This article discusses features and capabilities available only for merchants on non-Shopify platforms. If you're using Shopify, visit this article.
Customize the text and appearance of your campaign's emails, pages, and widgets.
Set the branding
From the ReferralCandy dashboard, go to Campaigns > Select your campaign > Email & Pages.
Find your active theme and click Edit.
Click the Branding tab. On the branding tab, you can customize the following:
Logo - Upload in JPG or PNG format, with a maximum file size of 10 MB. The recommended dimensions for the logo is 280px (width) and 140px (height). If it exceeds either, the logo is resized to a max width of 300px and a max height of 100px.
Banner - Upload in JPG or PNG format, with a maximum file size of 10 MB. The recommended dimensions for the banner image is 1400px by 500px.
Remove banner from the join page, share page, or post-purchase popup
Favicon - Upload a maximum of 192px square image in ICO, PNG, GIF, JPG or, SVG format. This appears as the website or tab icon in a user's browser when they view a page about the campaign.
Primary Color - Select a preset or input a HEX color code to set the primary color
Font - Select a custom font for your emails and pages
Primary sharing method – Choose the default sharing option for this theme. This will be shown as the main call-to-action across your referral experience (for example, on your Share Page, in your welcome/post-enrollment email, and in widgets using this theme). Tip: WhatsApp is selected by default. Pick the channel your customers are most likely to use.
This setting only changes which sharing option is primarily highlighted. It doesn't remove the other share methods, and it doesn't change your default Facebook/X/WhatsApp share copy, those are edited in Social media messages.
Click Save.
Edit the content
Customize the content of your referral emails and pages. You can also edit campaign-specific elements such as the offer text, portal link text, and call-to-action (CTA) buttons.
From the ReferralCandy dashboard, go to Campaigns > Select your campaign > Email & Pages.
Find your active theme and click Edit.
Click the Content tab. On the content tab, you can do the following:
Edit the text and elements of all your campaign emails, pages, and widgets
Preview the edits for both desktop and mobile.
If your campaign uses multiple languages, ReferralCandy provides default translations for the standard content in supported languages. After you enable a language, the default translations are immediately available on the theme — review each one to make sure the wording matches how you'd describe your campaign, and edit any that don't fit your preferred tone or terminology. Learn more
Test and edit all text
Click Send Test Email and send a sample to your test email address to see how the email looks in an inbox..
If you want to change the entire content of all available emails, pages and widgets on the ReferralCandy dashboard, click the following buttons located in the bottom-left corner:
View All Content - Preview all content such as the invite, engagement and notification emails, and advocate or affiliate account pages
Edit All Text - Access and edit all the text in your emails, pages and widgets
Enter Developer Mode - Edit the HTML code of your emails, pages, and widgets. Learn more
Customizing emails & pages FAQ
How do I edit my emails and pages without affecting my customers?
How do I edit my emails and pages without affecting my customers?
We recommend you duplicate your theme first to avoid making changes to your live theme. To create a copy of a theme within a campaign:
From the ReferralCandy dashboard, go to Campaigns > Select your campaign > Email & Pages.
Click the gear icon.
Select Duplicate.
Click Edit to customize the duplicated theme and save the changes.
Once your theme is fully set up, go back to Emails & Pages and click Select to activate the new theme.
Note: You may only duplicate themes within the same campaign. Themes can't be duplicated and transferred between campaigns.
Why are the emails and pages different for my affiliate campaign?
Why are the emails and pages different for my affiliate campaign?
Affiliate campaigns use the Affiliates Theme in your campaign's Emails & Pages, which contains the Signup Details Page, as well as slight theme differences that cater more towards an affiliate campaign.
Why are the tiered rewards I offer not showing up in my campaign emails and pages?
Why are the tiered rewards I offer not showing up in my campaign emails and pages?
With FlexiTiers, affiliates and advocates see the reward tiers that your store offers to encourage them to reach those milestones. This is only available in the default Simple and Affiliates themes.
If you previously enabled the developer mode for your campaign's themes and used custom code, the reward tiers won't appear in your emails and pages. To fix this, you can:
Create a new theme and activate it for your campaign
Let us know and our team can implement the reward tiers into your existing theme
Regarding Selecting one Primary sharing method: Can advocates still share using other channels?
Regarding Selecting one Primary sharing method: Can advocates still share using other channels?
Yes. The primary sharing method only sets the default/featured button. Advocates can still choose the other sharing icons/links.
What is the "Friend's name" field on the Share Page?
What is the "Friend's name" field on the Share Page?
What does the "Friend's name" field do?
The "Friend's name" field is optional. It lets your advocate add a friend's name before sharing their referral link, so the referred friend sees a more personal greeting after they click the link (for example: "Hi Alice").
Is it required for referrals to track or rewards to work?
No. Leaving it blank won't affect referral tracking, friend offers, or rewards—the link still works as normal.
Can I change the text, or hide this field?
Yes. In the theme editor (Share Page), you can edit the "Friend's Name Field Text" label, or hide the field using the "Hide friend name field text" option.
Why might advocates see "about:blank" when sharing?
Why might advocates see "about:blank" when sharing?
This is standard browser behavior for mailto: links, not a ReferralCandy issue. It happens when an advocate clicks a share option that opens their email client with a pre-composed message — and they don't have a default email client set on that device (common on shared computers, some browsers, or mobile without a Mail app).
Advocates who hit this can still share using any of the other share options. If this is coming up often from your audience, let us know — that kind of feedback helps us prioritize where to invest in improvements.
Why does my preview show "John" or other placeholder data?
Why does my preview show "John" or other placeholder data?
The theme editor uses placeholder data so you can see the layout before going live. You'll see things like "John" for names, "UNUSED" for the coupon code, "$10 cash" for the reward, and "john@example.com" for email fields. The header reads "Welcome Email Preview", "Join Page Preview", etc. — the word "Preview" tells you it's sample data. Real customers see their own data.
Does "Send test email" use real customer data?
Does "Send test email" use real customer data?
No. It still uses the same placeholder data as the editor preview. The test email is meant to help you verify how the email looks and lands in an inbox — deliverability, layout, fonts, images — not to be a fully functional working email. Buttons inside test emails aren't tied to a real referral, so they may not lead anywhere meaningful. The real version your customers receive is fully working.
Why does my own referral link show "SAMPLE" instead of a real coupon code?
Why does my own referral link show "SAMPLE" instead of a real coupon code?
Your referral link is designed for the friends you share it with — they're the ones who'll see (and use) a real coupon code when they open it. When you click your own link, you'll see "SAMPLE" in place of the discount code, plus a banner at the top: "Don't worry if you can't see the coupon code. The actual code will appear when your friends see this page."
You don't actually need to open your own link to test — sharing it normally is enough, and the friend opening it will see the real code.
If you want to verify the full referral flow end-to-end, see Testing the referral process.