The import contacts tool allows you to manually add individuals or customer lists to a segment. When you set this segment as a campaign's target audience, the imported contacts are enrolled in that campaign. Below are use cases for the import contacts tool:
Retargeting your website visitors
Re-engaging your past customers or one-time customers
Running a curated or invite-only affiliate program
Using Klaviyo? This article includes steps on how to invite customers to your referral program in the ReferralCandy web app or Shopify app. If you wish to send the invite via Klaviyo, follow this article instead.
Step 1: Choose or create a segment
Imported contacts are added to a static segment. Before you import the contacts, you must select or create a new segment.
Go to your Contacts page:
Select a segment or create a new one:
On the ReferralCandy dashboard, click the Select a segment dropdown and select Create New Static Segment.
In Shopify admin, click Create new segment. In the popup, select Static then click Create.
Enter the static segment's name and save.
Click Import contacts to this segment. Select from the dropdown options:
Import from Mailchimp
Upload a CSV
Add customer by email
Note: By default, all contacts, manually imported or not, are part of the prebuilt All Customers segment. All imported contacts are added to a static segment. Learn more about segments
Step 2: Upload or import contacts
There are 3 import methods available when adding contacts to a static segment. You can use multiple methods together when importing.
A. Import from Mailchimp
A. Import from Mailchimp
This lets you import a customer list from Mailchimp. If your Mailchimp account is not yet connected to ReferralCandy, log in to Mailchimp first.
Select Import from Mailchimp from the dropdown menu.
Check the customer list(s) you want to add to the segment.
Click Add list.
B. Upload a CSV
B. Upload a CSV
Prepare a CSV file of your customers and upload to the static segment.
Select Upload a CSV from the dropdown menu.
Add CSV file button to upload the file from your device, or use the drag-and-drop method. Download a sample CSV file here.
Once the file is uploaded, click Add Customers. The CSV file should have the following column headers:
first_name or First Name
last_name or Last Name
email or Email
locale (optional)
If you're using multi-language, use the locale column to make sure customers receive notifications in the correct language.
C. Add customer by email
C. Add customer by email
Import individual customers to your referral campaign. This can also be used to send test emails to your email address.
Click Add customer by email from the dropdown menu.
Fill out the pop-up form. The email address is a required field.
Note: If you don't know the customer's name, the part of the email address before the @ symbol is used as the first name.
Click Add customer.
Import queue
After the contacts are selected, they are queued for review and importing. You can delete an imported contact or list by clicking the trash bin icon under Actions. Once you're good with the queue, click Import.
A popup message appears with information on how you can enroll your imported contacts in your campaign. Click Next to proceed.
Note: The system may take some time to update your contacts list depending on the volume of your imported contacts.
Step 3: Target the segment
To enroll the imported contacts in your referral program, you must set the segment as the target audience for a campaign. Once the segment is targeted by a campaign, the contacts in the segment are immediately enrolled and added to the campaign's Advocates list.
The enrolled contacts receive the invite email which contains their unique referral link, and sharing options which they can use to start referring friends. Read Understanding segments and target audience to learn more.
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