ReferralCandy & Bold Subscriptions Integration

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ReferralCandy is a rewards program you can integrate with Bold Subscriptions' checkout. You can recruit advocates for your store and provide them with a unique link they can send out to whoever they like. If someone purchases on your store, using this link, they will earn rewards through ReferralCandy.

Visit ReferralCandy for more information.

When setting up ReferralCandy to work with Subscriptions, you need to enable third-party integration.

To enable this integration, please follow these steps:

  1. Sign up for ReferralCandy.
  2. Log into ReferralCandy.
  3. Select Edit Referral Program.

    select edit referral program

  4. Select Integration.

    select integration

  5. Select Third party integrations.

    Select third party integrations

  6. Select Recurring Orders by Bold.

    Select Recurring Orders by Bold

  7. Select Save Changes.

    Select Save Changes

That's it!

To connect ReferralCandy to Bold Subscriptions, please follow these steps:

  1. Sign up for ReferralCandy.
  2. Log into ReferralCandy.
  3. Select your Username (Email Address).
  4. Select Admin Settings.
  5. Scroll down the page and record this information:
    • API Access ID
    • API Secret Key
    • App ID
  6. From Shopify's admin, select Apps.

    Select Apps

  7. Select Recurring Orders & Subscriptions by Bold.

    Select Recurring Orders & Subscriptions by Bold

  8. Select Integrations, then View All Integrations.

    Select Integrations/View All Integrations

  9. Select ReferralCandy.

    Select ReferralCandy

  10. Enter the API Access ID.

    API Access ID

  11. Enter the API Secret Key.

    API Secret Key

  12. Enter the App ID.

    App ID

  13. Select Save.

    Save

  14. Select Settings, then General.

    Select Settings/General

  15. Scroll down to "Customers Can Change Their Discount Codes", select Enable.

    Select Enable

  16. Select Save.

    Select Save

That's it!

Shopify-based discount codes won't work in the Bold Subscriptions checkout, so you need to create them within Subscriptions. We advise using single-use codes for your Advocates and multi-use codes for your Advocate's Friends.

Visit Why isn't there an option for Single-Use Coupon Codes for the Friend Offer? For more information. 

Note: Prepaid subscribers are not able to apply their own discount codes mid-subscription. The option to apply a discount code mid-subscription will not display to a prepaid subscriber.

Select each option below to view the steps.

Follow these steps to create single-use discount codes for your advocates: 

  1. Create Bulk Discount Codes.

    Note: In step 14 under "Limits and Restrictions", select the Limit the number of times each customer can use the discount code checkbox to enable it and enter 1 in the box next to this line.

  2. When the Discount Code page loads, select the Number Used under "Uses" to view.

    Number Used

  3. Select Export This List to CSV.

    Export This List To CSV

  4. Open the CSV file.

    open the csv file

  5. Select the Discount Code column and copy it.

    Note: Right-click on the A tab to view the copy menu.

    Copy the discount code column

  6. Log in to ReferralCandy.
  7. Select Configure.
  8. Select Referral Reward.
  9. Paste the Coupon Codes in the "Paste the coupon codes you've created here" field.
  10. Select Add Coupon Codes.

That's it!

Follow these steps to create a multi-use discount code for your advocates' friends:

  1. Create Bulk Discount Codes.
  2. In step 7 enter the % or $ off you'd like to apply to the Friend's first subscription order.

    standard discount

  3. In step 14 under "Limits and Restrictions", select:
    • Limit the number of times each customer can use the discount code check box to enable it and enter 1 in the box next to this line.
    • Only valid on initial subscription order in the checkout, not existing subscriptions check box.

    Limits and Restrictions

  4. Log in to ReferralCandy.
  5. Select Edit Referral Program.
  6. Select Friend Offer.
  7. Paste in your discount code. 

That's it! Creating the discount code in this configuration will ensure Friends only get the discount on their initial subscription order, and they can only use the discount code once. That way it benefits first-time subscribers only. 

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