Best practices for post-purchase referral nudges

Raúl Galera

June 25, 2025

Best practices for post-purchase referral nudges

1. Introduction

Getting a customer to convert is hard - but getting that same happy customer to refer you right after their purchase? That’s smart marketing.

Post-purchase referral nudges are prompts placed after a customer completes a purchase, designed to encourage them to refer friends. These nudges can appear on the thank you page, in emails, SMS, or app notifications.

Done right, they can drive high-quality word-of-mouth growth, increase customer lifetime value, and lower your cost of acquisition.

2. Why Post-Purchase Is the Best Time to Ask for Referrals

  • The customer is already in a positive mindset - they just bought something they want.
  • Their trust in your brand is fresh.
  • Emotions are high, and excitement leads to sharing.
  • It’s the first touchpoint in your post-purchase journey - a great opportunity to build advocacy early.

Brands that delay their referral ask miss the window when customers are most likely to take action.

3. Key Referral Nudge Channels After Purchase

Your referral nudge can appear across:

  • Thank you pages
  • Order confirmation emails
  • Follow-up emails (e.g., when product ships or arrives)
  • SMS or WhatsApp messages
  • In-app popups (for mobile brands)
  • Push notifications

Each channel has a role to play. Let’s break them down.

4. Thank You Page Referral Strategies

The thank you page is your best real-time opportunity:

  • Place the referral CTA prominently, ideally above the fold.
  • Use emotional reinforcement - "Love your purchase? Share the love."
  • Offer instant reward visibility - "Get $10 off for every friend you refer."
  • Embed social sharing buttons for one-click action.
  • Add referral widgets or popups for mobile-friendly views.

Pro Tip:

Make the thank you page persistent - customers may come back to track their order or view receipt. Keep the referral nudge visible.

5. Referral Email Follow-Up: Timing and Content

Emails remain a powerful referral nudge, especially if timed well.

  • Order confirmation email: Add a subtle referral CTA in the footer or sidebar.
  • Shipping confirmation: Reinforce trust and ask for referral - "Your order is on the way. Want to spread the love?"
  • Delivery confirmation (1–3 days later): This is a high-performing moment. The customer has received the product and is likely forming an opinion.

Tips for Effective Referral Emails:

  • Keep the CTA simple: "Invite friends. Get rewards."
  • Use visual cues (buttons or banners)
  • Highlight reward clearly
  • Include social proof: "Over 1,000 customers referred us last month!"

6. SMS, Push, and In-App Referral Nudges

Short-form, real-time nudges are ideal if your customers engage through mobile:

  • SMS after delivery: "Hope you loved your order! Refer a friend and earn rewards."
  • Push notifications: If you have a mobile app, push is a non-intrusive reminder 2–3 days post-delivery.
  • In-app nudges: Trigger popups or banners on next login.

Just be mindful of frequency. These channels are more personal - use them sparingly.

7. Personalization and Segmentation Tips

One-size-fits-all rarely works for referrals. Personalize nudges based on:

  • Purchase history - Offer tiered rewards to repeat customers.
  • Product type - Some items (like gifts) are more shareable.
  • Geography - Adjust language and timing.
  • Device type - Desktop vs mobile experiences.

ReferralCandy’s smart triggers let you segment nudges based on purchase behavior, customer tags, and more.

8. What Not to Do: Common Mistakes to Avoid

  • Don’t ask too early, give context first.
  • Don’t bury the CTA in walls of text.
  • Don’t forget to mention the reward.
  • Don’t make sharing complex (too many steps).
  • Don’t over-message - frequency fatigue is real.

Keep the experience clean, rewarding, and frictionless.

9. Measuring Success: Referral Metrics to Track

Track these key metrics to know if your nudges are working:

  • Share rate - % of customers who share
  • Click-through rate on referral CTA
  • Conversion rate of referred friends
  • Referral revenue generated
  • Time-to-share - How quickly do users refer after purchase?

Use A/B tests to optimize messaging, timing, and placement.

10. How ReferralCandy Helps You Automate Post-Purchase Nudges

ReferralCandy makes it easy to:

  • Add referral CTAs to thank you pages and emails
  • Trigger post-purchase referral emails automatically
  • Segment customers by behavior, location, and product type
  • Track referrals, top advocates, and ROI in real-time
  • Integrate with Klaviyo, Shopify, and mobile apps

You get full control over messaging, reward structures, and design - without writing code.

11. Conclusion

Post-purchase referral nudges aren’t just a nice-to-have, they’re a scalable growth lever.

By meeting customers when their excitement is highest, you increase the chance they’ll become advocates. And with tools like ReferralCandy, setting up smart, automated nudges is easier than ever.

Ready to turn customers into advocates? Start your free trial with ReferralCandy

12. FAQs

When is the best time to ask for a referral after purchase?

The best time is within 1 to 3 days after delivery, when excitement and satisfaction levels are high. Email or SMS reminders can help prompt referrals at the right moment.

What should I include in a referral email?

A compelling subject line, clear CTA, mention of the referral reward, and social proof like customer testimonials or stats work best.

How do I avoid annoying customers with too many nudges?

Use smart timing and frequency controls. Don’t send more than 1–2 referral messages per order, and avoid stacking them with other promotions.

Can I personalize post-purchase nudges?

Yes. With tools like ReferralCandy, you can segment by purchase history, location, or even specific product purchased.

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Raúl Galera

June 25, 2025

Raúl Galera is the Growth Lead at ReferralCandy, where they’ve helped 30,000+ eCommerce brands drive sales through referrals and word-of-mouth marketing. Over the past 8+ years, Raúl has worked hands-on with DTC merchants of all sizes (from scrappy Shopify startups to household names) helping them turn happy customers into revenue-driving advocates. Raúl’s been featured on dozens of top eCommerce podcasts, contributed to leading industry publications, and regularly speaks about customer acquisition, retention, and brand growth at industry events.

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