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Inviting past customers to join your referral program
Inviting past customers to join your referral program

Manually add customers or import customer lists from Mailchimp or CSV file

Caye Arahan avatar
Written by Caye Arahan
Updated over a week ago

The Invite Customers feature allows you to invite past customers and automatically enroll them as advocates in your referral program.

Using Klaviyo? This article includes steps on how to invite customers to your referral program using ReferralCandy's postman service. If you wish to send the invite via Klaviyo, follow this article instead.

Upload or import email addresses

To manually add and invite past customers to join your referral program, go to your ReferralCandy account, click Manage Customers, then select Invite Customers.

Click Add Customers and select the method you want to use.

Important: Verify your sender ("Sent From") email address first to be able to import customer lists from a CSV file or Mailchimp.

Import From Mailchimp

This lets you import a list of contacts from Mailchimp. If you have not connected your Mailchimp account to ReferralCandy, you will be asked to log in to Mailchimp first.

Select the Mailchimp list(s) you wish to add to your referral program and click Add List. You can delete a list before you can send out the invite.

Upload A CSV

This allows you to upload a list of customers you wish to invite to your campaign. Click Add CSV file or simply drag the file to the upload box, then 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 use multiple languages, do consider using locale when uploading CSV to make sure customers receive the email in the correct language.

You can download a sample CSV file here.

Add A Customer By Email

This is a great way to invite individual customers you wish to enroll in your referral program. You may also use this if you wish to send a test email to your email address.

Just fill out the Email, First Name and Last Name fields and click Add Customer.

Sending out the invite emails

After uploading or importing, your contacts will not automatically receive an email after importing them to the dashboard. To send out invite emails:

  1. Ensure that the box next to Send an invite email from ReferralCandy is ticked. You also have the option to preview the email your contacts are going to receive before sending it.

    Once you are good to go, click Import and Invite.

  2. You will see a popup message to confirm. If you wish to proceed, click Send Now.

  3. This process may take up to 24 hours to complete. Refresh the page to confirm the progress.

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