When necessary, you can change the following customer information in your ReferralCandy contact list:
First Name
Last Name
Email Address
Locale or Language - if your referral program supports multiple languages
Phone number (Shopify)
Note: Changes made to the contact details in ReferralCandy won't affect the contact details in your eCommerce platform, and vice versa. For Shopify merchants, ReferralCandy contacts are added to your Customers page.
Updating customer information
Go to your contacts or customers page:
In the search bar, find the contact using their name or email address.
Click the contact's name to view their information.
To enter the contact editor popup:
On the ReferralCandy dashboard, click Actions and select Edit Details.
In Shopify admin, go to the Customer panel. Click the three-dot menu and select Edit contact information.
Edit the fields you need to update.
Save the changes.
Contacts FAQ
What does the "ReferralCandy contact" tag mean in Shopify admin? Why don't all my customers have the tag?
What does the "ReferralCandy contact" tag mean in Shopify admin? Why don't all my customers have the tag?
For Shopify merchants, contacts who sign up for your referral or affiliate program via ReferralCandy are automatically added to your Customers page with the ReferralCandy contact tag. This means that the contact was created by ReferralCandy in Shopify on behalf of the merchant.
Why a customer may not have the "ReferralCandy contact" tag
Only customers who signed up via a form or a widget get the tag added to their profile. Contacts may not have the ReferralCandy contact tag if:
Instead of signing up for your campaign via a form, they made a purchase at your store to register and enroll in your referral or affiliate program.
The customer registered for your campaign before the ReferralCandy app migration to Shopify in March 2024. Only new customers who signed up after the migration get the ReferralCandy contact tag.
The contact already exists as a customer in Shopify admin before you implemented a referral or affiliate program through ReferralCandy.
Because of the reasons listed above, the ReferralCandy contact tag may not be a reliable piece of metadata for identifying and managing your ReferralCandy customers in Shopify admin.
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