> ## Documentation Index > Fetch the complete documentation index at: https://doc.extole.com/llms.txt > Use this file to discover all available pages before exploring further. # Advocate Invite Email ## **Overview** The Advocate Invite Email is a promotional message used to invite people to join your referral program. It's designed to introduce the value of participating and encourage recipients to start sharing. ![](https://files.readme.io/371402d953778575d4ee966a82abec9bfee9c6dbe6812883db9a36f50630ae99-e3e99d51_image.png) ## **When to Send an Advocate Invite Email** **The best practice is to trigger this email when you launch your referral program** , inviting your existing customers to become advocates and start referring right away. This helps jump-start participation, build early momentum, and ensure the program's high visibility from day one. You can also send this email periodically to drive ongoing awareness, re-engage potential advocates, and grow referral participation over time. **Ready to get started?** Learn here how to **[Add an Promotional Email](\)** and then **[Upload and Email an Audience](\)**. ## **Key Metrics** The Invite Email is tracked in the **Email Stats Report** and also appears as a **Promotional Source** in your dashboard, allowing you to see how many shares it generates. * **Open Rate** : First impression emails often perform well with clear value props and brand recognition * **Share rate** : Measures how many recipients become active Advocates after receiving the invite ## **Best Practices** * Lead with a **strong value** proposition: highlight what’s in it for the advocate * Be **clear** and concise: explain what the program is and how to get started * Include a**clear CTA** : link to a landing page or sharing experience * **Match tone** to your brand: keep messaging aligned with other campaign communications ## **Editable Elements in Extole** In Extole, you can edit: * **Subject line and headline** : Tailor to reflect urgency, exclusivity, or benefits * **Body copy** : Customize the invitation message and referral program overview * **CTAs** : Link directly to the Advocate experience or sign-up flow * **Visuals** : Add logos, banners, or program-related imagery * **Reward name** : Clearly communicate what advocates can earn for participating ## **Testing and Optimization** * **Subject line** : Test urgency, personalization, or value-first approaches * **Headline** : “Join and earn” vs. “Start referring” style messages * **Body copy** : Short vs. detailed introductions * **CTA** : Placement, button label, and destination * **Visuals** : Branded banners or benefit-focused imagery By testing regularly, you’ll discover what clicks with your audience and keep improving your program to drive more—and better—referral traffic. **[See more tips for optimization here](\)**[.](\)