You can use ReferralCandy events and custom properties to set up your own campaign enrollment flow and send your referral emails from Klaviyo instead of ReferralCandy.
Before you begin setting up a flow, we recommend you first read the Klaviyo integration overview and ReferralCandy custom properties articles.
To learn more about flows, read Getting started with flows on the Klaviyo help center.
Enrollment flow
Create a flow that sends an email when a customer is enrolled in your campaign. You can incorporate ReferralCandy custom properties to personalize your existing content and flows.
Note: You must disable Invite Emails in your ReferralCandy Email Settings to avoid sending duplicate emails to your contacts.
If you wish to set up a new flow for your campaign, you can replicate the following setup and make tweaks as needed.
Trigger
Metric (API): RC - Enrolled
Email
Draft your email content and insert custom properties.
Recommended: Add a button block that redirects to the Advocate's share page. Use the link address below with your campaign short code.
{{ person|lookup:"RC [Short Code] - Portal link"|default:'click here' }}
End
Important: If you want to incorporate ReferralCandy custom properties within an existing flow that isn't triggered by a ReferralCandy event (such as the Shopify "Placed Order" metric), you must add a 5-minute time delay to ensure that the profile custom properties are available and updated.
Enrollment sample flow and template
Enrollment sample flow and template
Sample flow
Sample template
Refer friends. Get rewards
Give your friends 20% off all products. Get 20% off all products when they shop with your link.
GET LINK*
*The GET LINK button block uses the link address:
{{ person|lookup:"RC [Short Code] - Portal link"|default:'click here' }}. Make sure to use your campaign short code.
Using metric filters
Add filters to the RC - Enrolled metric trigger to create other types of email flows.
Multicampaign
Multicampaign
If you're running multiple campaigns, you can create separate flows to send out different post-enrollment invite emails for each campaign.
Condition: Campaign name - equals -
[campaign name]Type: Text
Note: Remember to use the correct campaign-specific custom properties, by adding personalization with the short code specific to the campaign for your targeted advocates/affiliates.
Sample scenario
In this example, the Advocate gets enrolled in two separate campaigns. One for signing up via a form, and another for making a purchase that meets a specific lifetime spend value.
The email templates are distinct, allowing the customer to decide which campaign they can choose to participate in.
Re-enrollment
Re-enrollment
Send an email to a re-enrolled Advocate to let them know that they can refer friends again. How is an Advocate unenrolled?
Condition: First time enrollment - equals - False (sentence case)
Type: Text
You can combine these filters and add OR or AND conditions to create an even more filtered flow setup. Read Understanding flow triggers and filters to learn more.
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