There are different ways your customers can enroll in your referral program, become an Advocate for your store, and start referring their friends and earning rewards. You can enable and implement these types of enrollment options together or choose only the ones that best suit your store’s needs.

Enrollment via Post-purchase

Encourage your customers to refer their friends after they check out at your store by enabling and implementing the following post-purchase options.

Post-purchase Invite Email - if enabled in your Email Settings, customers will receive a welcome email letting them know that they are now enrolled in your referral program after their purchase. From the email, they can share their unique referral link via email or social media. Learn more
Email marketing opt-in (Shopify only): If you have Email marketing opt-in checked on your Email Settings page, only customers who gave their consent will receive the Post-purchase Invite Email. Customers who opted out of receiving marketing emails will still be enrolled, but will not receive core referral emails.

Post-Purchase Popup widget - this pops up after the customer makes a purchase at your store. They can copy or share their unique referral link from the popup widget. Learn more

Segment eligibility

Only customers who meet your segment criteria (e.g.: minimum lifetime spend) will be enrolled in your referral program. If you have Post-Purchase Invite Email enabled in your Email Settings, and a customer makes a purchase that does not meet your segment criteria, they will not receive the invite email.

If you have the Post-Purchase Popup widget enabled, the widget’s behavior will depend on the option you set and whether the customer met the segment criteria.

Show referral link immediately upon purchase
- Eligible: The customer will be able to see and share their referral link after purchase
- Not Eligible: The customer will not see the popup widget at all
Show referral link after signup
- Eligible: The customer will be able to see and share their referral link after purchase
- Not Eligible: The customer will see a signup form*

*Note: If the non-eligible customer tries to sign up, they will receive a message letting them know that they did not meet the criteria to join your referral program. They will still be added to your Existing Customers list as a contact, but their profile will be tagged as Unenrolled, and they will not be given a unique referral link.

Enrollment via Invite

You can manually invite and enroll your customers to join your referral program by using the Invite Customers tool.

Invite Customers tool - you can import Klaviyo and Mailchimp lists, upload a customer list in a CSV file, or individually add customers to your referral program. Once done, the customers you invited will become Advocates. Learn more

Segment eligibility

If you invite customers using any of the options above, they must first meet the segment criteria you've set for them to be enrolled. Once this is met (e.g.: they make a purchase), they will be tagged as Enrolled where they’ll be given their unique referral link that they can share with their friends.

Enrollment via Self-signup

ReferralCandy provides various options you can implement to encourage customers to sign up for your referral program. By using signup widgets or sharing your Join Page, customers can enroll themselves in your referral program by providing their name (optional) and email address.

Embedded Signup Page - add a signup page anywhere on your website. Learn more

Referral Widget - embed a floating widget at the bottom of your website. Learn more

Signup via your Join Page - you can find your Join Page URL on your Emails & Pages page. You can share this link on your website or your marketing newsletters. From your Join Page, customers can sign up for your referral program.

Segment eligibility

New customers will not be able to sign up for your referral program unless they make a purchase that meets your segment criteria (e.g.: minimum lifetime spend). If they try to sign up, they will receive a message letting them know that they are not eligible to enroll.

They will still be added to your ReferralCandy Existing Customers list as a contact, but their profile will be tagged as Unenrolled and they will not be given a unique referral link.

💬 Need help? Click the chat widget on the right to start a conversation. Learn more