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

William Harper Updated by William Harper

How to setup an automated email prompt to Refer a Friend after a Positive Review with Klaviyo and Okendo

Leverage integrations with Klaviyo, Okendo and Friendbuy to provide opportunities for your customers to  refer friends to your brand when they’ve provided a positive product review.  Best practice is to sweeten the offer for this cohort of customers, as they are more likely to become brand Advocates! 

Prerequisites: 

Setup Your Flow

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

Click Create Flow

Click Create from Scratch or choose from an existing flow

Name your flow - Example: Post Positive Product Review Referral Flow

Select the Metric flow trigger on the left side menu

Configure Flow Logic 

Select the trigger action, Created Okendo Review from the dropdown.

Note: You must be integrated with Okendo and Klaviyo to see this metric in the dropdown. 

Configure Trigger Filters (only send a follow up  email to customers who provided a 4 or 5 star review)

Under Trigger Setup click Add A Trigger Filter 

Under the Dimension dropdown, choose Rating equals and then type in 4.  Then click or and type in 5

Note: A customer can  enter this flow more than once.  For example, they purchased and left a review (4 or 5 stars), they would go into this refer a friend flow.  If they purchased from you again and leave another review (4 or 5 stars) they  would go into the refer a friend flow for the second time.

Add a Conditional Split 

This component will allow you do the following:

  • Setup an email flow that only dynamically includes the friendbuy referral link in an email only if a referral link is available 
  • If no referral link is available, you can send a separate email and include a link to your refer-a-friend landing page, so you can still remind customers to refer-a-friend 

In the left hand menu choose:

  1. Properties about someone from the dropdown
  2. Type in purl in the Klaviyo Properties dropdown 
  3. Choose the conditional is set from the dropdown to the right
Note:  purl is a property that is pre-set as part of the Friendbuy integration with Klaviyo.

Add 2 Emails to your Flow 

Add two separate emails to your flow.  Under Actions click Email and drag it over to add it to your automated flow.

  1. An email that will be sent if yes, a referral link is available for the customer and will be dynamically inserted 
    1. Example: ref.yourstorename.com/v/samantha25
  2. An email that will be sent if no, a referral link is not available for the customer and you want to include a link to your refer-a-friend landing page. 
    1. Example: yourstorename.com/refer

Design the first email in your flow (the one with the referral link included).  Click the three dots in the corner of the first email in the flow and then click Edit

Choose how you would like to design your email. 

Tip: 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_purl, which will automatically populate. 

Tip: 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. 

Design the second email in your flow (the one that will be sent if a referral link is not available for a customer) Navigate back to your email flow and click Edit on the Email #2 component

Follow the previous instructions for creating a new email.. Then, in the new email design include a link to your dedicated refer-a-friend landing page.

Example: yourstorename.com/refer

Push your Flow Messages Live 

Click to learn how to turn an individual flow message live 

Click to learn how to turn every flow message live 

How did we do?

How to Leverage Friendbuy with Kustomer

How to Send Referral Links Post Purchase through Klaviyo

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