How to Set Up the Credit Expiration Reminder Email
Unused referral credit is a missed sale for you and a missed reward for your customer. The credit expiration reminder email nudges customers before their referral credit expires, so they have time to come back and use their remaining balance.
When the reminder is sent
This email only applies to store credit issued through Referi. It's sent when two things are true:
- The credit can expire. In Apps > Referi > Referrals, the program's store credit expiration must be set to Expires after a set period. Credit that never expires doesn't need a reminder.
- Reminders are turned on. In Apps > Referi > Settings, tick Automatically send customers a reminder before their referral credit expires and choose how many days before expiry it goes out.
This article covers how the email looks and what it says.
Open the email editor
- In your Shopify admin, go to Apps > Referi > Customization.
- Under Referral reward emails, find Credit expiration reminder and click Set up.
Email header
- Reply-to email: where customer replies go. Change it to your own support address so customers can reach you directly.
- Email subject: the subject line, up to 120 characters. The default is
Your {credit_amount} referral reward expires soon at {store_name}.
Use {store_name} for your store's name and {credit_amount} for the amount of expiring credit. Click a variable to insert it, and Referi fills in the real value for each customer.
Main content
| Field | What it does | Default |
|---|---|---|
| Heading | The headline, up to 500 characters. Supports variables such as {customer_name} and {expiration_date}. | Hi {customer_name}, you still have {credit_amount} in referral rewards available. Use it before it expires on {expiration_date}. |
| Instruction title | A heading for the how-to section | How to use your reward |
| Instruction | Tells customers how to use their credit, up to 300 characters. Put each tip on its own line. | Use your reward as store credit at checkout. Any remaining balance will be available for future purchases. |
Tip: Put the expiration date in the heading. A clear deadline is what makes customers act.
Wallet information
The email shows a wallet card with the customer's balance and how much of it is about to expire, followed by a button back to your store.
- Balance title: the label above the balance. The default is "Available balance".
- Store credit expiring: a short line about the expiring amount, up to 70 characters. The default is
{store_credit_expire} expires on {expiration_date}. Use{store_credit_expire}for the amount that's expiring and{expiration_date}for the date. - CTA button content: the text on the button. The default is "Start shopping".
Color settings
Set a hex code and opacity for each button color:
- CTA background color: the default is black (#000000).
- CTA text color: the default is white (#FFFFFF).
Choose colors with strong contrast so the button stays easy to read.
Preview and save
Check the live preview before you save, so you see the subject line, reply-to address, and full email as customers will. When everything looks right, save your changes.
From then on, Referi sends the reminder automatically at the time you set in Settings, to every customer whose referral credit is about to expire.
Tips for a reminder that works
- Make the deadline clear. Mention
{expiration_date}in the heading or wallet text so customers know exactly how long they have. - Show the amount.
{credit_amount}in the subject line tells customers what's at stake before they even open the email. - Keep it friendly, not pushy. A helpful reminder builds goodwill. Customers will appreciate not losing their reward.
- Use your own reply-to address. Make sure customer questions reach your team.
Need help?
If you have any questions or need assistance, please feel free to contact us at [email protected]. We’ll be happy to help.