We are building a Refer a Friend program using a combination of Shopify, Jotform, Zapier, and Klaviyo. We are at the point where we need to send a reward code (via Klaviyo) to the referrer once the referee has made their first purchase. We have the referrer’s email address set up to be added to the referee’s Klaviyo profile as a custom property (from Jotform to Klaviyo via Zapier). What we can’t figure out is how to pull the referrer’s email address from the referee’s custom profile property in order to trigger the reward email to the referrer. Any ideas?
Refer a Friend: Sending a reward email based on a custom profile property
Best answer by David To
Hello
Great setup so far!
In my experience from working with others who have built their own referral program, I believe the missing key here is an additional custom event.
Essentially, once the referee has completed a purchase, you’ll want to trigger an event on the referrer’s profile. This would allow you to trigger a flow and email offering the discount code to them.
This is actually how a lot of other referral programs function. It may help to also checkout third-party referral programs that have a direct integration with Klaviyo to get an understanding of how their programs work. You can find a list of these integrations from our Tech Partner Directory and filter by Referral Programs.
I hope this helps!
David
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