By default, if a new client has come from a referral, Rocket Referrals will suggest a thank you card and mention the primary referral source by name in the card (e.g. "Thank you for referring John" or "We will take extra care of Jane").

Default Template

{{contact.firstname}},

Your referral means the world to us. We're honored that you entrust your friends and family to us. {% if referral %}We will take extra care of {{referral.firstname}}!{% else %} We will take extra care of them!{% endif %}

Thanks so much,

{{signature}}




Primary and Spouse Template

{{contact.firstname}},

Your referral means the world to us. We're honored that you entrust your friends and family to us. {% if referral %}We will take extra care of {{referral.firstname}}{% if referral.spousefirstname %} and {{referral.spousefirstname}}{% endif %}!{% else %} We will take extra care of them!{% endif %}

Thanks so much,

{{signature}}




Primary and Spouse with last name included

{{contact.firstname}},

Your referral means the world to us. We're honored that you entrust your friends and family to us. {% if referral %}We will take extra care of {{referral.firstname}}{% if referral.spousefirstname %} and {{referral.spousefirstname}}{% endif %} {{referral.lastname}}!{% else %} We will take extra care of them!{% endif %}

Thanks so much,

#{{signature}}




If you have questions or need help customizing your templates, don't hesitate to call (888) 978-8325 or email help@rocketreferrals.com.