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Email settings: Invite emails

Patrick avatar
Written by Patrick
Updated this week

Invite emails are important when it comes to bringing in referral sales to your store. It's highly recommend that you enable and immediately send this email to your customers. The longer you wait to send the invite email, the less likely that your customers are able to refer their friends.

Invite emails are sent after your customer becomes enrolled in your campaign based on the target audience you set. Enrollment can be through purchase, from signups, or via invite. Learn more

Klaviyo integration: If you decide to use Klaviyo for your referral emails, we recommend you toggle off Invite Emails to avoid duplicate emails.


Enabling invite emails

To turn on invite emails:

  1. Go to your campaign's email settings page:

    • From the ReferralCandy dashboard, go to Campaigns > Select your campaign > Email Settings.

    • From your Shopify admin, go to Campaigns > Select your campaign. In the Promote campaign section, click Emails.

  2. Toggle on Invite email to enable.

  3. Save the changes.

Note: Only customers who are subscribed to receiving communications from you can receive campaign emails. You may choose to ignore marketing email preference.

Delaying the invite email

A delay is often set by merchants so that the invite email is sent to the customers after their orders have been shipped to them. To set a delay for the invite email:

  1. Go to your campaign's email settings page:

    • From the ReferralCandy dashboard, go to Campaigns > Select your campaign > Email Settings.

    • From your Shopify admin, go to Campaigns > Select your campaign. In the Promote campaign section, click Emails.

  2. In the Invite email section, click the Send β–’ day post-enrollment radio button.

  3. Enter the desired value in the text field.

  4. Save the changes.


Invite emails FAQ

Can I remove the social media sharing options from the invite email?

The social media icons at the bottom of the invite email allow your advocates and affiliates to share their unique referral link on their social accounts. Removing these is discouraged as it limits the channels where your customers can share and promote your campaign and brand.

As a merchant, you're not required to have an account on the social media platforms included in the referral email to run your campaigns with ReferralCandy. If you still wish to remove the social media icons from the invite email sent to your customers, contact us.


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