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Viewing and searching your contacts (customers)

Learn how to use the ReferralCandy Contacts page to view and search your customers, check email subscription status and last email status, export contacts, and unsubscribe customers. Works for both Shopify and other platforms.

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Written by Adam
Updated this week

Viewing and searching contacts in ReferralCandy

This article is for merchants using ReferralCandy on Shopify or on other ecommerce platforms.

The Contacts page lists all contacts (typically your customers) known to ReferralCandy and their email-notification status. From this page, you can:

  • Check whether a contact is subscribed or unsubscribed

  • See the status of the last referral email we tried to send them

  • Export your contact list

  • Access tools to unsubscribe or ban contacts (see related articles below)

This article explains what you see on the Contacts page, how to open it in Shopify and in the ReferralCandy web dashboard, and how to search for specific contacts.


What are “contacts” in ReferralCandy?

In ReferralCandy, a contact is anyone your store interacts with through the referral program.

Most contacts are customers who bought from your store, but contacts can also include people who:

  • Signed up for your referral program, or

  • Were imported from another system

In this article, we’ll use contacts as the main term, and occasionally say contacts (customers) to help you connect the dots.


Quick navigation

Make sure you’re logged in to the correct store/account for these links to work.


Opening the Contacts page

For Shopify users (via the Shopify dashboard)

  1. In your Shopify admin, go to Apps ▸ ReferralCandy.

  2. In the left-hand menu of the ReferralCandy app, click Contacts.

  3. You’ll see your contact list along with Subscription Status and Last Email Status.

At the top-right of the page you’ll also see:

  • Export – download the list of contacts as a CSV file.

  • Segments – jump straight to your saved customer segments.


For other platforms (via the ReferralCandy web dashboard)

  1. Log in to your ReferralCandy account at my.referralcandy.com.

  2. In the left-hand menu, click Contacts.

  3. You’ll see the Existing Customers table, showing your contacts (customers) plus their Email Notifications and Last Email Status.

At the top-right of the table you’ll see:

  • Export Customers – download the list as a CSV file.

  • Unsubscribe Customers / Ban actions – manage contact permissions (see related articles below).


Understanding the columns

You may see slightly different column labels depending on whether you’re using the Shopify app or the ReferralCandy web dashboard, but the information is the same.

Common columns

  • Name – the contact’s name.

  • Email – the email address used for ReferralCandy.

  • Joined – when this contact first appeared in ReferralCandy (for example, when they made a purchase, joined the referral program, or were imported).

  • Subscription Status / Email Notifications

    • Subscribed – the contact is opted in to receive referral-related emails from ReferralCandy.

    • Unsubscribed – the contact has opted out and will no longer receive referral-related emails.

  • Last Email Status – shows what happened to the most recent email ReferralCandy tried to send to that contact. See the detailed meanings below.

Shopify-only column

  • Shopify ID – the internal Shopify customer ID for this contact.

Action column

  • Shopify appView activity log lets you see recent referral-related activity for that contact.

  • Web dashboard – per-contact actions such as Unsubscribe or Ban may appear here. For detailed steps, see the related articles listed below.


Last Email Status meanings

Last Email Status shows the result of the most recent email ReferralCandy tried to send to that contact.

Possible values are:

  • Sent – ReferralCandy successfully handed the email off to the contact’s email provider, but we have not received a final delivery response yet.

    This does not guarantee the email reached the inbox, only that it was sent from our side.

  • Delivered – The contact’s email provider confirmed they accepted the email.

    The email could still land in the spam/junk folder, but it was successfully delivered to the provider.

  • Bounced – The email could not be delivered.

    This can be temporary (for example, the inbox is full) or permanent (for example, the email address doesn’t exist).

  • Complained – The contact or their email provider sent a complaint about the email.

    This often happens when someone clicks “Report spam” in their inbox.

  • Rejected – The email reached the contact’s email provider, but the provider rejected it.

    This is usually due to the provider’s spam or security filters.

  • Blocked – ReferralCandy did not send the email.

    This typically applies to domains or addresses that have a history of rejections/complaints, or temporary/relay addresses (for example, some Amazon proxy emails).

  • Not Sent – The last email was intentionally not sent.

    For example, the contact is unsubscribed or did not meet the conditions to receive that email.

  • No Data – There is no delivery information for the last email.

    This mainly applies to older emails from before we started logging detailed sent/delivered/bounced statuses.

  • N/A – Not applicable for this contact or email type.


Searching for a contact

You can search the Contacts list in both the Shopify app and the ReferralCandy web dashboard.

  1. Open the Contacts page.

  2. Do one of the following:

    • Shopify app – click the search icon at the top-right of the table to open the search bar.

    • Web dashboard – place your cursor in the search bar above the table.

  3. In the search bar labeled Search by name, email, or exact referral code ("FRIEND-1ABCDE2"), type your search term.

  4. The list will update to show only matching contacts.

  5. To reset the list, clear the text in the search bar or click Cancel (Shopify app).

You can search by:

  • Name (for example, Jane Doe)

  • Email (for example, jane@example.com)

  • Exact referral code (for example, FRIEND-1ABCDE2)

Tip: Searching by exact referral code is helpful when you’re troubleshooting a specific advocate or customer.


Exporting your contacts

You can export the current Contacts list to CSV in both interfaces:

  • Shopify app – click Export in the top-right of the Contacts page.

  • Web dashboard – click Export Customers on the Existing Customers page.

The export includes the key columns you see on screen so you can analyze your contacts in a spreadsheet tool.


Managing subscriptions and bans (related articles)

For step-by-step instructions on unsubscribing or banning contacts, see these audience-specific articles:

These articles explain how to use the unsubscribe and ban actions that appear on the Contacts page and in individual contact views.

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