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Customizing your referral emails & pages
Customizing your referral emails & pages

Design your campaign emails and pages to align with your store's branding and style

Adam avatar
Written by Adam
Updated today

The ReferralCandy dashboard provides many options for customizing the text and styling of your referral campaign emails and pages.


Set the branding

  1. Go to your Themes page:

    • From the ReferralCandy dashboard, go to Campaigns > Select your campaign > Email & Pages.

    • From your Shopify admin, go to Campaigns > Select your campaign. In the Customize campaign section, click Themes.

  2. Find your active theme and click Edit (Non-Shopify) or Customise (Shopify).

  3. Click the Branding tab (Non-Shopify) or the branding icon (Shopify).

On the branding tab, you can customize the following:

  • Logo - Upload in JPG or PNG format, with a maximum file size of 10 MB. The recommended dimensions for the logo is 280px (width) and 140px (height). If it exceeds either, the logo is resized to a max width of 300px and a max height of 100px.

  • Banner - Upload in JPG or PNG format, with a maximum file size of 10 MB. The recommended dimensions for the banner image is 1400px by 500px.

    • Remove banner from the join page, share page, or post-purchase popup

  • Favicon - Upload a maximum of 192px square image in ICO, PNG, GIF, JPG or, SVG format. This appears as the website or tab icon in a user's browser when they view a page about the campaign.

  • Primary Color - Select a preset or input a HEX color code to set the primary color

  • Font - Select a custom font for your emails and pages


Edit the content

Customize the content of your referral emails and pages. You can also edit campaign-specific elements such as the offer text, portal link text, and call-to-action (CTA) buttons.

  1. Go to your Themes page:

    • From the ReferralCandy dashboard, go to Campaigns > Select your campaign > Email & Pages.

    • From your Shopify admin, go to Campaigns > Select your campaign. In the Customize campaign section, click Themes.

  2. Find your active theme and click Edit (Non-Shopify) or Customise (Shopify).

  3. Click the Content tab (Non-Shopify) or the content icon (Shopify).

On the content tab, you can do the following:

  • Edit the text and elements of all your campaign emails, pages, and widgets

  • Preview the edits for both desktop and mobile. On the ReferralCandy dashboard (Non-Shopify), you must click View All Content to preview all content types.

  • If you're using multiple languages, select the language and add the translations for each content manually. Learn more

Test and edit all text (Non-Shopify)

Click Send Test Email and send a sample to your test email address to see how the email would look like from someone's mailbox.

If you want to change the entire content of all available emails, pages and widgets on the ReferralCandy dashboard, click the following buttons located in the bottom-left corner:

  • View All Content - Preview all content such as the invite, engagement and notification emails, and Advocate account pages

  • Edit All Text - Access and edit all the text in your emails, pages and widgets

  • Enter Developer Mode - Edit the HTML code of your emails, pages, and widgets. Learn more


๐Ÿ’ฌ Need help? Click the chat widget on the right to start a conversation. Learn more


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