Why implement this flow?
After a purchase, your satisfied customers can become your best ambassadors.
✅ Boost referrals through a referral program: Offer a discount code to happy customers so they can share it with their friends and family. This maximizes word-of-mouth and helps attract new customers.
🛍️ Encourage repeat purchases: Discount codes for both referrers and referees strengthen loyalty and encourage customers to make new purchases.
How to implement this flow?
The structure for the Referral Flow is available in your template library:
👉 Go to Flow > Library > Post Purchase Referral to add it to your workspace and customize the messages.
Step 1️⃣: How to trigger this flow?
Via Shopify: Using our native integration.
Via Klaviyo: Using our native integration (simplified webhook)
Learn how to trigger a WhatsApp conversation from Klaviyo here.
Via another CRM: Using our Webhook system.
For more information about webhooks, click here.
Step 2️⃣: Add a timer
👀 Our recommendation: This flow is typically sent 15–30 days after the purchase, depending on the type of products you sell.
Step 3️⃣: Send an initial message to gather customer feedback
This message allows you to ask for your customer’s feedback on their order experience. Based on their response, you can offer them a tailored scenario.
✨ How to add a variable to the referral code?
Step 4️⃣: Send the referral message
If positive feedback 💌: Encourage your customers to share a pre-filled message with their friends, including a promo code or another incentive.
If negative feedback ❌: Send reassurance messages tailored to common issues (e.g., delivery delays, product quality, customer service, etc.).
Tips & Advice for the Post Purchase Referral
🌟 Create a sense of exclusivity: Show your customers that they are part of an exclusive program. This can motivate them to share more actively and recommend your brand.
🎁 Offer an attractive reward: A compelling discount code is key to encouraging customers to share. Ensure the offer is appealing enough for both the referrer and referee to participate.
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