Welcome emails are important when it comes to bringing in referral sales to your store. It's recommended that you enable and immediately send this email to your customers: a referral invite lands best while the purchase is still fresh in your customer's mind. The longer the welcome email waits, the weaker that connection gets — and the less likely your customers are to act on it.
Welcome emails are sent after your customer becomes enrolled in your campaign based on the target audience you set. Enrollment can happen through a purchase, a signup form, or contacts you import. Learn more
Klaviyo integration: If you use Klaviyo to replace this email, set up and test your enrollment flow first. When it is ready to send, turn off Welcome email in the relevant campaign's email settings (see the steps below) to avoid duplicates.
Enabling welcome emails
To turn on welcome emails:
In ReferralCandy, open the campaign you want to edit:
For a referral campaign, click Emails in the Promote campaign section.
For an affiliate campaign, click Manage emails under Promote your campaign on the campaign overview.
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 an 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?
Yes. You can choose which sharing icons appear in the welcome email. You do not need your own accounts on these social platforms: the icons let advocates and affiliates share their referral link from their own accounts.
Open your campaign's Themes (or Edit theme on an affiliate campaign's overview), click Customize on the selected theme, then open Welcome Email. In the block email editor, select the Share buttons block and choose the channels to show: Facebook, WhatsApp, Email, Copy link, Messenger, X, Telegram and Threads. At least one channel must stay selected in this picker.
To hide the sharing section, open that section's ... menu in the left-hand section list and choose Hide in the email customers receive. This hides the whole section, including its text. In the default welcome layout, the main sharing button is in a separate section and remains visible. If you have rearranged the blocks, check which content is inside the section before hiding it. Preview the email and save when ready.
Skip the channel the main button uses prevents that channel appearing twice. Turning individual icons off does not change the main button's destination. When Link destination is Your primary sharing method, the separate Sharing method selector chooses the main channel. Choose Theme setting to inherit the theme default, or choose a channel for this email. That choice applies to every main share button in the email and is separate from the icon choices.
To change where the main button goes in this email, select its Button block and use Link: The friend offer page (referral link), The advocate portal, The store home page, or Your primary sharing method. Choosing the referral link, portal or store does not require changing the theme’s primary channel. To change the shared default, return to Theme Assets → Theme settings → Primary sharing method. An email with its own sharing method keeps that choice.
If your theme still opens the previous email editor, use its Show social share icons and Social icons to show controls instead. See the theme guides for Shopify and other platforms.
Previous email editor only: if you turn off Show social share icons while a social platform is the primary sharing method, it automatically switches to Copy link. The block editor's channel picker and section Hide action are different controls.