Configuring new referral features

In this article:


How to customize the display

🔒 Available on the Small Business, Professional, and Enterprise plans. 

  1. Visit your Smile.io admin

  2. Click on Referrals on the left-hand menu

  3. Click on Sharing Options

  4. Click the box next to "Customize card message and display" to open the customization options

  5. Change the Title, Description, and Image then click save!

If you do not edit this - we will use your website's metadata to fill out this information!


How to enable a sharing option

  1. Visit your Smile.io admin

  2. Click on Referrals on the left-hand menu

  3. Click on Sharing Options

  4. Click on Enable next to the sharing options you wish to offer then click Save!


How to customize the message for Twitter

  1. Enable Twitter sharing by following the "How to enable a sharing option" steps.

  2. Enter your message in the Tweet message field

  3. Click on Preview to view how this will appear on Twitter

  4. Click on Save!

How to customize the message for Email

🔒 Customizing the notification is available on the Small Business, Professional, and Enterprise plans. 

  1. Enable email sharing by following the "How to enable a sharing option" steps.

  2. Click on Notifications on the left-hand menu.

  3. Click on the Refer a friend notification.

  4. Edit the Email body (HTML) to change how the email will look when your customer receives it.

  5. Then click Save

How to enable mobile sharing options

🔒 Available on the Professional, and Enterprise plans. 

  1. Visit your Smile.io admin

  2. Click on Referrals on the left-hand menu

  3. Click on Sharing Options

  4. Click the boxes next to the mobile apps to enable

  5. Click on Save!

How to set a referral landing page

🔒  Available on the Enterprise plan. 

  1. Visit your Smile.io admin

  2. Click on Referrals on the left-hand menu

  3. Click on Settings
  4. Edit the URL field in the Referral landing page section. 

  5. Click on Save!

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