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Using segments in your campaign
Using segments in your campaign

Create segments to target specific customer groups who can enroll in your referral program

Adam avatar
Written by Adam
Updated this week

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

  1. Go to Campaigns and select All Campaigns.

  2. Select your Live campaign and click Target Audience.

  3. In the Target this segment dropdown, select one or more segments from the options. Or create a new one.

  4. You can also exclude a segment by selecting one or more values in the Exclude this segment dropdown. This is optional.

  5. Click Save Changes.

Creating a new segment

  1. On the Target Audience page of your live campaign, click the Target this segment dropdown and select Create New Segment.

  2. 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.

  3. 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.



Referral link

Valid link to refer friends

Invalid link that no longer works

Emails sent

Sent automatically by default:

  • Invite email

  • Reminder email

  • Reward emails

Sent automatically by default:

  • Reward emails (unenrollment does not affect rewardable purchases that were made already)

Email subscription

Subscribed by default

Subscribed by default (Advocates may still need to be notified of eligible rewards OR future campaigns you may launch)


Same as campaign settings

  • No new rewards generated

  • Only approved and pending rewards prior to unenrollment will be sent

What’s next?

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

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