Referral – New Member Invite Flow

This branded Klaviyo flow is designed to help convert referral leads into active, purchasing members — without relying on paid acquisition channels. It ensures that when a user refers a friend, the recipient receives a timed, personalized email sequence encouraging them to complete their first order and trigger the referral reward.

Why this matters

Referred users often have higher intent than those acquired via paid channels, but they still need a nudge to convert. This flow helps you:

• Reduce customer acquisition cost (CAC) by maximizing referral conversions.
• Nurture invitees with gentle, personalized reminders.
• Automatically end the sequence once the referral reward is successfully triggered — ensuring efficiency and relevance.

How it works

Trigger:
The flow begins when a referral code is submitted (e.g. a member enters their friend’s email).

Audience:
The referred contact — i.e., the person who was invited.

Exit Condition:
The flow checks if the referred user has completed a referral-eligible purchase (i.e. triggered the Referral reward awarded event). If yes, the flow stops.

Email Sequence Overview

Email 1: Invitation Received (Day 0)

Subject: You've Been Invited to Join [Program Name]
Welcomes the user and introduces the benefit they were referred for (e.g. 20% off). Emphasizes trust and social proof.

Email 2: Reminder & Urgency (Day 3)

Subject: Still Thinking It Over? Your [20%] Reward is Waiting
Encourages action, restates the value of the reward, and reminds them this is a limited-time opportunity.

Email 3: Final Call (Day 11)

Subject: Last Chance: Your [20%] Discount Is About to Expire
Creates a sense of final urgency. This is the last nudge before the referral sequence ends.

Tips for Success

• Personalize sender name or message if the referring user’s data is available.
• Include a mobile-friendly CTA that leads directly to the registration or product page.
• Combine this flow with custom analytics to track ROI and compare conversion rates with other acquisition channels.

Estimated Setup Time

~30 minutes with pre-built templates and event tracking enabled.

Required Events & Properties

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Note: This flow complements your main welcome series. It specifically targets users who were invited via referral and haven’t yet converted.