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Klaviyo Flows: Sending a referral email upon enrollment
Klaviyo Flows: Sending a referral email upon enrollment

Sample flows that are triggered when a customer joins your referral program

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

You can use ReferralCandy events to set up your own campaign enrollment flows and send your referral emails from Klaviyo instead of ReferralCandy.

Note: Please disable sending Invite emails from your ReferralCandy Email Settings page to ensure that customers are not getting duplicate emails.

If you haven't yet, we recommend you first read the Klaviyo integration overview, ReferralCandy events and custom properties, and Setting up your email flows articles.


Post-Purchase Flow (Enrolled via post purchase)

You can incorporate ReferralCandy directly into your existing Customer Thank You flow using the available ReferralCandy custom properties.

If you wish to set up a standalone post-purchase flow for your referral program, you can use the Enrolled via post-purchase event to trigger the post-purchase email. Below is a guide on how to create this flow from scratch.

  1. Create a flow from scratch and choose the RC - Enrolled via post purchase metric as the flow trigger. We recommend you set at least 10 minutes delay (as shown below) to make sure that custom properties are already updated for the customer.

  2. Draft your email content and insert custom properties such as the customer’s referral link or sharing portal link.

    Important: Please use the short code you've set for your active campaign when using custom properties for your Klaviyo flows. Learn more

  3. Save your email content and turn on your flow.

Sample post-purchase flow template

In the sample below, we embedded a button block and used the custom property RC FREN - Portal link so customers can access their Advocate Share Page.


Refer friends. Get Rewards

Give your friends 20% off all products. Get 20% off all products when they shop with your link.

Link URL for Button Block:

{{ person|lookup:'RC FREN - Portal link'|default:'' }}



Signup Form Flow (Enrolled via signup form)

Referral emails are automatically sent after a user signs up to your referral program via the Embedded Signup Widget, Referral Widget or the Join Page. ReferralCandy sends an event each time a customer signs up as advocate via the above mentioned channels. You can use the event Enrolled via signup form to trigger the email from Klaviyo.

  1. Create a flow from scratch by using the RC - Enrolled via signup form metric as a flow trigger. We recommend you set at least 10 minutes delay (as shown below) to make sure that custom properties are already updated for the customer.

  2. Draft your email content and insert custom properties such as the customer’s referral link or sharing portal link.

    Important: Please use the short code you've set for your active campaign when using custom properties for your Klaviyo flows. Learn more

  3. Save your email content and turn on your flow.

Sample signup form flow template

Below is a raw sample template with custom properties you can use in your email templates and a preview screenshot:


Hi {{ person|lookup:"First Name"|default:"" }}

Thanks for signing up to Test Store's referral program!

Give your friends 20% off and get 20% off your next purchase.

Share your referral link below

{{ person|lookup:"RC FREN - Referral link"|default:"" }}



Invite Customer Flow (Enrolled via Import Contacts feature)

ReferralCandy sends the Enrolled via invitation event when a customer is added to ReferralCandy via the Import Contacts tool. You can use this event to send the referral invite email from Klaviyo.

  1. Create a flow from scratch by using the RC - Enrolled via invitation metric as a flow trigger. We recommend you set at least 10 minutes delay (as shown below) to make sure that custom properties are already updated for the customer.

  2. Draft your email content and insert custom properties such as the customer’s referral link or sharing portal link.

    Important: Please use the short code you've set for your active campaign when using custom properties for your Klaviyo flows. Learn more

  3. Save your email content and turn on your flow.

Note: When importing customers via the Import Contacts tool, make sure to untick the Send an invite email from ReferralCandy box and choose Import Without Invite so customers don’t get duplicate emails.

Sample invite customer flow template

Below is a raw sample template with custom properties you can use in your email templates and a preview screenshot:


Give 20%. Get 20%

Refer your friends to Test Store and get 20% off your next purchase!

Link URL for Button Block:

{{ person|lookup:'RC FREN - Portal link'|default:'' }}



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