Feature: Klaviyo list sync invite feature

Note: This feature is completely separate and independent from: Feature: Post Purchase Event for Klaviyo


This is a simple feature with the goal of allowing you to insert dynamic links into your Klaviyo email templates that will enable your customers (referral advocates) a direct link straight to their advocate share page!

For this custom property to be available in Klaviyo, all you have to do is sync an existing "List" of customers with ReferralCandy (or multiple lists). You may then utilize those lists in a Klaviyo Campaign/Newsletter, where that custom property will be ready to use.

How to sync Klaviyo lists w/ ReferralCandy

1. At the bottom of the page you’ll find the “Sync Klaviyo Lists” button

2. You should now see a list of all the Klaviyo “Lists” available to you. You’ll want to select all the lists that contain customers you want to be involved in the referral program.

3. Please give it some time to sync, depending on the size of this list this may take a while.

Note: If you wish to feature the referral program again in a future newsletter, you need to re-sync the list to ensure all the recent customers have been generated a unique referral link. Syncing is a one-time operation, but it can be manually repeated to sync the most up-to-date referral information to Klaviyo.

4. Once the list is synced successfully, it should be indicated as:

You now have 1 custom property that can be inserted into the email template you intend on sending to the list of customers you synced.

5. You’re now free to insert that link into a 1 off newsletter you created

Note: If you plan on re-sending a similar newsletter to the same list that had more customers added to it, you will need to re-sync that list here:

How to launch a campaign using the ReferralCandy Custom Properties

1. First, you’ll want to spot-check a few customers in the lists you just synced have the ReferralCandy custom property available. Under the “Information” section of the customer profile, you only need to confirm that the entry “ReferralCandy Referral Link” has a property available similar to what’s seen in the screenshot below:

2. With that confirmed we can create a new campaign with the list you synced with ReferralCandy as the recipients for this campaign.

3. Edit the campaign email to include the custom property “ReferralCandy Referral link”:

4. You can preview the email itself using a customer’s email address that you’re sure has the custom property available:

5. Assuming everyone on your list has the custom property ready and synced you’re all set! 

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