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Klaviyo: Inviting past customers to ReferralCandy
Klaviyo: Inviting past customers to ReferralCandy

Add your Klaviyo customer lists to ReferralCandy

Adam avatar
Written by Adam
Updated over a week ago

You can manually invite customers to join your referral program from your Klaviyo lists and segments by following this step-by-step guide. Before proceeding, ensure that Klaviyo is properly integrated into your ReferralCandy account. If you haven’t done so already, follow our Klaviyo integration guide.

We also recommend you first read the ReferralCandy events and custom properties and Setting up your email flows articles.

Set up your Klaviyo flow and email

Before sending an invitation to your customers, set up a Klaviyo flow first using the RC - Enrolled via invitation metric as the flow trigger. Follow the Enrollment via Invite Customer feature guide for a sample flow template.

You can also use ReferralCandy custom properties in your invite email template. Read more about ReferralCandy custom properties and how to use them.

Export your Klaviyo list and segments

Export a copy of your contacts from the Klaviyo list and segments you wish to invite to your referral program and download them in CSV format using the steps here.

The CSV file should follow the following format:

  • Column 1 should be first_name or First Name

  • Column 2 should be last_name or Last Name

  • Column 3 should be email or Email

  • Column 4 should be locale (optional)

Import contacts to ReferralCandy

For the complete instructions on how to upload a CSV file to import contacts to ReferralCandy, read this article.

How do I know when my customers are successfully imported?

Once done, all imported contacts are going to be included in your Contacts. A unique referral link will be generated for each customer.

In Klaviyo, you will see the RC - Enrolled via invitation event on their profile page under Metrics. This event will trigger the flow you created and send the email to the customers you have invited.

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