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welcome to the refer friend popup box in this video were going to demonstrate how to send an email text thank you message to the referring client so once youve linked the referring client to the new clients file youll have their contact information cell phone email and once youve saved it then the send email text button will display so from here if I select send email text I will send a Twilio text to this cell phone number here and an email to this email address here so you can always edit these if you dont have them so I just select send email and it automatically a text and an email was sent to the client thanking them for referring new new business and you can set that template up in admin in the text email text templates to customize that message that is sent for more information visit a TL manager com