Email Setup Guide

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Step 1: Access Email Setup

1. Navigate to your ReferRush dashboard.
2. Click on the “Email” tab in the navigation menu.
3. If this is your first time, you’ll be prompted to set up your email system.

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Step 2: Upload Your Logo

1. In the Email Setup Wizard, start with logo configuration.
2. Click “Upload Logo” to select your brand logo.
   • Size: 600×225px
   • Format: PNG with transparent background
   • File size: Less than 50KB
   • Quality: High quality, with colors that work in both light & dark mode
3. Preview how your logo appears & click “Continue” when satisfied.

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Step 3: Preview Email Templates

1. Browse through the six standard email templates:

   • Welcome Email: Sent after purchase or delivery.
   • Order Notification: Sent when someone uses a referral link.
   • Payout Notification: Sent when a referred order is delivered.
   • Payout Cancellation: Sent when a referred order fails.
   • Self-Referral Alert: Sent when someone uses their own link.
   • Min Order Alert: Sent when order is below minimum requirements.

2. Click any template to preview its appearance & test the emails.

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Step 4: Configure Follow-up Emails

1. Choose your preferred follow-up schedule:
   • 3 follow-ups, 1 week apart (recommended)
   • 3 follow-ups, 2 weeks apart
   • 3 follow-ups, 4 weeks apart
   • No follow-up emails
2. Click “Continue” to proceed.

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Step 5: Set Up Email DNS Records

1. Choose between:

   • Custom domain (recommended): Sends emails from your own domain (e.g., hello@yourbrand.com). Requires DNS setup.
   • ReferRush email address: Sends emails from a ReferRush address (e.g., yourbrand@referrush.co). Quickest option, no DNS setup needed.

2. For custom domain:

   • Click “Create Domain”.
   • ReferRush will display the required DNS records (like TXT, CNAME, or MX).
   • Add these records to your domain provider’s DNS settings (e.g., GoDaddy, Cloudflare, Namecheap).
   • Return to ReferRush and click “Verify Domain”. Verification can take some time (minutes to hours).

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Step 6: Email Setup Summary

1. Review your complete email configuration summary.
2. Click “Go Live” to activate your email settings and start sending referral emails to your customers.

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Step 1: Access Email Dashboard

1. From your ReferRush dashboard, click the “Email” tab.
2. If presented with the setup choice screen, select “Go to Dashboard”.

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Step 2: Understand the Email Dashboard

The email dashboard has three main tabs for customization:

• Templates: Customize individual email content, subject lines, and appearance.
• Followups: Configure the automatic follow-up email schedule.
• Settings: Manage domain configuration (DNS) and activate/deactivate emails.

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Step 3: Configure Email Templates

1. Navigate to the Templates tab.
2. Use the dropdown selector to choose the specific email template you want to edit (Welcome, Order Notification, etc.).
3. Upload Your Logo:
   • Find the logo upload section within the template editor.
   • Click “Upload Logo” and select your brand image.
   • • Size: 600×225px
     • Format: PNG with transparent background
     • File size: Less than 50KB
     • Quality: High quality, with colors that work in both light & dark mode
   • Your logo will automatically apply to all email templates.
4. Customize Content: For each template, you can modify:
   • Email subject lines
   • Banner images (especially for Welcome emails)
   • Body text, calls-to-action, and sharing messages.
   • Remember to save changes for each template you edit.

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Step 4: Set Up Follow-up Schedule

1. Navigate to the Followups tab.
2. Choose your preferred follow-up frequency:
   • 3 emails, 1 week apart (recommended)
   • 3 emails, 2 weeks apart
   • 3 emails, 4 weeks apart
   • No follow-ups
3. Save your selection.

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Step 5: Configure Domain Settings

1. Go to the Settings tab.
2. Choose your sending method:
   • Custom Domain (Recommended): Sends emails from your brand’s domain.
   • ReferRush Email: Sends emails from a ReferRush-provided address.
3. To set up a Custom Domain:
   • Enter your desired sending domain name (e.g., yourbrand.com).
   • Click “Create Domain”.
   • Add the displayed DNS records to your domain provider’s settings.
   • Click “Verify Domain” in ReferRush once the records are added.

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Step 6: Activate Email Communications

1. Once all templates, follow-ups, and domain settings are configured to your satisfaction, navigate to the Settings tab.
2. Click the “Go Live” or “Activate Emails” button.
3. Confirm activation in the dialog box that appears.

4. Your emails are now active and will be sent automatically based on the trigger events (e.g., purchase, delivery, referral usage).