0bd3ec6ce85aa7?t=369)

<img src="https://cdn.loom.com/sessions/picture-in-scripture/700e8e44bcf142a3af0bd3ec6ce85aa7-369.jpg?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9jZG4ubG9vbS5jb20vc2Vzc2lvbnMvcGljdHVyZS1pbi1zY3JpcHR1cmUvNzAwZThlNDRiY2YxNDJhM2FmMGJkM2VjNmNlODVhYTctMzY5LmpwZyIsIkNvbmRpdGlvbiI6eyJEYXRlTGVzc1RoYW4iOnsiQVdTOkVwb2NoVGltZSI6MTc0NjU2MzY1NH19fV19&#x26;Key-Pair-Id=KQOSYIR44AIC0&#x26;Signature=IDIRY2XIpdz1nthTf-XQ7u-Z9nS%7Es9bu9QoiRUVfkX%7EzSsxDvtp49lNHFL0Kp44I44dEpvH1GwDkyjcK53R-z2wBHQPkyRYS490S6wKp9nZ1teOY945gir8aQguUANhsEoTgO8zgKfFpFxWbR8ZXYJv1Tvy3QqKL9dGYKjfsDw4AUML13PEcia6R4k0J9fGr0QQYvv-wJablmj9AAUL4kAG51StAcAFYdVOnXsjhGU5R0IT5MfZf31gK8tL7uqwp%7E7Vdrc4TnLY2poolQxGgQb84q98YWKq6vwn5BQuVxaDehUcFPSBigSzqp3IoufUD0OBY4eh4mWZCWvGBY%7Eh9yw__" alt="generated-image-at-00:06:09" height="240" width="384">

* Test the integration settings and ensure everything is functioning correctly.
* Send a test email to verify links and functionality.

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**Embedding in Newsletter** [8:11](https://loom.com/share/700e8e44bcf142a3af0bd3ec6ce85aa7?t=491)

<img src="https://cdn.loom.com/sessions/picture-in-scripture/700e8e44bcf142a3af0bd3ec6ce85aa7-491.jpg?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9jZG4ubG9vbS5jb20vc2Vzc2lvbnMvcGljdHVyZS1pbi1zY3JpcHR1cmUvNzAwZThlNDRiY2YxNDJhM2FmMGJkM2VjNmNlODVhYTctNDkxLmpwZyIsIkNvbmRpdGlvbiI6eyJEYXRlTGVzc1RoYW4iOnsiQVdTOkVwb2NoVGltZSI6MTc0NjU2MzY1NH19fV19&#x26;Key-Pair-Id=KQOSYIR44AIC0&#x26;Signature=nFbvQg9FVm33bvHgvrVN5S7v3MauesFK6y-TA7mgp4l0degFJMu-7%7EpappGTvlXUBDFw-jLq1PmhF%7EHJdmzsi4eEnQLSz6kqs7dfCHeihVm9fHaIaxV-VwE2lHgIVLDzYRVTAdCJxh4B8cJdCFdNh6HyrSXf8UgXv5yDI80uWgFmOgdnbRxhAi5yWqJrTWpkgBX9lXKkk8AoRyNnHNmE2q5o2HjKeUIah%7EVnPRfKHHZ%7EPb-f36NEKbtjdWWHVtBYEYXFQVqyPH3Yhy-ueXELJmm-Ta036uDuHsB5ThteCTrLucUwP-UFd7tISB9kmTKIuvktiLFLyg1jdDtTVXtzgw__" alt="generated-image-at-00:08:11" height="240" width="384">

* Use the provided URL or HTML code to embed the referral program in your newsletter.
* Ensure the links direct to the correct dashboard.

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**Final Testing and Confirmation** [10:07](https://loom.com/share/700e8e44bcf142a3af0bd3ec6ce85aa7?t=607)

<img src="https://cdn.loom.com/sessions/picture-in-scripture/700e8e44bcf142a3af0bd3ec6ce85aa7-607.jpg?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9jZG4ubG9vbS5jb20vc2Vzc2lvbnMvcGljdHVyZS1pbi1zY3JpcHR1cmUvNzAwZThlNDRiY2YxNDJhM2FmMGJkM2VjNmNlODVhYTctNjA3LmpwZyIsIkNvbmRpdGlvbiI6eyJEYXRlTGVzc1RoYW4iOnsiQVdTOkVwb2NoVGltZSI6MTc0NjU2MzY1NH19fV19&#x26;Key-Pair-Id=KQOSYIR44AIC0&#x26;Signature=NKUAxkXnz6bJNsrpLEpPq-2TtK-9vgUS80XEvIszsz53p5nZTuWmQY26-RxLKWHNpic-dj4jwpzERqGXls%7EO32YqCRYiBgnTyWa-kzjquBj9i1d0KE1VepvhIYV6kf6kyBcZyZxTM5dsSFMG6SWC1nu1DN22yNZkslnYYFgFEqAV-CqyHlONYRpHmsxMaArydQH7GkG%7E2gP6uzwBwma0zCsJA9HpJll-2CMHHYX9ieoa7YfPxW8fHn5LYA4g%7E3%7EqObrJ31S9obzbJYljAK6zmsRHFastvpVWbKjXs65N80pL6dyEUCjaghABQX3BMR1k36eXrK4%7E5CWRL4XZP9gqRA__" alt="generated-image-at-00:10:07" height="240" width="384">

* Confirm that the email links work and direct to the correct pages.
* Test the referral process by subscribing with a different email.

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**Monitor and Adjust** [14:49](https://loom.com/share/700e8e44bcf142a3af0bd3ec6ce85aa7?t=889)

<img src="https://cdn.loom.com/sessions/picture-in-scripture/700e8e44bcf142a3af0bd3ec6ce85aa7-889.jpg?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9jZG4ubG9vbS5jb20vc2Vzc2lvbnMvcGljdHVyZS1pbi1zY3JpcHR1cmUvNzAwZThlNDRiY2YxNDJhM2FmMGJkM2VjNmNlODVhYTctODg5LmpwZyIsIkNvbmRpdGlvbiI6eyJEYXRlTGVzc1RoYW4iOnsiQVdTOkVwb2NoVGltZSI6MTc0NjU2MzY1NX19fV19&#x26;Key-Pair-Id=KQOSYIR44AIC0&#x26;Signature=D5ksYqgEjYDd46JCpaliQ6esH9az67qHT-Tlad1dvwCc6sbirO6o1OynL7xcJW3JMyLxx1RkrspRG0R%7ENx1yEo%7ERXHcMAP7fZE57yiErVgeLD2asQL2nOe67QjOxEpOef3ZIkbp%7Em2bhfbzk3VmPk%7E%7EWXN4pn3Rw1luSBbtV58u4vx2tCj9mMyH7u1-hP7I4wG8EZ1fB3XgGrGb0qG9YX2IrimRTcaeBVj%7ElQB7owhlArHH3bpfvCtJP%7ESjabStk8e9bWXtRLF7AGJxQGVZ63-2I7MPjz60jQgOEfyxh3ZauNpwOFYxHC84bq6gAhcDRe3G0Z-nHfruXfilw%7EMS6YA__" alt="generated-image-at-00:14:49" height="240" width="384">

* Regularly check the referral program's performance and make adjustments as necessary.

#### Cautionary Notes

* Ensure that your email provider is supported before starting.
* Test all links and functionalities thoroughly to avoid issues for subscribers.

#### Tips for Efficiency

* Keep your call to action concise and engaging to encourage sharing.
* Regularly review and update rewards to maintain subscriber interest.

#### Link to Loom

<https://loom.com/share/700e8e44bcf142a3af0bd3ec6ce85aa7>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.listgadget.com/basics/referral-programs-pro.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.