ConvertKit

Custom fields

When you create a campaign in SparkLoop a bunch of custom fields are automatically added to your ConvertKit account:

  • RH_SUBID Subscriber's ID.

  • RH_CODE Subscriber's referral code.

  • RH_REFLINK Subscriber's referral link.

  • RH_ISREF Whether or not the subscriber has been referred. Possible values "YES" or "NO".

  • RH_ISSHARER Whether or not the subscriber has shared the link. "YES" or "NO".

  • RH_TOTREF Subscriber's total number of referrals.

  • RH_LASTREF Date of the last subscriber's referral.

Using SparkLoop's custom fields in your newsletter

A common need for people is to add a section in their newsletter (usually at the bottom) with each subscriber's referral link and number of referrals. Here's an example from The Morning Brew:

Achieving the same result in your newsletter is trivial. You just need to use the corresponding merge tags, like this:

When you send your newsletter the merge tags will be automatically replaced with each subscriber's total number of referrals and referral link.

How to set up your referral program email automations

Segments

SparkLoop makes it easy for you to segment your subscribers and send them targeted messages, for example:

  • send a message to all subscribers who have been referred

  • send a message to subscribers who have 3 or more referrals

  • send a message to subscribers who haven't referred anybody in 2 months

You can set up these segments very easily using SparkLoop-generated custom fields, in particular: RH_ISREF, RH_TOTREF and RH_LASTREF.

How to create a segment in ConvertKit

In this example, we are going to create a segment of subscribers who have 3 or more referrals, but the same process can be used to create any custom segment.

Step 1: Go to your ConvertKit's dashboard > Subscribers and click on Create a segment.

Step 2. Add a filter

Step 2: Click on the Add filter button. From the dropdown, choose Custom field > RH_TOTREF > Is greater than and enter the number .

Note

You can add as many filters as you want. You can use this feature to create more dynamic segments (e.g: subscribers who have more than 2 referrals AND have been referred).

Step 3: When you've added all your filters, click on Save. ConvertKit will show all the subscribers that currently match your filers.

How to use a segment in ConvertKit

Ok, you've created a segment in ConvertKit. What do you do with it now?

Now you can target specific segments with targeted emails and/or automations. For example, you can:

  • send a message to a specific segment instead of your entire list

  • trigger an automation for a specific segment