This is the second part of the Getting Started articles to help you kick off your referral or affiliate program with ReferralCandy. If you haven’t yet, read the first part to learn about the basics of running your campaigns.
This guide covers optimizing your referral or affiliate program through customization options, third-party integrations, and referral marketing tools.
Interested in running an affiliate program? Subscribe to the AffiliatePlus (Beta) add-on. Sign up for the early beta access in the ReferralCandy web app or Shopify app.
Inviting past customers to your referral program
If you have an existing list of customers you wish to enroll in your referral program, you can import contacts to a segment, and add the segment to your campaign's target audience. You can also import your Klaviyo lists and segments to ReferralCandy.
More ways to invite customers
Now that you understand how the typical referral journey works, below are other ways for your customers to join your referral or affiliate program:
Share your portal link via your homepage or newsletter
Set up widgets to promote and boost your referral program
Shopify: Use the following widgets if you're a Shopify merchant:
Referral extension that appears on your Shopify checkout page
Friend offer popup on your Shopify store page for referred friends
Join block on your Shopify pages to encourage customers to sign up for your campaign
Customer referral details extension for logged-in Shopify customers to see information about the campaigns they're enrolled in
Other platforms: Embed the following widgets in your store site:
Enable a post-purchase popup that appears upon checkout
Insert an embedded signup page that you can add to your store’s website
Embed a floating referral widget at the bottom of your site
Integrating with third-party apps
Here are some email marketing platforms you can integrate with ReferralCandy:
Customizing your referral program emails and pages
ReferralCandy takes care of sending out referral communications to advocates and their friends. You can personalize these emails and pages according to your branding and style.
Edit the content of your referral emails and pages to communicate your campaign successfully. You can change your subject lines and make messaging tweaks
Use the Developer Mode (Non-Shopify) to edit the content in-depth using HTML/CSS
Use ReferralCandy Liquid variables and objects to add dynamic content to your emails and pages
We also recommend you check out these useful resources and articles:
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