Campaign & Advocate Management

How can a customer participate in a referral program and become an advocate?
A customer can participate or be enrolled in your referral program and become an advocate in one of the following ways: If your store has post-purchase re...
Tue, 28 Jul, 2020 at 9:51 AM
How can I invite past customers or website visitors to take part in my referral program?
You have a few options of inviting past customers and/or visitors to your website to take part in your referral program:  Through newsletters using the Ad...
Tue, 28 Jul, 2020 at 9:51 AM
How do non-customers / visitors to my site sign up to take part in my referral program?
Note: You'll have to enable your ReferralCandy Portal Access Page to allow new signups. View this page for instructions on how to do so.  Visitors ...
Tue, 28 Jul, 2020 at 9:52 AM
Change customer's (your advocates) email address, first and last name
You are able to change a customer's email address, first and last name. To do so: Go to your Existing Customers page. In the search box, enter the n...
Tue, 28 Jul, 2020 at 9:52 AM
Ban an advocate from receiving future rewards
Through the ReferralCandy dashboard, you are able to ban an advocate from your referral program entirely. A blocked advocate: Will still receive referral...
Tue, 28 Jul, 2020 at 9:52 AM
Unsubscribe an advocate from my referral program
Through the ReferralCandy dashboard, you are able to unsubscribe an advocate from the email communications of your referral program. An advocate who is ...
Tue, 28 Jul, 2020 at 9:52 AM
Delete a purchase and void a referral
Before you begin To delete a referred purchase or to void a referral made by an advocate, you will first have to set a referred purchase review period duri...
Tue, 28 Jul, 2020 at 9:52 AM
Can I void a referral or delete a purchase after the review period is over?
Unfortunately, you aren't able to void a referral or delete a purchase after the review period is over through the ReferralCandy dashboard.  Our en...
Tue, 28 Jul, 2020 at 9:52 AM
Adding a referral to my campaign
Add a referral to your referral campaign with the following steps:  Go to the Purchases & Referrals Page. Find the purchase that you want to add a...
Tue, 28 Jul, 2020 at 9:52 AM
What is the Invite Advocates feature?
Before you begin Please ensure that your emails and pages are finalized before you use the Email Past Customers feature as the Referral Emails will be sent...
Tue, 28 Jul, 2020 at 9:52 AM