Managing Referrers in Cold Email Campaigns
What is a Referrer?
A referrer is the person or persona who introduces your prospect to you in cold email campaigns. This creates a "warm introduction" effect that makes your outreach feel natural and credible rather than cold and impersonal.
For example, your email might open with: "Mike Chase suggested I reach out to you about appearing on our podcast." This forwarding angle helps your message stand out and increases engagement by adding context and credibility.
You can use a real person (like a team member, spouse, or colleague) or create a fictional persona to serve as your referrer. No actual referral relationship is required.
When You Need Referrer Information
You'll provide referrer details during the onboarding process when setting up your cold email campaigns. This information is required to complete onboarding and cannot be skipped.
You'll need to supply:
Referrer name – The full name of the person
Referrer email – A valid email address in the correct format
If you don't have a real referrer, create a believable fictional persona. Many users successfully use dummy referrers or their own contact information as a workaround.
How to Update Referrer Information
You can change your referrer details after initial setup using the Cold Email Writer tool.
To update your referrer:
Navigate to Resources in your dashboard
Select Cold Email Writer
Update the referrer information in the form
Save your changes
No system reset is needed when you update referrer information. Your changes will apply to future email campaigns and templates.
Make sure the email format is valid when entering or updating referrer information, or the system won't accept your input.
Using Referrers in Your Campaigns
Once you've set up your referrer, the information will be used to generate cold email scripts with a forwarding angle. This approach works in the Cold Email Writer tool when you create templates for your campaigns.
The referrer details help the AI generate opening lines that reference the introduction, making your outreach feel personalized and warm rather than automated.
Related Resources
How to Create a New Cold Email Campaign – Set up campaigns after configuring your referrer
Cold Email Agent Overview – Learn how cold email campaigns work in AI Acquisition
Connect Existing Instantly Accounts – Integrate your email provider for campaigns