> ## Documentation Index
> Fetch the complete documentation index at: https://docs.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.

<img src="https://mintcdn.com/extole/wCoosrNLYZq4SH58/images/extole/9e66b03f39827be0a4b6c13d1f5f1208d53fda6a966007356c22f89a7e7f47a3.png?fit=max&auto=format&n=wCoosrNLYZq4SH58&q=85&s=8790b0604dd6e6c6bc40212bece8b8ef" alt="Screenshot showing 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..." width="638" height="839" data-path="images/extole/9e66b03f39827be0a4b6c13d1f5f1208d53fda6a966007356c22f89a7e7f47a3.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](\<https://success.extole.com/en/articles/11932190-add-a-promotion-onsite-call-to-action-or-marketing-email?q=add+a+cta>)** and then **[Upload and Email an Audience](\<https://success.extole.com/en/articles/10772043-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](\<https://success.extole.com/en/articles/10772142-optimizing-your-referral-program>)**[.](\<https://success.extole.com/en/articles/10772142-optimizing-your-referral-program>)
