A customer can participate or be enrolled in your referral program and become an Advocate in one of the following ways:
If your store has Invite Email enabled, each customer is sent a referral email upon making a purchase. Once the invite email is sent, the customer is considered an Advocate. You can learn more about sending out referral emails here.
To enroll existing customers into your referral program, you can use the Invite Customers feature. This feature sends referral emails to your existing customers and automatically adds them as Advocates in your referral program.
If your store allows visitors to sign up for your referral program, you can direct visitors to your store’s ReferralCandy Portal Access Page. Once they sign up, they become Advocates and participate in your referral program. Your Advocates can start sharing immediately through their Portal Sharing Page, and receive an invite email. You can learn more about setting up signup widgets here:
Using segmentation?
Enrollment depends on how merchants set their target audience (ex. All customers or VIP customers). Check how it works when you use the default settings vs. segmentation to filter Advocates to your needs.
Note: The “segments” feature is released to new merchants only. This will be released to all merchants soon!
How are Advocates enrolled into my program? | Target Audience: All Customers (Default) | Target Audience: ‘VIP’ Segment | Target Audience: ‘Widget Signups’ Segment (For affiliate program) |
After a customer makes a purchase | Enrolled immediately after purchase | Enrolled only if they meet segment criteria (ex. Spend > $ 100) | N/A |
After an Advocate meets the segment criteria | N/A | Enrolled immediately | Enrolled immediately (signup via widgets or Join Page) |
After an Advocate signs up via the Join Page or referral widget | Enrolled immediately | Enrolled only if they meet segment criteria (ex. Spend > $100)
None of the widgets work if they don’t meet the criteria | Enrolled immediately |
After you manually invite past customers using the “Invite Customers” feature | Enrolled upon importing contacts and sending invite email | Enrolled upon importing contacts and sending invite email | Enrolled upon importing contacts and sending invite email |
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