Magento Email Refer a Friend: Setup Guide

Magento Email Refer a Friend: Setup Guide

Magento Email Refer is a feature in the Magento e-commerce platform that allows customers to refer products or the store to their friends via email. This feature promotes word-of-mouth marketing, boosting customer referrals and sales. With Magento Email Refer, customers can effortlessly share product details, discounts, and promotions.

This tutorial will assist you in setting up Email Refer a Friend in Magento 2. It will help you track the effectiveness of your email referral efforts. It also helps you measure their impact on sales and customer engagement metrics.

Key Takeaways

  • Discover how Email Refer a Friend in Magento 2 enhances customer referrals through personalized email campaigns.

  • Explore how to configure Email Refer a Friend in Magento 2 for effective customer engagement.

  • Learn how to easily send Email Refer a Friend in Magento by clicking the link on product pages.

  • Uncover the advantages of utilizing Magento Email Refer, including enhanced email marketing, personalized referral emails, etc.

  • Distinguish Magento Email Refer from other tools by its seamless integration with the Magento ecosystem.

  • Navigate common challenges and optimize Magento Email Refer by addressing issues and ensuring data security and privacy.

  • Track key metrics to enhance the success of your Magento Email Refer campaigns.

What is Email Refer a Friend in Magento 2?

Overview of Magento Email Refer a Friend feature for enhancing e-commerce referrals

Email Refer a Friend in Magento 2 is a tool for tracking and incentivizing customer referrals through personalized Magento email campaigns. It enables businesses to share liked products with friends and family. It is done by including unique referral links in emails. It helps merchants attribute referrals accurately and reward customers for successful conversions. It also assists in measuring the effectiveness of referral campaigns and optimizing Magento marketing strategies.

You'll find the Email a Friend link and an envelope icon at the bottom of product pages. This link allows users to navigate to the product page easily. It simplifies the process of sharing it with your friends. Enabling email sharing functionality on your store facilitates Magento conversions, resulting in free promotions for your store.

How to Configure Email Refer a Friend in Magento 2

  1. Access the Magento Admin Panel > Stores > Settings > Configuration.

  2. Select Catalog > Email to a Friend on the left panel.

  3. Open the Email Templates section.

  4. In the Email Templates section, set the Enable field to Yes to apply the email template.

Step-by-step guide on configuring Email Refer a Friend in Magento 2

  1. Select Email Template: Choose the email template you wish to use. The default email template is now active.

  2. Allow Guest Sharing: If you want guest users to share products via email, set Allow for Guests to Yes.

  3. Set Maximum Recipients: Enter the maximum number of recipients for each email delivery.

  4. Limit Products Shared per Hour: Specify the maximum number of products that can be shared via email within one hour.

  5. Choose Sending Limit Method: Decide whether to limit sending by IP Address or Cookie.

  • IP Address: Refers to the computer's unique numerical address.
  • Cookies: Counts email-sending instances through browser Magento cookies. It is not entirely secure, as the sender can delete cookies before sending.
  1. Click Save Config to finalize your settings.

Steps to Send Email Refer a Friend in Magento

  1. Locate and click the Email a Friend link on the product page.

  2. If not logged in, provide login information or create a new account on the store.

  3. Enter the sender's Name and Email.

How to send an Email Refer a Friend through Magento's e-commerce platform

  1. Fill in the Name and Email of the person you want to invite.

  2. Add Multiple Recipients (Optional): To send the email to several people simultaneously, click the Add Invitee button.

  3. Once your email is ready, press the Send Email button to send it.

Advantages of Utilizing Magento Email Refer

  1. Enhanced Email Marketing: Magento Email Eefer empowers businesses to unlock the potential of email marketing and referral programs. You can efficiently use emails to promote your Magento products and services.

  2. Personalized Referral Emails: With Magento Email Refer, businesses can easily create and send personalized referral emails to their customers. These tailored emails encourage customers to refer their friends and family to the business. This level of personalization can greatly improve the chances of successful referrals.

  3. Boosting Customer Loyalty: Using Magento Email Refers attracts new customers and enhances customer loyalty and engagement. When customers have positive experiences and are encouraged to refer others, they are likelier to become loyal advocates for your brand.

  4. Detailed Analytics: Magento Email Refer provides comprehensive analytics and tracking capabilities. It allows businesses to accurately measure the effectiveness of their referral campaigns and make well-informed, data-driven decisions to improve their marketing strategies.

  5. Seamless Integration: Magento Email Refer seamlessly integrates with other essential Magento features, including customer segmentation and automation. This holistic approach enables businesses to maximize their marketing efforts and drive growth.

  6. Expanding Reach: Encouraging existing customers to refer friends and family can significantly expand a business's reach. This organic word-of-mouth marketing can lead to the acquisition of more qualified leads and potential customers. It results in broadening your customer base.

  7. Cost-Effective Marketing: Leveraging existing customers for referrals can be a cost-effective marketing strategy for Magento hosting businesses. This approach often yields a higher return on investment than acquiring new customers through traditional advertising methods.

  8. Customer-Centric Approach: Businesses demonstrate a customer-centric approach by involving customers in the referral process. It conveys that they highly value their existing clientele and prioritize their satisfaction, strengthening customer relationships.

Distinguishing Magento Email Refer from Other Referral Marketing Tools

Magento Email Refer is a sophisticated referral marketing tool exclusively tailored for e-commerce businesses operating on the Magento platform. Unlike generic referral marketing tools, Magento email refer boasts seamless integration with the existing Magento email system. It allows businesses to harness their customer database effectively. This integration facilitates sending personalized referral emails directly from the business's domain.

This unique feature offers several advantages:

  1. Enhanced Deliverability: Magento Email Refer ensures higher deliverability rates for referral emails. Using the business's domain conveys recipients a more professional and trustworthy image. This improved trust factor increases Magento conversion rates and deeper customer engagement.

  2. Advanced Tracking and Analytics: Magento Email Refer provides businesses with advanced tracking and analytics capabilities. These tools enable real-time monitoring of referral campaign success, providing valuable data-driven insights. With this information, businesses can make informed decisions, enhancing overall effectiveness.

  3. Magento Ecosystem Synergy: Importantly, Magento Email Refer seamlessly harmonizes with the Magento ecosystem. It ensures a cohesive and comprehensive solution for e-commerce businesses.

Common Challenges and Tips to Optimize Magento Email Refer

  1. Integration with Email Marketing Systems: One challenge is seamlessly integrating the email referral feature with existing email marketing systems. It requires careful configuration and testing to ensure referral emails don't disrupt other email campaigns.

  2. Managing Influx of Referral Emails: Handling a potential surge in referral emails is another challenge. Businesses must have reliable systems to manage high email volumes and track referral effectiveness.

  3. Ensuring Data Security and Privacy: Protecting customer data during referral is important. Compliance with data protection regulations is essential to prevent unauthorized access or misuse of customer information.

Strategies to Optimize Magento Email Refer-a-Friend Effectiveness

  1. Personalization: Tailor referral email content to individual recipients for increased engagement and conversion rates.

  2. A/B Testing: Identify effective email designs and subject lines through A/B testing.

  3. Social Sharing Buttons: Include social sharing buttons in emails to encourage recipients to share referral links with their networks, expanding campaign reach.

  4. Incentives: Offer incentives like discounts or exclusive offers to referrers and referees to motivate active participation in the referral program.

Key Metrics to Track with Magento Email Refer

  1. Click-Through Rate (CTR): This metric measures the percentage of recipients who clicked on the referral link in the email. It helps assess engagement and interest generated by your email content.

  2. Conversion Rate: Tracking the conversion rate is essential to determine the number of recipients who took a desired action. These actions include purchasing or signing up for a newsletter after clicking the referral link.

  3. Average Order Value (AOV): Monitoring the AOV enables you to evaluate the monetary impact of your email referrals by calculating the average amount spent per customer.


1. How does Magento Email Refer benefit my e-commerce business?

Magento Email Refer is a feature in the Magento platform facilitating customer referrals via email. It benefits your business by promoting marketing, boosting customer referrals, and increasing sales. The tool allows customers to share product details, discounts, and promotions effortlessly.

2. How can I configure Email Refer a Friend in Magento 2 for my online store?

To set up Email Refer a Friend in Magento 2, access the Magento Admin Panel, navigate to Stores > Settings > Configuration, and select Catalog > Email to a Friend. Enable the email template, choose the desired template, and configure options such as guest sharing, maximum recipients, and sending limits. Save your configurations to finalize the setup.

3. What distinguishes Magento Email Refer from other referral marketing tools?

Magento Email Refer is tailored for e-commerce businesses on the Magento platform, ensuring seamless integration with the existing Magento email system. It enhances deliverability by using the business's domain. It also provides advanced tracking and analytics, offering a comprehensive solution.

4. What challenges might arise when implementing Magento Email Refer?

Challenges may include integrating the feature with existing email marketing systems, managing a potential influx of referral emails, and ensuring data security and privacy. Careful configuration, testing, and reliable systems can address these challenges effectively.

5. What strategies can optimize the effectiveness of Magento Email Refer?

Tailor referral email content for individual recipients. Conduct A/B testing to identify effective email designs and subject lines. Include social sharing buttons to encourage recipients to share referral links and offer incentives like discounts or exclusive offers. It helps motivate active participation in the referral program.

6. What key metrics should be tracked for Magento email Referral campaigns?

Track the Click-Through Rate (CTR) to assess engagement and the Conversion Rate to measure desired actions taken by recipients. You can also measure Average Order Value (AOV) to evaluate the monetary impact of your email referrals. These metrics provide valuable insights for optimizing your email referral campaigns.


Magento Email Refer a Friend is designed to enhance customer referrals through personalized email campaigns. It aids in tracking, incentivizing referrals, and measuring customer engagement metrics. This tutorial explored the Email Refer a Friend setup process in Magento 2. It also highlighted the advantages, distinguishing features, common challenges, and optimization strategies associated with Magento Email Refer. You can further enhance your Magento user experience by exploring reliable Magento server hosting solutions for email campaigns.

Maria Ajnawala
Maria Ajnawala
Technical Writer

Maria has over five years of expertise in content marketing, specialising in Magento insights and industry trends. She excels in creating engaging content that resonates within the Magento community.

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