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
Using the Invite Customers feature, upload the CSV file exported from Klaviyo.
Click Add Customers. This process may take time depending on the number of contacts you imported. Once done, you will see the number of customers added from the file name you uploaded.
Proceed to the "Add contacts to ReferralCandy" section of the page. Make sure that the "Send an invite email from ReferralCandy" checkbox is unticked.
Click the Import without invite button.
You will get the following popup message confirming that you're importing customers without sending them an invite email via ReferralCandy. Click the Add to ReferralCandy button to proceed.
Adding your contacts may take a while depending on the number of contacts you imported. You can refresh the page to check the progress.
How do I know when my customers are successfully imported?
How do I know when my customers are successfully imported?
Once done, all imported customers are going to be included in your Existing Customers list. 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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