The Email Integration method is recommended for Cratejoy retailers. Cratejoy does not allow invoice emails to be BCC’ed, so we prepared this workaround article to help you set up your integration with ReferralCandy.
Getting your unique ReferralCandy email address
On your ReferralCandy dashboard, go to Integrations and click Standalone.
Select Email Integration as your connection type and click Next.
Copy your unique ReferralCandy email address.
Setting up automatic forwarding in your email client
Note: Please go to your email client's support site and follow the instructions they provide on setting up automatic forwarding.
Go to your email client (e.g.: www.gmail.com).
You’ll need to set up automatic forwarding of emails based on these criteria:
Sent from “support@cratejoy.com”
Subject “New Order #”
Forward all emails matching the criteria to your ReferralCandy BCC email address.
If your email client asks you to enter a verification code to allow automatic forwarding, they will email the code to the unique 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 is set up, send us a message to confirm. You may use the following template:
"I've followed the integration steps in your Help 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 are using Gmail, follow the instructions below:
Go to your 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.
Now, go to ReferralCandy, and go to “Manage > Invoice Emails”.
You should see a new invoice email on the page. If you don’t see it, refresh the page.
Click on the new invoice email.
There will be a whole bunch of text in this email, but within it you should see a line that tells you to insert the verification code on Gmail. The code will probably be a string of numbers. Copy that code.
Go to Gmail, and navigate to “Settings” (click the gear icon on the right of the page).
Go to the “Forwarding and POP/IMAP” tab.
Paste the verification code into the input field.
Adding the referral tracking code to Cratejoy
Go back to your ReferralCandy Integration page.
Find the referral tracking code snippet and click Copy.
On your Cratejoy dashboard, go to the Design tab.
Click Code. You may wish to make a copy of your theme before editing the code.
Navigate to components > customer > thank_you > Customer Thank You Content > component.html.
Paste the code after the closing </section> tag.
Click Save.
Setting 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 this code before the {% if order.gifts_only %} part & save the email:
Email address of customer:
<blockquote>
#{{ order.customer.email }}
</blockquote>
Click Save.
It may take up to 24 hours for ReferralCandy to analyze and extract data from your first invoice email. Once this is done the first time, subsequent invoice emails with the same data layout will be extracted instantly.
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