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Campaign Management FAQ
Adam avatar
Written by Adam
Updated over a month ago

Can I disable the Friend Offer page? (Shopify)

Yes. On the dashboard, go to Campaigns > Select your campaign. Go to your Widgets page and toggle off Friend Offer Page. Disabling this will take the referred friend straight to your store's homepage when they click on the Advocate's referral link.

Important: Regardless of whether this feature is toggled on or off, ReferralCandy passes the discount code to your Shopify store via UTM parameters. However, if you run a headless setup (or any non-Shopify landing page), the discount code will unlikely be passed to the platform. This will affect referral detection and the performance of your referral program.

Can I disqualify a referral or delete a purchase after the review period is over?

Unfortunately, no. You can't disqualify a referral or delete a purchase after the review period is over.

ReferralCandy engineers can still disqualify or delete a purchase through the backend system, but doing so won't recall the rewards that were already issued. If you want to pursue purchase disqualification or deletion after the review period, contact us with the following information:

  1. The reason why you need to void or remove the referred purchase.

  2. Email address of the referred friend who made the purchase.

  3. Date and time of the referred purchase.

  4. Email address of the Advocate to whom the referred purchase was credited.

  5. Amount of the referred purchase.

You can find these information on your Purchases & Referrals page.

Does ReferralCandy have social media integration?

Yes. ReferralCandy has social media integration with X (formerly Twitter), Facebook, and WhatsApp that allows Advocates to share their referral link with friends with one click of a button.
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You can set the default message that appears when Advocates share their referral link via each channel. Advocates can also personalize this message before sharing.

Here is an example of what the referral email looks like with the social media sharing buttons at the bottom:

How can I invite past customers or website visitors to join my referral program?

There are a couple of ways to invite past customers and website visitors to join your referral program:

Through newsletters using the Advocate join page

Each ReferralCandy account comes with an Advocate join page link. To invite people who are subscribed to your mailing list, include a link to your join page in your periodic newsletter to invite them to sign up for your referral campaign.

Include a link on your home page

To let your website visitors know about your referral program, include a link to the Advocate join page on your home page. You can also use the embedded signup page or the floating referral widget to embed a signup page on your website. Hop over to this blog post to see how others have done so.

How do I activate or stop my campaign?

Upon signup, you need to do the following to make your campaign live:

  1. Complete any tasks you need to do before you can activate your referral program. Follow the Quick Start Guide to help you get started.

  2. On the dashboard, go to Campaigns.

  3. Select the campaign you wish to activate.

  4. Click the Campaign actions button on the top right corner of the page.

    • Select Review & activate to make a campaign live.

    • When a campaign is live, you can Stop or Pause the campaign.

To learn more about campaign states, read this article.

How do I delete a campaign?

Deleting a campaign from the ReferralCandy dashboard is not possible. What you can do is deactivate a campaign by setting its status to Stop or Pause.

How do I edit my emails & pages without affecting my customers?

We recommend you duplicate your theme first to avoid making changes to your live theme. Use the duplicate version to set up and test your new theme. To duplicate the theme:

On the dashboard, go to Campaigns > Select your active campaign.

  1. Click Email Settings.

  2. Click the gear icon and select Duplicate.

  3. To customize the duplicated theme, click Edit.

  4. Once you're done, click Publish to make the theme live for your campaign.

Should I stop my referral campaign when I change my referral rewards?

No. There's no need for you to stop your referral campaign when you change your referral rewards. Stopping your campaign prevents you from gaining new Advocates during that period.

Your campaign's reminder emails contain the newest referral rewards, and they serve to update your Advocates about changes in your referral program. You can change the content of your reminder emails to highlight recent changes in your rewards.

Tip: You can add an extra line of text in your referral and reminder emails letting your Advocates know that referral rewards are subject to change.

What is a ReferralCandy Advocate Portal?

Each ReferralCandy account comes with an Advocate portal hosted by ReferralCandy. View the pages that your customers see in the portal.

Will I still get charged if I stop my campaigns?

As long as your account is Active, you are charged as normal regardless of the status of your campaigns. Learn more

Why did my campaign stop automatically?

The system may stop your campaign due to issues with your rewards, integration, or ReferralCandy account. Learn more


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


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