How to set up ReferralCandy


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Part A: Setting up your ReferralCandy Account

1.

Sign up for ReferralCandy here.

2.

Go through the account setup wizard. At the integration step, note the tracking code and email address for your referral program. You will need them for the next two parts.

3.

Complete the rest of the setup wizard.

Part B: Adding the tracking code to your Magento store

4.

Go to your Magento root folder.

5.

From the root folder, find the success.phtml file for the current theme and view that your Magento store is using. It should be located at:

app/design/frontend/{ThemeName}/{ViewName}/template/checkout/success.phtml

6.

Open up success.phtml using a text editor.

7.

Scroll down to the bottom of the file and copy and paste the javascript tracking code obtained in Step 2 to the end of the file.
(Note: Sample image for Step 7 is shown below. The contents of your actual success.phtml file might vary.)

8.

Save the file and close it.

Part C: Send order emails to ReferralCandy

9.

Log into your Magento Admin Panel.

10.

From the Admin Panel, click "System" (Magento 1.x)/ "Stores" (Magento 2.x) in the top navigation toolbar.

11.

Select "Configuration" from the drop down menu

12.

In Configuration, click "Sales Emails" in the left navigation column.

13.

In the Sales Emails panel, click the "Order" row.

14.

Copy and paste the ReferralCandy email address from Step 2 into the "Send Order Email Copy To" input box.

15.

In the "Send Order Email Copy Method" row, select "Bcc" from the dropdown menu.

16.

Click "Save Config" to save the changes.

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