Testing the Referral Process
Adam avatar
Written by Adam
Updated over a week ago

For a step-by-step guide please check the video found below:

Important notes

  • Your campaign must be set to LIVE for you to be able to test it

  • For testing a referred purchase, you must use an email address that is not yet added to your ReferralCandy account's Existing Customers list

  • Shopify and BigCommerce: Unique coupon code is limited to new customers only based on your Shopify/BigCommerce store's existing customers list

How to test the referral process (text instructions)

To test the referral process with ReferralCandy, please follow these steps:

Step 1: Disable your referral emails and widgets

This is to ensure that no new customers sign up for your referral program while you're testing.

  1. On your ReferralCandy dashboard, go to Campaigns and click All Campaigns.

  2. Select your active campaign and go to Email Settings.

  3. Disable all referral emails.

  4. Go to your campaign's Widgets page and disable all widgets.

    • If you have embedded ReferralCandy widgets on your store website, please make sure to disable them from your admin panel.

Step 2: Make a test referral purchase

First, sign up as an Advocate:

  1. On your active campaign's page, go to Emails & Pages.

  2. Click your referral program Join Page URL. This will redirect you to your Join Page so you can sign up for your referral program and become an Advocate.

  3. Enter your test email address and name (optional) and click Get Invite Link.

  4. Once your unique referral link is provided, click Copy Link.

Next, make a test referral purchase as a Referred Friend:

  1. Open the referral link you copied using a different device, a different browser, or an incognito window to simulate a referral purchase.

  2. Here you'll see the friend offer landing page. Click the coupon code to copy. Then click Shop Now to proceed to your store.

  3. Select an item and proceed to checkout. Make sure that the purchase amount meets the minimum purchase requirements you set on your Reward Settings page.

  4. Enter the necessary details for testing, such as the name, phone number, email address, billing/shipping address, and payment information.

    Important: Make sure that the email address you are using for testing does not yet exist within your ReferralCandy account's Existing Customers list.

  5. Complete the test purchase at checkout.

Depending on your integration type and platform, the first referral purchase placed at your store may take up to 1 hour to be detected.

Step 3: Review the test purchase

To check if the test referral purchase was successful:

  1. On your ReferralCandy dashboard, go to My Store and click Purchases & Referrals.

  2. Find the test purchase you made. Detected purchases should be at the top of the list. You can also use the search bar and input the test email address you used.

  3. Click the referral purchase to see the Purchase Information. Here you'll see information such as the purchase date, amount, customer name and email, etc.

  4. Find the Referral Details section. If the test purchase was successful, you will see information about the Advocate (Referrer) you signed up for your referral program earlier.

Step 4: Delete the test purchase

Once you've verified that referred purchase was successfully detected and purchase details are correct, delete the test purchase to complete the testing.

  1. On your ReferralCandy dashboard, go to My Store and click Purchases & Referrals.

  2. Find the test purchase you made and click to view the Purchase Information.

  3. Click Delete Purchase.

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