With ReferralCandy's integration with Klaviyo, segments work in both directions: ReferralCandy segments can be referenced from Klaviyo profiles, and Klaviyo segments can be built from ReferralCandy events and custom properties to send targeted emails or SMS based on referral activity.
Using ReferralCandy segments in Klaviyo
When a customer is enrolled in a ReferralCandy segment targeted by a campaign, that enrollment is reflected on the contact's Klaviyo profile via the RC - Enrolled event and the campaign-specific RC [Short code] - … custom properties.
To inspect what's on a specific contact's profile in Klaviyo, go to Audience → Profiles and open the contact's profile. You'll see the RC custom properties listed there, plus a record of RC events on the activity timeline.
For a full list of available events and properties, see Klaviyo: ReferralCandy events and custom properties.
Building Klaviyo segments based on referral activity
You can build Klaviyo segments using ReferralCandy events and custom properties to power targeted email or SMS sends. Common patterns:
"Enrolled in a specific campaign" — Klaviyo segment definition based on the RC - Enrolled event filtered by Campaign name.
"Has at least N reward events with reward details" — Use What someone has done (or not done), select RC - Reward earned, and set the event count and timeframe you need. Within that event condition, add Campaign name equals your intended campaign and Reward type is set. A no-reward tier can send this event with only Campaign name; the Reward type filter excludes those events. To count a particular reward type, use Reward type equals that type, such as
coupon, instead. This counts matching event occurrences; do not assume it counts individual incentives when a tier offers more than one reward."Has at least N approved referred purchases" — Klaviyo segment based on the RC [Short code] - Referred purchase accumulated custom property. This counts the advocate's approved, rewardable referred purchases, not their rewards. An approved purchase can increase this count even when a FlexiTiers milestone or gap gives no reward, or rewards stop after the final tier. An older campaign may also need several purchases for one reward — see Reward conditions.
"Close to next reward tier" — Klaviyo segment based on the RC [Short code] - Referred purchase needed for next reward custom property (e.g., advocates 1-2 purchases away from the next tier).
"Has unsubscribed from referral emails" — Klaviyo segment based on the RC - Unsubscribed from campaign emails event.
When using a profile property in a segment condition, select the actual RC [Short code] - … property for your campaign. Do not use the placeholder short code from an example. Personalization is for inserting properties into message content, not for defining a segment.
For Klaviyo's general segment-building docs, see Getting started with segments on the Klaviyo help center.
Troubleshooting
If RC custom properties don't appear on a Klaviyo profile, or render blank in your emails, see Why is my Klaviyo email sending a blank referral link (or any blank ReferralCandy custom property)? for the diagnostic flow.