ReferralCandy

Sample Implementation for Klaviyo

This guide will serve as a "Getting Started" Sample Implementation for merchants looking to implement the Feature: Post Purchase Event for Klaviyo (Ensure you have fully integrated successfully as per that guide BEFORE attempting anything in this guide)


This guide is intended to be a bare-bones sample implementation and starting point for merchants to better figure out how and where to better utilize this Klaviyo feature in their Klaviyo post-purchase event flow.


We also understand that you may have your own existing post-purchase flows that you may prefer to incorporate referral outreach into in your own way. However, we still recommend reviewing this guide to get a good overview of how we recommend going about incorporating the ReferralCandy custom properties into a Klaviyo email template (and flow).


Basic Overview of Inserting referral program Properties:


1. In your Klaviyo dashboard, go to Flows.

2. Identify the Flow(s) you'd like to add ReferralCandy custom properties to (For example the ‘Customer Thank you flow’).



3. Insert the ReferralCandy Custom Property by editing the content of your chosen email template. You can find all of the properties we currently relay to Klaviyo under the ‘Insert Property’ drop-down. Reference the https://my.referralcandy.com/klaviyo page for full details on all properties supported as well as their descriptions.


Note: Purely for demonstration purposes I’ve added all the custom properties in the screenshot above. You should definitely experiment with them to find your best use case for implementation on your email templates. You do NOT need to utilize all of these custom properties.



4. If the Post Purchase Events feature is already activated, you can preview what these properties would look like from a recent store purchase that took place after activating this feature. See my email preview below:



Reproducing the “ReferralCandy” Post Purchase email in Klaviyo


Warning: Once you Activate Post Purchase Events for this feature, ReferralCandy will automatically disable its native Post Purchase Emails on this page. This is because the expectation is that a merchant moving forward would intend to build out and centralize referral outreach through Klaviyo. If you've had success with ReferralCandy's native Post Purchase Emails and would like to continue with that instead, you can reactivate those emails at your own discretion here.


Moving on... We wanted to provide you with a sample to work from, with the intention of replicating the same functionality you have with the native ReferralCandy post-purchase emails, but ported over and centralized through Klaviyo.


For reference: Here’s what a generic ReferralCandy Post Purchase email looks like, note that it’s not the design we’re looking to replicate, but the custom property functionality. We’ll leave the design aspect to you.



1. The primary item from this email that we really need to incorporate, is the link to the advocate's portal sharing page. Specifically the ‘Get Invite Link’ button, the Klaviyo custom property that represents this is the: Referral Portal Link - ReferralCandy



2. To accomplish this, we create a button in the template editor with the button text set as ‘Get Invite Link’ and added the link URL as the customer property for the customer portal sharing page: 

{{ person|lookup:'Referral Portal Link - ReferralCandy'|default:'' }}


Note: I also added in the properties for the ‘Referral Reward’ and ‘Referral Friend Offer’, these are not required but might make things easier for you in the future if you ever decide to change your reward offering.



Pro Tip: Do NOT try to manually type out any of the custom properties, instead try opening up a text block and inserting the Custom Property directly from the dropdown menu as seen below. This will ensure the custom property is always letter for letter correct.



3. When your customers click on that button in the Klaviyo Email, they’d get the exact same functionality that your Simple Theme ‘Get Invite Link!’ button does. Which is to bring the customer right to their personal sharing page.



ProTip: We highly recommend bringing your customers to their Share Page, we've found that this makes it much easier for mobile users to share their links and provides them with all their social media sharing options available.



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