Campaign enrollment

Ways your customers can participate in your referral program and become an Advocate

Adam avatar
Written by Adam
Updated over a week ago

Customers go through different enrollment states depending on the target audience you set up for your campaign, and your customers' referral activities. There are multiple ways for your customers to be a part of your referral program.

When a customer makes a purchase, signs up using a form, or is manually imported to a segment, they are automatically registered as a contact in your account. The contacts list serves as the basis for enrollment based on the configuration of your account's segments, and your campaign's target audience.


How enrollment works

Set up your target audience

Customers are enrolled in your referral campaign if they meet the segment criteria of the segments targeted by your campaign.

Learn more about segments and configuring your campaign's target audience here.

Enrollment options

There are multiple ways for your customers to enroll in your referral campaign when they meet your segment criteria:

  • Purchase - Customers are automatically enrolled after making a purchase at your store. Once enrolled, they receive the invite email which contains their referral link with sharing options. Learn more

  • Signup form - Customers that sign up for your referral campaign using widgets or the join page. Once enrolled, the widget or page shows their referral link, which they can share with friends.

  • Import contacts - As a merchant, you can manually enroll customers using the Import Contacts tool when you create or edit a static segment. You can import contacts via a CSV file, email, or Mailchimp.

Once enrolled, an invite email is sent to the Advocate across these enrollment options. The Invite Email must be enabled on your campaign's Email Settings page. Learn more

Unqualified contacts

If the contact doesn't meet a segment criteria, they aren't enrolled in the campaign. However, they are automatically registered as contacts and will remain non-enrolled until they meet the segment criteria of your campaign's target audience.


Contacts and Advocates

Contacts are all the customers participating in your referral program, whether they are enrolled or not in any campaign. Advocates are contacts that were successfully enrolled in any campaign.

  • Contacts (Account level) - When your customers make a purchase at your store, sign up for your referral campaign, or are imported to segments, they are automatically registered as contacts in your ReferralCandy account. To view a complete list of contacts in your account, go to Contacts > Manage.

  • Advocates (Campaign level) - When your contacts meet the campaign's segment criteria, they are enrolled as Advocates in your campaign. Unqualified contacts are not added to the Advocates list, but remain in your contacts list.

    To view a list of Advocates in your campaign, on your dashboard go to Campaigns > All Campaigns > Select your campaign, and click Advocates on the left sidebar.

Note: Not everyone in a campaign's Advocates list is enrolled and able to refer friends. When an Advocate fails to meet a segment criteria, they are tagged as Unenrolled and won't be able to refer. See Enrollment states.


Enrollment states

States

Campaigns and segments

Can refer?

Enrolled

Contacts that meet a segment criteria, where that segment is targeted by your campaign.

They are added to your campaign's Advocates list, and are tagged as Enrolled.

✅ Yes. Enrolled contacts are able to share their referral link and refer friends.

Unenrolled

Contacts that were previously enrolled in your campaign, but do not meet the campaign's segment criteria anymore.

They are on your campaign's Advocates list tagged as Unenrolled.

❌ No. Unenrolled contacts have a referral link, but they won't be able to refer friends.

Waitlisted

Contacts that were not previously enrolled in your campaign, but do not meet the segment criteria for your campaign upon purchase or signup.

They are not in any campaign's Advocates list. They are added only to your account's contacts list tagged as Unenrolled.

❌ No. Waitlisted contacts do not have a referral link yet, and so they won't be able to refer friends.

How is an Advocate unenrolled?

An Advocate is unenrolled when they stop meeting your segment criteria. For example, if you increased the lifetime spend of a dynamic segment from $50 to $100:

  • Your Advocates who have less than $100 lifetime spend, and were previously enrolled in your campaign, are now tagged as Unenrolled.

  • The unenrolled Advocates remain on your campaign's Advocates list, but they won't be able to refer friends.

  • Unenrolled Advocates need to reach a total spend of $100 at your store to be tagged as Enrolled again. Once re-enrolled, they can continue referring their friends.


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