Welcome 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 welcome email, the less likely that your customers are able to refer their friends.
Welcome 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 welcome. Learn more
Klaviyo integration: If you decide to use Klaviyo for your referral emails, we recommend you toggle off Welcome Emails to avoid duplicate emails.
Enabling welcome emails
To turn on welcome emails:
Go to your campaign's email settings page:
Toggle on welcome email to enable.
You can configure the welcome email to send to customers immediately or set a delay. Select between the following options:
Send immediately post-enrollment - The welcome 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.
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 on Shopify and other platforms.
Welcome emails FAQ
Can I remove the social media sharing options/icons from the welcome/referral email?
Can I remove the social media sharing options/icons from the welcome/referral email?
The social media icons at the bottom of the welcome 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 welcome email, just contact us and we’ll assist you.
💬 Need help? Click the chat widget on the right to start a conversation. Learn more