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Email settings: Invite emails

Patrick avatar
Written by Patrick
Updated this week

Invite emails are important when it comes to bringing in referral sales to your store. It's highly recommend that you enable and immediately send this email to your customers. The longer you wait to send the invite email, the less likely that your customers are able to refer their friends.

Invite emails are sent after your customer becomes enrolled in your campaign based on the target audience you set. Enrollment can be through purchase, from signups, or via invite. Learn more

Klaviyo integration: If you decide to use Klaviyo for your referral emails, we recommend you toggle off Invite Emails to avoid duplicate emails.


Enabling invite emails

To turn on invite emails:

  1. Go to your campaign's email settings page:

    • From the ReferralCandy dashboard, go to Campaigns > Select your campaign > Email Settings.

    • From your Shopify admin, go to Campaigns > Select your campaign. In the Promote campaign section, click Emails.

  2. Toggle on Invite email to enable.

  3. You can configure the invite email to send to customers immediately or set a delay. Select between the following options:

    • Send immediately post-enrollment - The invite email is sent upon checkout and enrollment.

    • Send day post-enrollment - Send the email when the specified number of days is reached upon customer's purchase and enrollment. This delay allows you to send the email after a event. For example, the estimated time when orders have been shipped out to customers.

  4. Save the changes.

Note: Only customers who are subscribed to receiving communications from you can receive campaign emails. You may choose to ignore marketing email preference.


Invite emails FAQ

Can I remove the social media sharing options/icons from the invite/referral email?

The social media icons at the bottom of the invite email make it easy for your advocates and affiliates to quickly share their unique referral link on popular platforms. We recommend keeping these icons enabled, as removing them limits the ways your customers can effortlessly promote your brand and referral campaign.

A common misconception is that you, as the merchant, need to have accounts on these social platforms in order to include the icons. That’s not the case, they’re purely for your customers’ convenience. If you still prefer to remove them from the invite email, just contact us and we’ll assist you.


💬 Need help? Click the chat widget on the right to start a conversation. Learn more


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