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?
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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