ReferralCandy

Klaviyo Flows: Referral Campaign Enrollment

In Klaviyo V2, we created new events that you can utilize to set up your own campaign enrollment flows and send your emails from Klaviyo instead of ReferralCandy. 

This guide explains how to create these flows to trigger emails from Klaviyo.

Post-Purchase Flow (Enrolled via post purchase)

 

You can incorporate ReferralCandy directly into your existing Customer Thank You flow using the available ReferralCandy custom properties

 

In the sample below, we embedded a button block and used the custom property RC FREN - Portal link so customers can access their Advocate Share Page. 





If you wish to set up a standalone post-purchase flow for your referral program, you can make use of the Enrolled via post-purchase event to trigger the post-purchase email. Below is a guide on how to create this flow from scratch.



  1. Create a flow from scratch and choose the RC - Enrolled via post purchase metric as the flow trigger.


  2. Use ReferralCandy custom properties to insert the customer’s referral link or sharing portal link on the email content. 

  3. Below is a raw sample template with custom properties you can use in your email templates


          Raw Sample Template

                                                                    Refer friends. Get Rewards


             Give your friends 20% off all products. Get 20% off all products when they shop with your link.

<Link URL for Button Block: {{ person|lookup:'RC FREN - Portal link'|default:'' }}>




Published Sample Template





Referral Email after Signup (Enrolled via sign up form)


Referral emails are automatically sent after a user signs up to your referral program via the Embedded Signup WidgetReferral Widget or the Join Page. ReferralCandy also sends an event (Enrolled via sign up form) each time a customer signs up as advocate via the above mentioned channels. You can use this event to trigger this email from Klaviyo. 


  1. Create a flow from scratch by using the RC - Enrolled via signup form metric as a flow trigger.


  1. Use ReferralCandy custom properties in your email content to display the customer’s referral link or sharing portal link.

  2. Below is a raw sample template with custom properties you can use in your email templates and a screenshot of the published email template.


   
    Raw Sample Template



        Hi {{ person|lookup:"First Name"|default:"" }}



Thanks for signing up to Test Store's referral program!

Give your friends 20% off and get 20% off your next purchase.

Share your referral link below

 

{{ person|lookup:"RC FREN - Referral link"|default:"" }}

 

    Published Sample Template


Note: Disable the Post-signup form emails from the Email Settings page in the ReferralCandy dashboard to ensure that customers are not getting duplicate emails. 


Invite Customer Feature (Enrolled via invitation)


ReferralCandy sends the Enrolled via invitation event when a customer is added to ReferralCandy via the Invite Customer feature. You can utilize this event to send the referral invite email from Klaviyo.



  1. Create a flow from scratch by using the RC - Enrolled via invitation metric as a flow trigger.

  1. Edit the email content as desired using the ReferralCandy custom properties.

  2. Below is a raw sample template with custom properties you can use in your email templates and a screenshot of the published email template.


Raw Sample Template


Give 20%. Get 20%


Refer your friends to Test Store and get 20% off your next purchase!


<Link URL for Button Block: {{ person|lookup:'RC FREN - Portal link'|default:'' }}>



    Published Sample Template


 



Note: When importing customers via the Invite Customer feature, make sure to untick the Send an invite email from ReferralCandy box and choose Import Without Invite so customers don’t get duplicate emails. 



Need help setting up your email flows? Reach out to the team here.





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