Referral Lifecycle

Channels

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When to use this workflow

    Referral invites go unanswered. The referred person means to sign up later, then forgets and never does.

    A referred person has no relationship with your product. Without the friend's name and the reward up front, the invite gets ignored.

    Reminders keep chasing someone who already signed up. A referred person who joined still gets nudged to sign up.

    Referral offers sit open with no reason to act now. Without a closing window and a final nudge, the referred person keeps putting it off.

How it works

1

Referral invite sent

The referred person gets the invite by email (REFERRAL_SENT).

TriggerEmail
2

Wait for signup

It waits three days for the referred person to sign up.

Wait Until
3

First reminder

If three days pass with no signup, a reminder email goes out.

Wait UntilEmail
4

Final reminder

Three days later, if there is still no signup, one last reminder goes out.

Wait UntilEmail
5

Signing up ends it

Signing up at any point (REFERRAL_SIGNUP_COMPLETED) cancels the remaining reminders.

Wait UntilExit

Best practices

    Lead with the referrer's name and the reward

    "Sarah invited you to try Acme, $20 for both of you" gets opened far more than a generic invite, because the referred person trusts the friend, not your brand yet.

    Inform the referrer when their friend signs up

    The workflow emails only the referred person. Add an Invoke Workflow step on the signup branch to tell the referrer their friend joined.

    Make the second reminder different from the first

    A second reminder that repeats the first gets ignored. Make it say something new, like the reward is still waiting.

Common mistakes to avoid

    Letting one signup cancel another referral's reminders

    The same person can be referred by two friends. Match the stop on the referral (referral_id), not the person, or one signup stops the other referral too and credits the wrong friend.

    Sending the last reminder after the offer has closed

    The invite gives a deadline to sign up. Time the reminders to arrive before it, or the final one points to an offer that already closed.

    Stopping the reminders before the reward is earned

    This workflow treats signup as the goal. If your reward unlocks only after a further step, point the stop at that action so the reminders keep going until it is done.

What users receive

The actual notifications this workflow sends, on each channel.

Referral Invite

Email
Referral Invite — Email

What good looks like

Primary signal Signups

More referrals turn into signups

More referred people sign up once the reminders recover invites that would otherwise be forgotten.

Fatigue signal Complaints

Spam reports from referred people

When referred people mark the emails as spam or unsubscribe, the reminders are pushing too hard on someone who never asked to hear from you.

Support

Frequently Asked Questions

Quick answers about setting up and running this workflow.

No. Signing up (REFERRAL_SIGNUP_COMPLETED) at any point ends the workflow and cancels the remaining reminders, as long as it carries the same referral_id as the invite.

Email only. A referred person has no account yet, so email is the one channel sure to reach them.

Two, one after three days and one three days later. Adjust the Wait Until delays, or add more reminders, in the workflow editor or through the SuprSend MCP.

Trigger a payload shaped like REFERRAL_SENT with a referred person and a referral_id. To confirm the reminders stop, fire REFERRAL_SIGNUP_COMPLETED with the same referral_id. You can do this from the Test button in the workflow editor, by asking the SuprSend Agent in the dashboard, or through the API, CLI, or MCP.

After the final reminder the workflow stops, so someone who has not signed up is not emailed forever. To try again later, send a fresh referral or include them in a separate campaign.

Ship Referral Lifecycle in under 5 minutes.

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