ReferralCandy

Adam

Manage customer information and referred purchases

Managing Contacts & Referrals

Learn how to use the ReferralCandy Contacts page to view and search your customers, check email subscription status and last email status, export contacts, and unsubscribe customers. Works for both…

Viewing and searching your contacts (customers)

[Shopify] Viewing individual contact information

[Other Platforms] Viewing individual contact information

Importing customers to a segment

Change your ReferralCandy customer's information

[Shopify] How to edit contacts

[Other Platforms] How to edit contacts

Prevent advocates from referring or getting rewards when they violate your store's policies

[Shopify] How to ban a contact

[Other Platforms] How to ban a contact

Stop ReferralCandy campaign emails, or delete a customer from both Shopify and ReferralCandy.

[Shopify] How to subscribe/unsubscribe or delete contacts

Stop an advocate from receiving email communications about your referral program

[Other Platforms] How to subscribe/unsubscribe or delete contacts

Export a CSV list of advocates enrolled in your referral program

[Shopify] Downloading a list of your customers

[Other Platforms] Downloading a list of your customers

How advocates and affiliates access their portal, where to find its URL, what each portal shows, and how they can email you.

Advocate and affiliate portals

You can customize an advocate or affiliate’s referral code if your campaign uses Coupon as the friend offer type.

[Shopify] Customizing an advocate or affiliate's referral code

[BigCommerce] Customizing an advocate or affiliate’s referral code

Find which advocate or affiliate a Shopify friend offer or reward code belongs to, including what to check for custom codes.

[Shopify] Find who a ReferralCandy discount code belongs to

Contact Management

Filter purchases by campaign, link a purchase to a referrer, approve referrals early, and understand purchase statuses.

Purchases & Referrals

Delete or disqualify canceled, returned or ineligible referred purchases, and see where refunds are picked up automatically.

Deleting a purchase and disqualifying a referral

Check referral reward requirements and delivery steps, including cash payouts and redeeming a Free product reward.

When will referral rewards be sent to an advocate?

Referred Purchases

Create a custom design with text, images, and links

Website

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Create your workspace and invite the people you work with.

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