Referrals, emails and setup, refined

A round of refinements across referrals, emails and setup.

One minimum for a referral. Require a minimum order value on the referral rule now covers both the friend's discount code and the referral reward, so there is one number to set. If your two values differed, the higher one is shown and applies when you save.

Returning customers aren't new friends. A signed-in customer who has ordered before and opens someone's referral link isn't recorded as a pending referral.

Klaviyo sample events on your store email. Sample events go to your store's own email address and appear in Klaviyo, ready to build flows on. Charm's own sample and preview addresses are never enrolled as members.

Emails.

• Send a test email includes the email's button, just like the emails your customers receive.
• Reward emails for automatically issued rewards show the remaining balance box only when there is a balance to show, and a gift added to the order itself gets no separate reward box.

Start setup again. While no program is running and there's no customer or points activity yet, the Setup guide card on the home page offers Start setup again. The setup snapshot also reads a busy store's order history more accurately.

Copies between stores keep each store's switches. Copying settings from another store, a test store for example, leaves this store's program switches as they are.

Also improved.

• Duplicating a paid membership program starts the copy switched off, fully editable and separate from the original's subscription plan.
• Program summaries and rule rows in the admin follow the language you're editing.
• A customer's page shows the name day row only if you run a name day rule.
• French, German, Chinese, Hungarian, Norwegian, Slovenian and Estonian call a collection what Shopify calls it.
• Czech greetings decline double first names word by word: "Evo Liliano".
• The admin works in private browser windows that block storage.
• The perk switch for discounting more than one unit per order explains what happens when it's off: one discounted unit per order.
• Refunds and cancellations of orders that could never earn points, such as orders from before you installed Charm or unpaid cash-on-delivery orders, are settled straight away.