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Managing campaign email settings
Managing campaign email settings
Set up and enable core emails sent to your customers through ReferralCandy
Adam avatar
Written by Adam
Updated this week

This guide will help walk you through how to enable, disable and set intervals for all the core emails that are sent to your customers through ReferralCandy. You can find these in your campaign's Email Settings.

By default, all emails are set to enabled and to their recommended setting.

Note: Once the referral program is set to Active, these emails will be queued and sent after every purchase a customer makes at your store.


Invite Emails

  • The Invite Email is potentially the most important element when it comes to bringing in referral sales. We highly recommend that this email be sent immediately as we’ve seen that the longer you wait to send this email, the less likely your customers are to refer their friends.

  • Klaviyo Integration: If you decide to use Klaviyo for your referral outreach emails, we recommend you disable the Invite email sent through ReferralCandy. Please visit this link to get set up.

When is the invite email sent out? When someone joins your referral campaign. This depends on what target audience you’ve set for your referral campaign. Learn more

Post-purchase invite email

This email is sent after a customer makes a purchase that makes them eligible to be enrolled as an Advocate in your referral program.

Setting a delay in sending out the Post-purchase invite email:

This delay is often used by retailers to send the referral email to Advocates typically after their orders have been shipped to them.

  1. On your ReferralCandy dashboard, go to Campaigns and click All Campaigns. Select your active campaign.

  2. Under the Invite email section, find Post-purchase invite and make sure it is enabled.

  3. Select the "Send 1 day post-enrollment" radio button. You can set this value to your desired number of day(s).

  4. Click Save Changes.

Self-signup invite email

This email is sent after a customer signs up for your referral program via the following:

Reminder Emails

  • The Reminder Emails will be sent to your customers at specified intervals (recommended interval is 2 weeks).

  • You have the option to stop sending reminder emails after a specific amount of them have already been sent.

  • If you choose "Never stop sending," you don't have to worry about reminder emails being too "spammy" (we hate spam too!). They run on an adaptive system that spaces out their delivery if we detect that your customers are not interacting with them, eventually stopping altogether. Your customers can also choose to unsubscribe at any point.

Reward Notification Emails

  • Pending, Successful, and Ineligible Reward Emails are all enabled by default as these help keep your Advocates updated about the status of their referrals.

  • You have the option to disable these email notifications to stop ReferralCandy from sending them on your behalf.

  • Klaviyo Integration: If you decide to use Klaviyo for your reward notification emails, we recommend you set up email flows in Klaviyo first before disabling them on ReferralCandy.

Email marketing opt-in

  • Not ticking the checkbox will ensure that every customer that makes a purchase from your store is enrolled in the referral program.

  • Checking “Only email customers who agreed to receive marketing emails from your store” will limit enrollment into the referral program strictly to those who have opted in to receive marketing emails.

  • Note: This section is only available to Shopify and BigCommerce users. For more information with regards to Shopify opt-ins please visit this page.


💬 Need help? Click the chat widget on the right to start a conversation. Learn more


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