[Feature Update] 🌟 Invite Scheduler + Follow Up Reminders

Hey it's Mica,

If you’re a regular reader, you’ve noticed we talk a lot about referral program promotion (it is the #1 reason referral programs fail, so yeah it’s important). As you could imagine, we talk even more about it in team meetings.

At one of these meetings last month:

Michelle (services team):  “Uhh, we talk about promotion all the time with customers but the word Promotion is not in the product ANYWHERE”

Product Team: (see image of many blinking eyes in disbelief)

To which the product team ran away and created a new “Promotion” area directly in the product which is home to the features we released this month:

• Invite Scheduler - just add members and we’ll handle the rest (email scheduler, template/branding, sending settings)

• Automatic Reminders - follow up reminders after 7 days (based on program configuration)

Let's dive in. 👇👇

-Mica
Head of Operations

P.S. If you need help setting up continuous promotion for your referral program, just reply to this email or schedule a Program Audit.

Proactive Invite Recap (Continuous Promotion)

Proactive Invites helps businesses get ongoing referrals after key customer events. Here’s how it works:

Step 1: Load Contacts

• Add manually one at a time

• Bulk import via CSV

• Automatically via API/Zapier (more sources coming soon 👀)

Step 2: Send Invites

• Schedule to send automatically (new feature see below)

• Remind contacts who didn’t share after 7 days (new feature below)

• Send one-off emails for more precise delivery

⏰ Schedule when invite emails get sent

One of the biggest requests that stopped customers from using our invite email system was the lack of a scheduler.

While you can still manually send one-time emails, the scheduler allows you to invite new contacts to share your program on a rolling basis.

Configure the Invite Scheduler to meet your preferences:

• Turn the scheduler on/off without losing your settings

• Set days/times you want to send invite emails

• Control which contact sources receive the invite email (leaving other sources for you to handle as one-off sends)

🔔 Automate reminders if contacts don’t engage

Another request we’ve often received is “how can I resend to people that haven’t taken action”. So we built a reminder feature right into the scheduler.

Not every contact is ready to share when they first learn about your program. They might miss your email, or they're simply not thinking about referrals when your invite arrives.

Automatic Reminders solve this by:

• Sending 7 day reminder if a contact doesn't take action with first Invite Email

• Preventing accidental spamming (invite emails are only sent to people that haven’t engaged with your program)