How to send one time emails with referral links through Klaviyo

Samantha Samuels Updated by Samantha Samuels

Create a Segmented List

You'll first want to create a segment in Klaviyo where each subscriber has a personal referral link associated with their email address.

Navigate to Lists and Segments on the left side menu

Click Create List / Segment

You can choose to either upload a list of email addresses and associated referral links or create a segment in Klaviyo based on whether the Friendbuy Referral Link property exists for a particular subscriber.

Note: Review the full list of Friendbuy Custom Properties you can include in your messaging and segmentation.

Click Segment

Review the GIF below to see how to implement these steps:

  • Name your Segment - Example: Advocates with Referral Links
  • Under Definition select Properties about Someone in the dropdown
  • In the Dimension input field, search for Friendbuy Referral Link and select this from the dropdown
  • Choose Is Set from the dropdown to the right.
Note: 'purl' is a legacy property and has been replaced with 'Friendbuy Referral Link' for customer profiles created after February, 21 2022. Be sure to include both properties in the Segment using OR logic.

Create a Campaign

In your Klaviyo account navigate to Campaigns on the left side menu

Click Create Campaigns

Click Email

Name your Campaign - Example: Dedicated RAF (Refer A Friend) Email with Referral Link

In the Send to dropdown under Recipients choose from your pre-defined lists.

Consider creating a list called Advocates with Referral Links to denote the Friendbuy Advocates who have now entered your subscriber list and who have referral links created for them

Click Save and Continue to Content

Complete the following fields, then click Save Changes:

  1. Sender Name
  2. Sender Email Address
  3. Email Subject Line

Choose how you would like to design your email. 

Most popular is the Drag and Drop 

Choose a template from the Klaviyo template library 

In the email editor, edit the copy and update the creative to whatever you’d like the email to say.  Then, navigate to the section where you want to insert the personal referral link.  

Click insert properties and type in Friendbuy Referral Link, which will automatically populate. 

You can save this content block as a template and insert it into any subsequent email.  When you hover over the content block click the star icon and then you can name the block theme. 

Review and Send / Schedule your Campaign

Make sure to review all of the information associated with your campaign before you schedule the send or send immediately.

How did we do?

How to Prompt a Referral After a Positive Review with Friendbuy and Trustpilot (via Klaviyo)

How to Send Referral Links Post Positive Product Review (Okendo + Klaviyo)