Appendix B

TEMPLATES

Terms, copy and a checklist to start from. Edit them to your voice, and have counsel read anything with a prize.

Referral terms, in plain language

You get [reward] when a friend you invite places their first order
and it's delivered and past our [30]-day return window.
Your friend gets [reward] on their first order.

- New customers only. One invite link per new customer.
- Up to [10] rewards per [quarter]. Rewards expire after [90] days.
- Rewards apply to the product subtotal, not shipping or tax.
- No self-referrals, duplicate accounts, bots, mass messages or
  posting codes on coupon sites. We may void rewards and close
  accounts that break these terms.
- If you post about us to earn rewards, say so in the post.

The invite at first use (email)

Subject: How's It Working So Far?
Preview: if it's doing its job, someone you know might want one too

[First name], it's been [N] days since your [product] arrived.
If it's doing what you hoped, here's a link to share with one
person who'd use it: [link]. They get [reward] on their first
order, and when it's delivered, you get [reward].

If it isn't working, reply to this email and tell us why.

The invite at first use (SMS)

[Brand]: Glad your [product] is working. Know someone who'd use
one? They get [reward], you get [reward] once theirs arrives:
[link] Reply STOP to opt out

The gift insert card

Someone thought of you.
This came from [giver first name], and it's yours.
When you want your own, use [CODE] for [offer] on your first order.
[short url]

Loss Day, for a draw or a sellout

Subject: The Winner, And What Carries Forward
Preview: your lifetime [entries/points] didn't go anywhere

[First name], the [prize] went to [winner first name] in
[state], drawn live [date].

It wasn't you this time. Your [1,860] lifetime [entries] are still
on your account, and they count toward what's next.

The next [prize] is already on the lift. Get on the list to hear
first: [link]

Only promise what the next cycle's official rules already say. If a head start isn't cleared, the email doesn't mention one.

Before any mechanic with a prize ships

  1. Is there a free way to enter with equal standing?If a purchase gets entries, a free method must too, on the same terms.
  2. Are the official rules published before entries open?Eligibility, dates, prize and value, odds statement, free method of entry, sponsor.
  3. Do the prizes trigger state registration?New York and Florida require registration and bonding for games of chance with total prizes over $5,000.
  4. Is every number in the marketing exactly true?Balances, ranks and counts are representations. Show only what you can reconcile to the system of record.
  5. Does anything change after entries open?It shouldn't. What isn't in the rules at launch waits for the next cycle.

This is one chapter of Close the Loop, which is free and readable in full on a single page with no form in front of it.