Getting Started with Friendbuy
Getting Started with Referral
Plan Your Referral Program Implementation Team
Merchant SDK Setup with Google Tag Manager
How to Join Your Team on Friendbuy
Best Practices
Referral Program Placements
Friendbuy Referral Emails
Driving Referral Program Awareness
Referral Offer Strategies
Limited-Time Offer Promotions in Referral
Referral Contests, Sweepstakes and Giveaways
A/B Testing Best Practices
Account Management
How can I invite my team to the Friendbuy platform?
Managing Your Account Settings
How to Set Up and Change Your Email Sender
Referral Campaign Management
Widgets
How to Create a New Theme
How to Make Changes to a Theme
Widget & Email Image Specifications
How to Apply Theme Changes to a Widget
How to update a Widget or Theme to the latest version
How to Set Up a Ribbon
How to Set Up an Advocate Landing Page
How to Set Up a Friend Landing Page
How to Set Up a Post-Purchase Overlay
How to Set Up an Account Page Widget
How to configure your Terms & Conditions
How to Test a Widget
How to Set up a Self-Referral Overlay
How to Set Up a Customer Dashboard
How to Personalize Your Widgets with the Advocate name
Character Count Recommendations
Campaign Settings
How to Create a New Referral Campaign
How to set up Referral Code Personalization for PURLs
Setting Up an Advocate Reward
Setting Up a Friend Incentive
Shopify Coupon Codes Integration
How to Run an A/B Test
How to Change Your Referral Offer
Setting Up Max Clicks for Referral Links
How to Generate Personalized URLs (PURLs) through Our API
How to Generate Personalized URLs (PURLs) for Advocates
How to Configure Tiered Rewards
How to Archive a Referral Campaign
How to Duplicate Your Campaign
How to Set Up a Redirect for Limited Time Campaigns
How to Create a Product Sharing Referral Campaign
How to set up Code Based Sharing
Code Banks
How to Create a New Code Bank
How to Generate Coupons in Bulk for Shopify
Setting Up Low Code Bank Notifications
How to Add Codes to an Existing Code Bank
Emails
Email Types for Your Referral Program
How to Add DNS Records for Email Sender Verification
How to Create, Edit, and Manage Emails
How to set up an Expiration Reminder email
How to Assign an Email to a Campaign
Referral Reward Store
Regional Restrictions: Block Your Referral Program in Specific Countries
Generate a QR Code for a Referral Link (API)
Store Credit Rewards for Referral (Shopify Integration)
Loyalty Program Management
Uploading Data From a Legacy Loyalty Program
How to Set Up Purchase Based Member Tiers Program
How to Set Up a Points-Based Member Tier Program
How to Set Up Points Redemption Options
How to Set Up Shopify Coupon Code Integration in a Loyalty Earning Event
How to Set Up a Loyalty Opt-in CTA
Understanding the Loyalty Analytics
Manually Reward Customers via CSV Upload
Rolling Points Expiration Reminder Emails
Manually Opt a Customer In or Out of Loyalty
Receipt Scanning for Loyalty
How to Display Loyalty Points on a Product Detail Page (PDP)
How to Create an Earning Event
Cashback Rewards for Loyalty (Shopify Integration)
How to Configure an Earning Event in your Loyalty Program
How to set up expiration for Points or Account Credit
How to Create, Edit, and Manage Loyalty Emails
Integrations
Attentive Integration
Send a Triggered Text to Prompt a Referral After a Positive Review with Attentive and Okendo
Automatically Prompt a Referral Post Purchase in Attentive
Send Referral Program Text Messages Through Attentive
How to Text Coupon Codes to Advocates using Attentive Journeys
Make it Easy for Advocates to Refer by Sending Their PURL Through SMS using Attentive Journeys
How to Send Advocates a Reminder Text to Redeem Their Coupon Codes through Attentive Journeys
How to Send Referred Friends a Reminder Text to Redeem Their Coupon Codes through Attentive Journeys
How to reward Loyalty Members for signing up for Attentive text messages and emails
How to Include a Customer's Loyalty Points Balance in an Attentive Text
How to Send a Coupon Code to a Referred Friend using Attentive Journeys
How To Enable the Attentive Integration
Braze Integration
How To Enable The Braze integration
How to Send One Time Emails with Referral Links through Braze
How to Send Referral Links Post Purchase Through Braze
How to Email Coupon Codes Through Braze to Advocates and Friends After They Are Distributed by Friendbuy
How to Promote Your Referral Program via SMS (Through Braze)
How to Trigger a Text to Remind Advocates to Redeem Referral Rewards (Through Braze)
How to Trigger a Text to Remind Referred Friends to Redeem Their Incentives (Through Braze)
How to Send Coupon Codes Through Braze SMS to Advocates and Friends After They Are Distributed by Friendbuy
How to Prompt a Referral After a Positive Review with Friendbuy and Trustpilot (via Braze)
Cordial Integration
DataGrail Integration
Ethyca Integration
Fivetran Integration
Iterable Integration
Trigger a Direct Mail Campaign to Drive Referral Program Awareness (Friendbuy x Iterable x Poplar)
How to Enable the Iterable Integration
How to Automatically Text Referred Friends their Coupon Code with Iterable Journeys
How to Prompt a Referral After a Positive Review with Friendbuy and Trustpilot (via Iterable)
Increase Referral Program Awareness with a Dedicated Email Blast through Iterable Journeys
Klaviyo Integration
How to send Referral Links Post Product Review (Yotpo + Klaviyo)
How to Prompt a Referral After a Positive Review with Friendbuy and Trustpilot (via Klaviyo)
How to send one time emails with referral links through Klaviyo
How to Send Referral Links Post Positive Product Review (Okendo + Klaviyo)
How to Send Referral Links Post Purchase through Klaviyo
How to Promote Your Referral Program via SMS (Through Klaviyo)
How to Enable the Klaviyo Integration
How to Distribute a Reward To Your Loyalty Members on Their Birthday (Through Klaviyo)
How to Send a Customer their Loyalty Points Balance Through Klaviyo
How to Email Coupon Codes Through Klaviyo to Advocates and Friends After They Are Distributed by Friendbuy
How to Reward Customers for Providing a Review Through Yotpo via Klaviyo Through Your Loyalty Program
How to Send Reminder Texts to Redeem Loyalty Rewards Through Klaviyo
Upgrading to Klaviyo OAuth with your Friendbuy Integration
How to Reward Customers for Providing a Review Through Okendo via Klaviyo Through Your Loyalty Program
How to Trigger a Text to Remind Advocates to Redeem Referral Rewards (Through Klaviyo)
How to Trigger a Text to Remind Referred Friends to Redeem their Incentives (Through Klaviyo)
How to Send Coupon Codes through Klaviyo SMS to Advocates and Friends After They are Distributed by Friendbuy
How to Reward Customers For Subscribing to Klaviyo Emails and Texts Through Your Loyalty Program
How to Segment Customers Based on Tier Status in Klaviyo
How to Reward Customers for Providing a Review Through Stamped via Klaviyo Through Your Loyalty Program
Kustomer integration
Ordergroove Integration
Recharge Integration
Friendbuy Recharge Integration: Renewal Milestone Rewards
How to Enable Friendbuy's integration with Recharge
Salesforce Commerce Cloud
Segment Integration
How to Integrate Friendbuy as a Segment Source
How to set up the Segment Web-Mode (Destination Actions) Integration
Shopify Integration
How to Enable the Shopify Integration
Shopify Checkout Extensibility
Checkout Extensibility - Shopify Pixel Tracking
Shopify Theme App Embed
How to Add the Friendbuy Referral Widget and Referral Dashboard to Shopify Customer Accounts
How Friendbuy Powers Loyalty Point Refunds with Shopify
How to Integrate Friendbuy with Shopify POS for Loyalty and Referral
Tango Card Integration
Tremendous Integration
Postscript Integration
How to Integrate Your Friendbuy Loyalty and Referral Program with Rise.ai to Issue Stackable Gift Cards and Account Credit
Friendbuy + Stripe Integration (Referral Program)
How to Integrate with Ordergroove
Configuring the Friendbuy MCP in Claude and ChatGPT
Fraud Prevention
How to Block a Referral Code
How to Block an Email Address
Fraud Settings and Business Rules
Configuring a Global Reward Allowance
Configuring a Referral Link Fallback URL
How the Similar Email Address Fraud Check Works
Customer Service Portal
How do I check the status of a referral?
Customer Profile Name Updates from Widget Submissions
How to Manually Add or Remove Credit / Points to a Customer's Account
Why was my customers reward rejected?
The Referred Friend put in their email address but didn’t get their coupon code. How do I find this?
Resend Reward Email
Override a Rejected or Pending reward
How to Search for a Customer Profile
How to Search for a Customer’s Referral Link in the Friendbuy Platform
How to create a Manual Referral
Why didn't the Advocate receive a Reward for a successful referral?
Reasons for Rejected Advocate Rewards and Friend Incentives
Analytics & Reports
Performance Overview
Reports
Mark purchases as "Test" to maintain clean reporting
Top Advocates Report
Scheduled Reports
Account Credit or Points Statement Export
Exporting Reports from Friendbuy
Email & SMS Report
Advocate Rewards Report
Purchases Report
Friend Incentives Report
Understanding the Codes Report
Dashboards
Referral Performance Analytics Dashboard
Advocate Referral Widget Source Tracking
Referral Analytics Dashboard Overview Metrics
Advocate Reward Email Analytics
Loyalty Email Analytics
Common FAQs
What does Fraud Protection do?
How to Access my Billing Information
What is a typical referral flow?
How to Apply Theme Changes to a Widget
Difficulty downloading reports after you receive an export email?
What are Fraud Checks, Tier Checks, and Rules Checks in the Rewards Report?
How do I change my password?
What is a self-referral redirect URL?
What do the Reward Statuses and Definitions mean?
How to Create a New Theme
What is a Friend Widget?
How are Conversions Tracked in Friendbuy?
A Glossary of Terms
How long is the Referred Friend attribution window
Common Scenarios and Troubleshooting Steps
Developer Documents
Influencer Program Management
- All Categories
- Influencer Program Management
- How to Bulk Invite Influencers with a CSV Upload
How to Bulk Invite Influencers with a CSV Upload
Updated
by Samantha Brown
You can now invite up to 10,000 influencers to a campaign at once by uploading a CSV of names and email addresses. Instead of filling out the invite form one person at a time, you upload a file, review a summary of who will and won't be invited, and approve it. Friendbuy then sends each person the same invitation email they would get from a single invite.
Key features:
- One campaign per upload. Each CSV is tied to a single influencer campaign. The same influencer can be invited to more than one campaign.
- Review before anything is sent. A validation summary shows every row that will be invited, skipped, or can't be processed, and why. Nothing happens until you approve.
- Same invitation email. Bulk invitations use your existing Influencer Invitation email, so recipients see exactly what they would from a single invite.
- Safe to re-upload. People who already joined the campaign are skipped automatically, and people with a pending invite get a fresh invitation instead of a duplicate.
Before You Begin
Make sure you have the following in place:
- An influencer campaign. You'll choose which campaign the upload is for. See Managing Influencer Campaigns & Commission Tiers.
- An active Influencer Invitation email. You can't approve a bulk invite until one is set up and active in the Emails section of your account. This prevents invitations from being created without an email going out.
Format your CSV
Your file needs one row per influencer and a header row. Only the email column is required.
Column | Required | Accepted header names | Limit |
Yes |
| 254 characters, one address per cell | |
First name | No |
| 100 characters |
Last name | No |
| 100 characters |
Example:
Email,First Name,Last Name
jane@example.com,Jane,Doe
john@example.com,John,
File requirements:
- Save as CSV UTF-8. In Excel, choose File > Save As > CSV UTF-8 (Comma delimited). Other encodings (like Windows-1252) are rejected.
- Up to 10,000 rows per file, not counting the header.
- Header names aren't case-sensitive, and columns can be in any order. Unknown columns are ignored.
- Names containing commas should be wrapped in quotes, e.g.
"Doe, Jane".
How to Bulk Invite Influencers
- Navigate to Influencers > Campaigns and locate the campaign you want to invite people to.

- Click Invite Influencer within the actions menu next to the campaign you wish to invite influencers to.

- Toggle to Upload a CSV, select your CSV to upload, and click Upload.

- Review the validation summary. Each row is sorted into one of three groups:
- Will be invited — new invitations, plus fresh invitations for anyone whose earlier invite is still pending.
- Will be skipped — people already active in this campaign, or whose enrollment was disabled.
- Can't be invited — rows with a problem, such as a missing or invalid email.

- Confirm that everyone on the list has agreed to be contacted, then click Send invitations. Invitations start going out right away.
- Track progress on the import screen. When it finishes, you'll get an email with a link to the results.

Note: An upload expires if it isn't approved within 72 hours. The file is deleted and no invitations are sent. The file can be uploaded again.
Why a row can't be invited
Reason | What it means | How to fix it |
Email missing | The email cell is blank | Add an email address |
Email invalid | The address isn't in a valid format (for example, no | Correct the address |
Multiple emails | The cell has more than one address | Put each person on their own row |
Email too long | Longer than 254 characters | Correct the address |
Name too long | First or last name is over 100 characters | Shorten the name |
Duplicate in file | The same email appears earlier in the file (matching ignores capitalization) | Remove the extra row; the first one is kept |
Column count mismatch | The row has more values than the header | Check for stray commas or unquoted names |
If the whole file is rejected, check that it has an email column, isn't empty, is saved as CSV UTF-8, doesn't repeat a column name, and has 10,000 rows or fewer.
How to cancel an import
You can cancel a running import from the import screen. Invitations already sent stay in place, and the screen shows how many went out before you canceled. Bulk invitations can't be undone as a group once approved.

FAQ
What happens if someone on my list is already an influencer in another campaign? They're invited to this campaign as well. Their existing profile and other campaign memberships aren't affected.
What if someone already has a pending invite to this campaign? They get one fresh invitation email with a new link. No duplicate is created.
Will my CSV overwrite an influencer's existing name? No. If an influencer already has a name on file, Friendbuy keeps it.
Can I run two uploads for the same campaign at once? No. Wait for the current import to finish, or cancel it, before starting another for that campaign. You can run imports for different campaigns at the same time.
Why are some invitation emails arriving later than others? Large imports are sent gradually. If you reach your account's daily email limit, the remaining emails are queued and sent the next day. Every invitation is still created right away.
Why does a row show the email as suppressed? That address has previously bounced or opted out, so no email was sent. The invitation still exists.
Some rows failed during the import. What do I do? Failed rows are listed in the results. You can retry them from the results screen.
Can I download the results? Results are shown in the app, and the completion email links to them. The error report from the validation step can be downloaded.