Talkable

Editing Campaigns 13

• How can I update the images in a campaign?
• I have copied our campaign and am trying to change the Friend incentive, but I am being asked to upload a CSV; I am unsure of what I am supposed to be uploading.
• How can I adjust the gleam copy for Advocates and Friends?
• How can I update the title of a campaign?
• How can I add multiple email fields to the email sharing view on the Share Page?

View all 13

Campaign Promotion 4

• How can we drive more people to the Standalone page?
• How to add a Friend reward paid email
• How to add an Advocate Offer email
• Where can I find the Standalone’s URL? I want to link to it in an email so people can share it.

Campaign Launch 4

• How do we schedule a new campaign to go live?
• How can I launch a new campaigns?
• Dashboard + Referral Metrics Video Tutorial
• Campaigns + User Journey Video Tutorial

Coupons 15

• Can we disable an already issued coupon code from Talkable?
• Can we stack referral coupon codes?
• Codes are not working at checkout. Could you fix it?
• Customers used the same code twice. Could you fix it?
• How can I check how many coupon codes are left?

View all 15

Campaign Placements 4

• Can I accommodate the Gleam in a custom place?
• Can we place the Floating Widget only on certain pages of our website?
• How can we hide the floating widget on mobile only?
• I want to hide the floating widget on just our product pages. How do I do that?

A/B tests 7

• How can I A/B test the Gleam campaign’s color/copy/etc.?
• How can I A/B test the headline for the Signup and Share Pages at the same time?
• How can we A/B test the Facebook copy and title at the same time?
• How to set up an A/B test to show/hide an image on mobile devices only?
• We have picked a winner from the reward AB test we were running. Now I have selected the X off offer, but I don’t know how to update the “join criteria” to show the X offer to all the traffic instead of only showing it to 50% of the traffic

View all 7

QA'ing Campaigns 6

• Can I see a referral’s details if I know the referral link?
• How can I test the Advocate’s and Friend’s incentives simultaneously?
• How can I test the Talkable referral customer journey from beginning to end from both an Advocate’s and Friend’s perspective?
• How do I create a mobile test offer for a particular campaign?
• How to test only the Advocate or Friend referral reward?

View all 6

Campaign Views 38

• Can you remove the Talkable address link in social sharing?
• Why doesn’t the expired Advocate offer preset for the Advocate share page get updated? (applicable only to older campaign templates)
• Why does the self-referral/existing customer campaign not reflect all updates when I look in the campaign preview?
• Can you remove the Talkable logo from the campaign views?
• If we do not have any Friend offers and/or we do not have a Claim Page for Friends to claim codes, how do we track referrals?

View all 38

Campaign Rules 15

• Can we make a campaign that only shows a post-purchase pop up to someone who has purchased a particular product and show everyone else a different post-purchase pop-up?
• Can we remove the expiration for Friends for all share links?
• How can I update the minimum subtotal requirement?
• How can I update the incentives in the campaigns?
• How can I show campaigns for a specific IP address only (for testing purposes)?

View all 15

Campaign Rewards 4

• How can we set up Rybbon rewards for Talkable campaigns?
• How does a tiered program work? When a customer reaches a milestone, does Talkable notify me so I can send them their prize?
• If the friend claims a reward before the offer expires, but makes a purchase after it expires, will the advocate still receive the reward?
• Is it possible to delay sending an Advocate a reward for a period of time after a Friend purchases? I would still like to send the Advocate a confirmation on the date the Friend converts, but then reward the Advocate after a period of time

Customer Service Portal (CSP) 6

• CSP Video Tutorial
• How can I create a manual referral to reward an Advocate?
• How can I see the number of emails shared per campaign by an advocate?
• Is there a way to unblock a blocked referral in the Customer Service Portal?
• Is there a way we can look up the Advocate’s unique referral link in Talkable?

View all 6

Referrals & Rewards 7

• An Advocate accidentally deleted the reward email with their coupon code. How can we resend it to them?
• Can a Friend receive the code when we create a referral manually?
• How do you track a referral?
• How does an Advocate not receive a reward when a referral is marked 'Approved'?
• I voided a referral by mistake. Can you suggest if it's possible to un-void it manually?

View all 7

Troubleshooting Common Questions 2

• Being redirected to home page after clicking Friend Share Email CTA
• Seeing Blank page instead of Dashboard

General questions 35

• Does Talkable have email validation?
• Why am I not able to see the floating widget anymore?
• Can Talkable track refunded and canceled orders and void them automatically? If not, what do you suggest to identify refunded and canceled orders?
• “Sign up for ‘YOUR COMPANY’ emails/newsletters” - if someone keeps this box checked, where do the emails go and how is this being used?
• What is a leaderboard campaign? What is a tiered rewards campaign?

View all 35

Personal Data 10

• How can we remove a user’s personal data?
• Can you confirm the list of personal information you receive from our users?
• Does your company currently implement and maintain reasonable security procedures and practices to protect personal information we may share with you?
• Please confirm that you do not share the personal information we may share with you to other third parties.
• Can you please wipe this person's account balance?

View all 10

Email Performance report 0

Site Dashboard Metrics 1

• What is “Friends’ existing customer revenue” and how are you tracking it?

Site Dashboard Tiles 1

• Why do our transaction numbers seem to be going down? We had a higher number shown in the tile on the Dashboard at the beginning of this week and now we have a lower number.

Existing Customers report 2

• How can we upload a list of existing customers?
• I am unable to export the report. What should I do?

Performance by Channel report 1

• Where can we see how our customers are sharing and what share channels they use (email, Facebook, etc.)?

Top Advocates report 1

• We have launched a limited-time campaign where we want to additionally reward people who made the most shares. How can we export the list of top advocates?

Metrics Aggregation report (MAR) 3

• How can we track activity after the email blast/social post/etc was sent to promote the program?
• I want to track the performance of a promotional email to our customer base. We're A/B testing the email creative and I want to see which email leads to more of our customers signing up to become Advocates and sharing. How do I do this?
• I’d like to check the performance of each CTA leading to the Standalone campaign separately. How can I do this?

Reporting Video Tutorial 1

• Reports Video Tutorial

General Questions 1

• What is the permissible variation in Talkable purchase reports?

Site Settings 5

• How can I update the name of my Talkable site?
• How do we add recipients to the weekly performance report emails?
• What does each user access level mean?
• How can we add more user accounts to give access to Talkable?
• How do I change the sender of the Advocate’s reward email?

Fraud Settings 11

• How does the “Limit # of Friend Incentives rewards” setting work (in fraud settings - preview)?
• A customer got too many rewards probably using a coupon site generating the referral orders. How can we prevent something like this from happening or at a minimum make it as difficult as possible?
• How can I blacklist users?
• Does Blacklisting prevent a user from participating in the program?
• We’d like to limit the number of rewards each Advocate can potentially receive. Where can we do that?

View all 11

Notifications 2

• How can I disable email notifications from Talkable?
• How to implement loyalty apps/various connectivity

Webhooks & API 3

• Is it possible to pass Talkable data back to our database? For example, if we want to know which users have referred someone, how many people they've referred, etc.
• We’re using Talkable webhooks to trigger emails on our end. How can we segment the emails for different campaign types/incentives/countries?
• Which webhook(s) should we set up to pass opted-in users to our ESP?

UTM 4

• Can we change the UTM naming conventions? Can they be static instead of dynamic?
• How are UTM parameters set up in Talkable?
• Is there a way to combine Talkable traffic sources with other UTM tracking?
• What is the UUID field?

Integration 22

• Are Talkable opt-ins sent to our ESP (email service provider)?
• Can I get notified when integration disappears?
• Can I suppress the Talkable widget when an Attentive widget is rendered?
• Can Talkable synchronize with Klaviyo?
• Does Talkable integrate with ReCharge?

View all 22

Campaign Appearance 12

• Can "advocate share page" be shown anywhere on my website ?
• Can I change the currency?
• Can I remove Advocate (or Friend) incentive?
• How can I change the language?
• How can I remove the referral widget from all of my pages?

View all 12

Coupons & Rewards FAQ 7

• Can I give a free product for the advocate referring a friend?
• Do the coupons integrate automatically with Shopify?
• When do coupons expire? Can I change coupon limits?
• Why did we have stop receiving the discounts codes in Shopify?
• How are coupon codes generated for both advocates and their friends?

View all 7

Emails FAQ 4

• Is there a way to see email addresses that were referred?
• What email sender name is referral emails sent from?
• Why am I unable to deliver an email to example@email.com?
• Will I have a list with emails that go through a popup?

General FAQ 14

• Are there analytic reports to run?
• Can I control the font size?
• How can I change my image on the pop-up?
• How can I exclude a collection from a discount? I have a collection that no discounts can be used on.
• How should I promote my referral campaign?

View all 14

Integration FAQ 4

• Does Talkable Referrals support integrations?
• How to troubleshoot Talkable integration?
• I changed my store theme and Talkable has disappeared. What should I do?
• Updating Talkable Purchase Tracking for Shopify's Checkout Extensibility

General FAQ 6

• Can we use custom properties in-app via the SDK?
• Can we use placements in-app via the SDK?
• How do we attribute customers in apps?
• How do we track and reward in-app purchases? Why is it not part of the SDK?
• What can we do on the web that we can’t do in the SDK?

View all 6

General FAQ 10

• How can advocates share a video?
• How does it work?
• Can advocates download their videos?
• What metrics can I track?
• Are there any limitations to the video?

View all 10