> ## 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.

# Share Email & Reminder

# **Overview**

The Share Email & Reminder let advocates share your brand with friends via email, with an added option to send follow-up reminders. This two-step engagement helps maintain visibility and encourages friends to take action on their referral, especially if they missed the initial email.

![](https://files.readme.io/2749635417541badc9a89951cad682acc295cc33d026a7d0225254ac017e9140-d717fbcf_4308a0e7-fd39-46e4-8d6f-70695640eb06.png)

# **Key Metrics**

* **Open Rate** : Percentage of recipients who open Share or Reminder emails (impacted by subject line and sender effectiveness).

* **Click-Through Rate (CTR)** : Percentage of recipients who click at least one link in the email.

* **Conversion Rate** : Frequency with which friends complete the desired action after receiving or clicking the email.

* **Unsubscribe / Opt-out Rate** : Percentage of recipients who opt out. High rates can indicate fatigue or poor targeting.

* **Time to Convert** : Average time from the initial Share Email to Friend conversion. Helps determine optimal reminder timing. Check out the[ **Time from Share to Event report**](\<https://my.extole.com/reports?client_id=1063468100\&category=performance%20%26%20metrics\&report_type=rcsj191hf57dupjihv45#/>) to get this data.

# **Share Email Best Practices**

Make the email feel like a genuine recommendation from a friend, with a clear offer and next step. The following structure aligns with variables in the Campaign Editor:

## **Subject Line & Preheader**

* **Include Advocate name, brand, and the reward**

  * Example: *“Maria sent you 20% off at \[Brand]”*

* **Use the preheader to reinforce**

  * Example: *“Maria uses \[Brand] and thought you’d like it too.”*

* **Customizability** : The subject line can be preset by your team or made editable by the Advocate, depending on your configuration.

## **Body Structure**

* **Message from Advocate** *(personalized)* : This is the custom message the Advocate sends. It’s included by default and can be pre-written by your team, editable by Advocates, or disabled entirely.

  * Example: *“Hey \[Friend], I’ve been using \[Brand] and wanted to share this with you.”*

* **Brand Share Message** *(offer block)* : Highlight the incentive clearly.

  * Example: *“Get \$X off your first order at \[Brand].”* (Include key conditions if needed.)

* **Primary CTA** : One clear button (e.g., *“Claim your discount”*) with a backup text link.

* **Why It’s Worth It** : 1–3 short bullets with benefits, reviews, or guarantees.

* **Trust & Privacy**: Explain why the Friend received the email and that no further emails will be sent unless they sign up.

## **UX & Design**

* Mobile-friendly and skimmable.

* Focused on one main action.

* Avoid clutter and competing CTAs.

# **Reminder Email Best Practices (for non-converted criends)**

Send a gentle nudge, not spam.

## **Timing**

* Send reminder only if the friend hasn’t converted.

* Typical timing: 1–3 days after the original Share Email.

* Consider longer delays for high-consideration products.

## **Positioning**

* Acknowledge that it’s a reminder.

  * Example: *“Reminder: Maria’s \$20 off at \[Brand] is still available.”*

## **Content**

* Personalized Message from Advocate: Included by default in the reminder as well. Configuration matches the Share Email: pre-written, editable, or disabled.

* Keep it short and reiterate that a Friend shared a reward.

* Restate the offer with the same main CTA.

* Optionally include:

  * One review, a top product mention, or a quick FAQ line.

* Reaffirm trust and control.

  * Example: *“Don’t want these? Click here and we won’t email you again.”*

## **A/B Testing Ideas**

To optimize Share and Reminder emails, test:

* **Subject Line Focus** : Advocate name first vs. brand/offer first

* **From Name** :

  * *“\{\[advocate.firstName]} via Your Company”*

  * *“Your Company – invite from \{\[advocate.firstName]}”*

* **CTA Copy** : “Claim your discount” vs “Shop with \$20 off” vs “Get started”

* **CTA Layout** : Single CTA vs. repeated (top + bottom)

* **Social Proof** : Include benefit bullets or reviews vs. none

* **Reminder Timing** : 1 day vs. 3 days vs. longer delays for high-consideration products

* **Reminder Tone** :

  * Short direct reminder

  * Reminder with urgency or expiration (only if the urgency is real)

All A/B testing elements above can be edited directly in the **[Campaign Editor](\<https://my.extole.com/campaign/edit/?client_id=1063468100#/7582302493940773838/assets/7582302504121932494>)**. To learn more, check out our **[A/B Testing Guide](\<https://success.extole.com/en/articles/10772146-a-b-testing-your-campaign>)**.
