The email integration is the recommended connection type for Cratejoy merchants. Cratejoy doesn't allow invoice emails to BCC or forward to ReferralCandy. This guide serves as a workaround to complete the ReferralCandy integration with your Cratejoy store.
Step 1: Get your ReferralCandy email address
On your ReferralCandy dashboard, go to Integrations > Standalone.
Select Email Integration as the connection type and click Next.
Copy your unique ReferralCandy email address.
Step 2: Set up automatic forwarding
Email integration uses invoice emails to track and detect referrals. To proceed with the integration, set up automatic forwarding in your email client where you send out invoice emails to your customers.
Note: Setting up automatic forwarding may vary depending on your email client. Go to your email client's support site and follow the instructions on setting up automatic forwarding.
Go to your email client. For example, www.gmail.com.
Set up automatic forwarding of emails based on these criteria:
Sent from: “support@cratejoy.com”
Subject: “New Order #”
Forward all emails that match the criteria to your ReferralCandy email address.
If your email client asks you to enter a verification code to allow automatic forwarding, it will be sent to your ReferralCandy email address. Find the email in your Invoice History page and use that code to get verified.
If you are using Gmail, follow the instructions below.
Once automatic forwarding setup is complete and verified, contact us to confirm.
You may use this template: "I've followed the integration steps in your help center article to integrate ReferralCandy with my Cratejoy store. Please help ensure my invoice emails get parsed correctly."
Automatic forwarding verification with Gmail
Automatic forwarding verification with Gmail
If you're using Gmail as your email client, follow the instructions below to set up automatic forwarding:
Go to your Cratejoy store and make a purchase.
Cratejoy will send you an “Order Received” email, and Gmail will try to forward it to the ReferralCandy email address.
On the ReferralCandy dashboard, go to My Store > Invoice History. You should see a new invoice email. If you don’t see it, refresh the page.
Open the new invoice email. Find the line with instructions to enter the verification code on Gmail. The code is likely a string of numbers. Copy that code.
Go to Gmail, and navigate to the Settings page.
Go to the Forwarding and POP/IMAP tab.
Paste the verification code into the input field.
Step 3: Add the referral tracking code to Cratejoy
On your ReferralCandy dashboard, go to Integrations > Standalone.
Find the referral tracking code snippet and click Copy.
On your Cratejoy dashboard, go to the Design tab.
Click Code.
Navigate to components > customer > thank_you > Customer Thank You Content > component.html.
Paste the code after the closing
</section>tag.
Click Save.
Step 4: Set up Cratejoy notifications
Go to Settings and click Notifications.
Under Admin Notifications, click Order received. This is the email that gets sent to you after a customer places an order at your store.
Paste the below code before the
{% if order.gifts_only %}and save the email:Email address of customer:
<blockquote>
{{ order.customer.email }}
</blockquote>Click Save.
Note: It may take up to 24 hours for ReferralCandy to process your first invoice email. Once completed the first time, subsequent invoice emails are processed immediately.
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