What this template solves

  • Closes the loop for referrers when their invitee takes meaningful action beyond signup.
  • Motivates continued referral activity by showing real progress.
  • Distinguishes between "accepted invite" and "became an active user."
  • Uses in-app-first delivery to keep referrers engaged without email overload.

When to use this template

Use this template when:

  • Your referral program rewards actions beyond just accepting an invite.
  • Conversion might happen days or weeks after the initial referral acceptance.
  • You want to notify referrers at the moment that matters for reward eligibility.
  • You already have a referral-accepted workflow and need the next funnel stage.

How it works (step-by-step)

  1. Trigger. Referred user completes a conversion action (first project, first purchase, etc.).
  2. In-app notification. Referrer sees a celebration message with referral progress.
  3. Wait 8 hours. Allow time for the in-app message to be seen naturally.
  4. Email if unseen. Send a follow-up email only if the in-app notification wasn't read.

Best practices

  • Define conversion clearly. Document what actions count — signup alone usually isn't enough.
  • Name the action. {{ name }} completed their first project is more motivating than "Referral converted."
  • Show reward progress. If rewards are pending, explain what's left to earn the full payout.
  • Encourage more referrals. Gently suggest sending another invite while enthusiasm is high.

Common mistakes to avoid

  • Notifying too early. Wait for genuine activation, not just account creation.
  • Duplicate with referral-accepted. Accepted and converted are different moments — use both workflows.
  • Ignoring fraud. Verify conversion actions are legitimate before notifying and issuing rewards.

FAQ

What's a good conversion action?
First meaningful product use: creating a project, sending a notification, completing onboarding, or making a purchase.

Should I notify the referred user too?
Consider it. A "Your friend will earn a reward thanks to you" message reinforces the social connection.

How is this different from referral-accepted?
Accepted fires when the invite is accepted. Converted fires when the invitee completes a valuable action.