10 years of referral marketing insights in ultimate playbook

Not sure how to optimize and scale your referral program? We've got you covered: 

10 years of insights from helping merchants like you launch and scale referral programs—all covered in The Ultimate Referral Marketing Playbook. 

Every chapter covers each crucial aspect of a program, and the tips and tricks you can use for them. From how to choose referral incentives, to learning how to promote your program to your customers—it's a long one but trust us, it's going to be worth your time.

You can download the playbook here now. Enjoy!

Send invite emails to past customers with Klaviyo

Using Klaviyo as your email sender? You can now send an invite to past customers to join your referral program with Klaviyo! Use the trigger Enrolled via Invitation in Klaviyo to send an invite email upon inviting a new referrer or advocate into your referral program 📮

Get started with 4 easy steps below: 

  1. Set email flows and templates in Klaviyo
  2. Upload your list of Klaviyo subscribers (csv) to ReferralCandy
  3. ReferralCandy generates referral links for you
  4. Emails are then sent from Klaviyo

Wanna try? Go to Invite Customers and start inviting past customers (tip: your Klaviyo account should already be integrated with ReferralCandy). If you're stuck, follow this help article or reach out to our friendly CS down below 🏃

ReferralCandy Live: Q&A

In this fireside chat, we're hosting our CS experts to share their best practices for running a successful referral program Don't miss out on this live 45 min Q&A session - available for the next 3 weeks:

  • Get an overview of ReferralCandy: Learn how it can scale your business
  • Learn best practices: Our CS experts of 5 years, Adam and Caye, will share tips from their experience informing over 30,000 brands
  • Get your questions answered: Anything about 3rd party integrations, landing page or email designs

🎧 Join us here by selecting your preferred time here. See you soon!


Pro tips to optimize your referral program

Hey ReferralCandy community!

This is just a quick reminder that our CS team is always a click away to help optimise your referral program 🤘 Simply click the Intercom widget on the bottom right of your screen to start a chat.

For example, here are some of their tips:

  • Promoting your referral program (from Katherine Maneul): Add your referral program's Join page url as a tab or menu item on your website to promote the campaign or encourage customers to sign up as an advocate proactively
  • Setting up rewards (from Cris Lopez): Consider giving cash rewards to advocates, particularly when your product is expensive or bought intermittently (e.g. furniture, gym equipment, electronics etc.)

If you have questions or need guidance, please don't hesitate to reach out!

Create targeted email flows from Klaviyo

Hey everyone! We're excited to announce some cool updates for Klaviyo:

  • Personalized referral emails with Klaviyo segmentation - Send self-signup, invitation, reminder and reward emails from Klaviyo instead of ReferralCandy! Use our specific custom properties in Klaviyo to create segments, customize flows and targeted email campaigns. For example, send different emails to drive first or subsequent referrals. 
  • Embed reward coupon code, expiry date & more - We now pass more referral specific information for you to customize. For example, when your advocate earns a reward, you can embed their discount coupon code in Klaviyo emails
  • Greater flexibility & control - Want to send all referral emails from Klaviyo? Once you’ve set it up in Klaviyo, you can now turn off reminder & post-signup emails in our email settings. (Soon, you'll also be able to send the manual invite to past customers from Klaviyo).

🚀 Here's a full list of help articles to try out the newly upgraded Klaviyo. 

Pro tips to optimise your referral program (part 2)

Here is another round of tips from our star CS team to optimize your referral program 🤘

  • Turn on your post-purchase widget (from JC Fajardo): Invite customers who just made a purchase at your store. If you're a Shopify merchant, turn it on with one click here. If you're a non-Shopify merchant, check this help article
  • Mention the minimum purchase amount (from Behnaz Jalali): On your landing page, include the minimum purchase amount required for the friend coupon to work. You can set the minimum purchase amount under Reward Settings over here

If you have questions or need guidance, please don't hesitate to reach out by clicking on the chat bubble on your bottom right!

Customize your friend landing page

From now on, you have more control over the look and feel of your friend landing page! We apply your logo and brand color automatically - suiting your brand and encouraging referred friends to click through your site!

The Friend Landing Page is where referred friends are taken to once they link on a referral link. Click 'Shop now', and they get redirected to your store with the coupon code applied at checkout.

Wanna try? Head over to Email and Pages > Friend Landing Page to customize your branding!

🧑‍🚀 Coming soon: Big improvements with Klaviyo Integration..

Reminder Email Improvements

Reminder emails are a great nudge to entice advocates to refer. At the same time, we don't want to bombard your customers' inbox with too many emails and get marked as spammy 🤧

To solve this, you now have more control over the send rules of reminder emails! For example:

  • # of referrals: Once X referrals are reached, stop sending reminder emails to that advocate
  • Limit # of emails: Once X reminder emails have been sent, stop sending reminder emails to that advocate

💌 Only applicable for merchants who use ReferralCandy as their email platform.

Let's boost your email deliverability 🚀

We just released a powerful feature called custom email domains! Now, your outgoing emails can be changed from ReferralCandy's default postman@candymail.com to your dedicated domain like referrals@yourstorename.com.

It consists of 2 quick steps: 1) verify sender email and 2) domain authentication.


What's in it for me?

  • Better email deliverability: domain authentication shows email providers like Gmail that the email sender is the owner of the domain. This makes it more likely that emails get to your recipient's inbox! 
  • More control over branding: the "via candymail.com" will no longer appear after you complete the 2nd step.

If you're a..

  • New merchant: we recommend setting this up before you launch your campaign.
  • Existing merchant: if you've already launched your campaign without custom email domains, you can always change the settings.
  • Merchant using Klaviyo or MailChimp: this won't affect you as you are not using ReferralCandy's default email provider.

Check out our help article for a step-by-step approach 🔗
(This feature is available only on our new dashboard. You can make the switch to the new dashboard here). 

New dashboard testing, custom domain, and more

Hello there!

Here are some quick updates on the exciting projects we have been working on:

1. New dashboard rollout

We are testing the new dashboard with 100 merchants to make sure it is working great. Keep an eye out for an invite from us to try the new dashboard!

2. Custom email domain

You will soon be able to send your referral emails via your brand's domain (with the new dashboard). This will give you more control over the branding and deliverability of your emails. We are QA-ing this feature at the moment.

3. Klaviyo improvements

Many ecommerce merchants use Klaviyo for their email marketing. To allow you to manage and automate your referral emails in Klaviyo, we are improving our Klaviyo integration. Let us know below if you have any specific feedback on our Klaviyo integration.

If you are not using Klaviyo with ReferralCandy yet, here's how you can set it up.

4. Multi-language text fix

Previously, merchants who enabled multiple languages for their referral program had issues saving edits to their text. This has been fixed. 

Show Previous EntriesShow Previous Entries