When you first get OSI Affiliate Software, one of the things that we recommend that you do is email all your customers and let them know that you just launched a referral program.
To make this easy for you to do we have provided an email template that you can use with your email newsletter provider. If you have Klaviyo, you may use it to send your customers an invite to join your referral program. If you don't have a Klaviyo account, you may sign up here.
Follow the steps below to set it up.
Step 1. Notify email@example.com to enable this free feature to your account.
Step 2. Once activated, log in to your OSI Admin account and click on Promote.
Step 3. Click Learn More under Easily Enroll All Your Customers.
Step 4. Prepare your CSV file of your customers or potential affiliates with the required information such as First Name, Last Name, and Email address.
Step 5. Upload your email list CSV file and the system will download an exact file with an added column for their auto sign up link. Rename the first column to 'Sign up link' for easy reference.
Step 6. Login to your Klaviyo account. Click List & Segments and select Create List/Segment.
Step 7. Choose List.
Step 8. Name the list of your potential affiliates.
Step 9. Choose Upload Contacts.
Step 10. Create a new Klaviyo Field for the sign up links. Complete the import process.
Step 11. Create your email as usual by selecting Campaigns then Create Campaign.
Step 12. Go to a Text Block and client Insert Property and select the Klaviyo Field you created from Step 10.
Step 13. Use the code for the Link URL of the button.
Step 14. Send your email invite. Once they click on the Sign-Up button, they'll be taken directly to their affiliate dashboard wherein they just need to enter their password.