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 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 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 social sharing icons appear in the welcome email, or hide them entirely. The icons at the bottom of the email give your advocates and affiliates one-tap ways to share their unique referral link, so we recommend keeping them — but the choice is yours. To adjust them, open your campaign's theme editor (Customize campaign > Themes > Customize on your active theme), select the welcome email, and untick Show social share icons to hide the row — or untick individual platforms under Social icons to show. The same controls exist on every campaign email — more in the theme editor guide for Shopify and other platforms.
One thing to note: the welcome email highlights one sharing option as its primary sharing method. If you hide the welcome email's social icons while a social platform is set as the primary sharing method, it automatically switches to Copy link so the email keeps a working share option.
And a common misconception: you don't need accounts on these social platforms to show the icons — they're purely for your advocates'/affiliates' convenience.