Contributor I

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Unique referral discount codes - email subscribers only

Forum|Forum|1 year ago
October 18, 2024
7 replies
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Hello! I’m trying to add an email to our post-purchase email flow that provides buyers with a unique referral discount - this will allow me to track and acknowledge/reward the referrer. However, I also want to add in the requirement that the friends/family who purchase with this code must also become email subscribers in order to redeem it. It seems like my discount requirements are split between the Klaviyo and Shopify discount settings - I can generate multiple unique codes in Klaviyo, and I can generate a single subscribers-only code in Shopify.

Does anyone know how I can accomplish this, if I can? TIA!

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Best answer by KatherineB

Hi @ffrebekah thanks for your question!

It sounds like what you’re looking for might be best accomplished with a third party loyalty app. As far as I know, you cannot directly tie discount/coupon code use with whether someone is subscribed to your email list - you can ask them to subscribe, but if they are sent a discount code, whether unique or static, they would be able to use it regardless of whether they are on your list.

That being said, you could create a follow up flow of people who used the referral discount and didn’t explicitly sign up to email (by ordering, they have given implicit consent to email them).

I always advocate for creating unique codes for flows - as these are single use and can only be used by the profile they were sent to. Because of this, if you wanted to have a unique code for the original recipient of the email, I would still recommend using a static code for the “friends and family” referral discount, because they wouldn’t be able to use a dynamic code that is tied to another profile.

You could also ask your recipients to forward the email to friends and family, and when they subscribe, send them a unique code that way.

Hope this helps!

Katherine

Taylor Tarpley

Community Manager

Hi there @ffrebekah,

Thanks for sharing your question with the Community!

I wonder if any of our discount expert Champions have an idea or have used a similar strategy? @bluesnapper @KatherineB

Thanks for participating in the Community!

-Taylor

KatherineBAnswer

Champion & Partner

Hi @ffrebekah thanks for your question!

It sounds like what you’re looking for might be best accomplished with a third party loyalty app. As far as I know, you cannot directly tie discount/coupon code use with whether someone is subscribed to your email list - you can ask them to subscribe, but if they are sent a discount code, whether unique or static, they would be able to use it regardless of whether they are on your list.

That being said, you could create a follow up flow of people who used the referral discount and didn’t explicitly sign up to email (by ordering, they have given implicit consent to email them).

I always advocate for creating unique codes for flows - as these are single use and can only be used by the profile they were sent to. Because of this, if you wanted to have a unique code for the original recipient of the email, I would still recommend using a static code for the “friends and family” referral discount, because they wouldn’t be able to use a dynamic code that is tied to another profile.

You could also ask your recipients to forward the email to friends and family, and when they subscribe, send them a unique code that way.

Hope this helps!

Katherine

Katherine - &BAM | 2023 Klaviyo Champion and Elite Partner

bluesnapper

Champion & Partner

Hi @ffrebekah

A point of clarification on the great response from @KatherineB.

A dynamic single-use discount code generated by Klaviyo is tied to the recipient in that they will always receive the same unique code across emails/SMS. That assumes you use the same coupon name in those emails as the placeholder tag, and that the unique code is active.

However, a unique code generated by Klaviyo can be redeemed by the recipient OR, if they decide to share the code, it could be redeemed by someone else (to the maximum of 1 redemption in total).

This is because the dynamic discount is created in Shopify with the amount, active/expiry dates and any usage restrictions that you set in Klaviyo during setup, but it's actual redemption is not tied to any profile/email address. You can check this is correct by picking any unique code generated in Shopify by Klaviyo that’s active and has not been redeemed, then apply it during a test checkout - it will be accepted.

As @KatherineB says, a loyalty/referral app is worth considering for your use case so you can track referrals/redemptions.

Hope that helps

Andy

https://bluesnapper.com - Klaviyo Champion '24 & Partner

KatherineB

Champion & Partner

Thank you for the clarification @bluesnapper

Katherine - &BAM | 2023 Klaviyo Champion and Elite Partner

F

ffrebekahAuthor

Contributor I

Thank you all for replying! I appreciate the insights and suggestions.

bluesnapper

Champion & Partner

No problem @ffrebekah Pleased that @KatherineB and I could help.

Regards

Andy

https://bluesnapper.com - Klaviyo Champion '24 & Partner

raulgalera

Contributor I

Hey @ffrebekah, as many other contributors shared, running a referral program with a 3rd party app might be the best option since you won’t have to worry about creating/managing/updating coupon codes;

full disclaimer i work for ReferralCandy so if you’d like to get more info i’d be happy to share/chat with you!

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