ReferralCandy

Adam

Configure campaign and email settings, define target audiences, and create affiliate campaigns

Campaign: Managing Settings

What Live, Paused, and Stopped mean for enrollment, emails, widgets, and rewards — and how to change your campaign's state.

Campaign states

Create and activate referral or affiliate campaigns, choose how affiliates join, and manage campaign names, short codes and expiry.

Creating a campaign

Create segments to target specific customer groups who can enroll in your referral program

Understanding segments and target audience

Using segments in ReferralCandy and Klaviyo

Overview of your campaign email settings — welcome, reminder, reward, and win-back emails — plus the marketing-email preference override.

Managing campaign email settings

Control how affiliates join your program: share your join page, invite people directly, and review applicants before they join.

Managing affiliate signups

Campaign Settings

Enable the welcome email that announces your referral program, time when it sends, and choose which social sharing icons it shows.

Email settings: Welcome email

Remind advocates about your referral program if they haven't referred anyone yet

Email settings: Reminder emails

Turn on pending, successful, and ineligible reward emails so advocates get status updates throughout their referral journey.

Email settings: Reward emails

Schedule a one-time win-back email to re-engage lapsed advocates, set its conditions, and cancel or reschedule it anytime.

Email settings: Win-back email

[Shopify] Marketing email preferences

[Other Platforms] Marketing email preferences

Email Settings

Create a custom design with text, images, and links

Website

Pricing

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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