Campaign Management FAQ
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Written by Adam
Updated over a week ago

Can I disable the Friend Offer page? (Shopify)

Yes you can. On the dashboard, go to Campaigns > All Campaigns > Select your active campaign. Go to your Widgets page and toggle off the Friend Offer page setting. 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 off or on, 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 we pass via UTM will unlikely be passed to the platform. This is very likely to affect referral detection, and subsequently, the performance of your referral program.

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

Unfortunately, no. You aren't able to disqualify a referral or delete a purchase after the review period is over through the ReferralCandy dashboard.

Our engineers will still be able to do so through our backend system but we will not be able to recall any rewards that have already been issued.

So, if you'd like to do so, please contact us with the following information:

  1. The reason why the referred purchase needs to be removed:

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

  3. Date / Time of the referred purchase:

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

  5. Amount of the referred purchase.

Does ReferralCandy have social media integration?

Yes. ReferralCandy has integration with Twitter, Facebook and WhatsApp to allow Advocates to easily share their referral link with friends with a simple click of a button.
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As a retailer, you are able to set the default message that will appear when Advocates share their referral link via each channel. They can also personalize the message if they wish before sharing it on social media.

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

How do I activate or stop my campaign?

Upon signup, you need to do the following to set your campaign to Live:

  1. Complete any tasks you need to do before you can activate your referral program. ReferralCandy has a Quick Start Guide that will help you get started.

  2. Head over to your dashboard, go to Campaigns and click All Campaigns.

  3. Select the campaign you wish to activate.

  4. Click the Review & Activate button on the top left corner of the page.

To learn more about changing your campaign's state, read this article.

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

If you're changing the design or layout of your emails & pages, you might not want your customers to receive the interim designs.

To avoid making changes to your live theme, we recommend you create a duplicate version that you can make revisions on and then publish that version.

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

  2. Click Email Settings.

  3. Click the gear icon and select Duplicate.

  4. To customize the duplicated theme, click Edit.

  5. 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 incentives?

The answer is no. There's no need for you to stop your referral campaign when you change your referral incentives. Stopping your campaign prevents you from gaining new Advocates during that period of time.

Your campaign's reminder emails will contain the newest referral incentives, and serves to update your Advocates about changes in your referral program. If you wish, you can change the content of your reminder emails to highlight recent changes in your referral incentives.

Tip: You can add an extra line of text in your referral and reminder emails letting your Advocates know that referral incentives are subject to change. (e.g.: "Note: Offers may changes from time to time".)

What is a ReferralCandy Advocate Portal?

Each ReferralCandy account comes with an Advocate Portal hosted by ReferralCandy.

Read this article to see what pages your customers will see in the portal.

Will I still get charged if I stop my campaigns?

As long as your account is Active, you will be 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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