ReferralCandy lets you create and target segments so you can filter which subsets of customers can enroll in your referral campaign. For example, you can target loyal customers whose lifetime spend is more than $500 and send them bigger rewards.
Why use segments?
Segments are dynamic - Customers who match the filters will be automatically enrolled in your referral campaign.
Segments limit your target audience - You can target all your customers or a chosen segment before you set your campaign to live.
Segmented campaigns are optional - Your existing campaign setup remains unaffected if you do not want to use segments at all.
Using a segment in your campaign
Go to Campaigns and select All Campaigns.
Select your Live campaign and click Target Audience.
In the Target this segment dropdown, select one or more segments from the options. Or create a new one.
You can also exclude a segment by selecting one or more values in the Exclude this segment dropdown. This is optional.
Click Save Changes.
Creating a new segment
On the Target Audience page of your live campaign, click the Target this segment dropdown and select Create New Segment.
Type in the segment name and select a segment criteria. In this example, a segment called "High spenders" is composed of customers with a lifetime spend above $150.
Click Save Changes.
Once created, you can now target or exclude the new segment in your Target Audience settings.
Note: Your campaign must be set to Live for the segment to take effect.
How does this impact your Advocates?
The table below outlines how Advocate enrollment is affected by segmentation. This applies to dynamic segments only. Customers are marked as Unenrolled when they do not meet the segment criteria you set for your campaign.
| Enrolled | Unenrolled |
Referral link | Valid link to refer friends | Invalid link that no longer works |
Emails sent | Sent automatically by default:
| Sent automatically by default:
|
Email subscription | Subscribed by default | Subscribed by default (Advocates may still need to be notified of eligible rewards OR future campaigns you may launch) |
Rewards | Same as campaign settings |
|
What’s next?
Learn when invite emails get sent & how Advocates enroll in your program
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