← View All Guides
EmailOctopus logo
Integration Guide

How to Build Referral Campaigns in EmailOctopus with GrowSurf

Merge tags put each contact’s own referral link into a single EmailOctopus campaign or automation.

Want the full setup walkthrough?

Use these docs for exact setup steps, supported fields, and troubleshooting.

Once GrowSurf is syncing to an EmailOctopus list, each contact’s referral link and progress are custom fields. EmailOctopus merges them into campaign content with double curly braces, so one send gives every reader their own link.

The same merge tags work in automation emails, which reach each new contact on their own timeline rather than everyone at once.

Integration Steps

Check the fields are populated

The EmailOctopus API key field in the GrowSurf Program Editor
EmailOctopus lives in Program Editor > 4. Options > Integrations.

Open a synced contact in EmailOctopus and confirm the GrowSurf fields carry values before you build the campaign.

Insert the referral link

Use {{GrowSurfShareURL}} as both the href and the visible text. A URL the reader can see is a URL they can paste into a message.

Add progress where it helps

{{GrowSurfTotalReferralCount}} and {{GrowSurfNextMilestone}} turn a generic ask into a specific one. Keep the sentence readable for someone at zero, because most of the list is.

Move the prompt into an automation

An automation email keeps asking every new contact after signup, where a campaign asks once. Change the reward in GrowSurf and the next sync updates the values.

Code Snippets

The referral link

<p>Share your referral link:</p>
<a href="{{GrowSurfShareURL}}">{{GrowSurfShareURL}}</a>

Progress and next milestone

<p>You have made {{GrowSurfTotalReferralCount}} referrals so far.</p>
<p>{{GrowSurfNextMilestone}}</p>

A share button

<a href="https://twitter.com/intent/tweet?url={{GrowSurfShareURL}}">Share on X</a>

Tips

Double braces around the field tag

The field tag alone does not merge. {{GrowSurfShareURL}} does.

Write for zero referrals first

Most of your list has not referred anyone. Make the default sentence work for them, then add the progress line.

Test with a synced contact

A preview against someone who is not a participant renders blanks and tells you nothing.

FAQ

What is the merge syntax?

Double curly braces around the field tag, for example {{GrowSurfShareURL}}.

Do merge tags work in automations?

Yes, the same as in campaigns.

Why is my referral link empty?

The contact has not synced yet, or the field tag is misspelled.

Trusted by marketing and product teams that grow through customer, user, and partner referrals.