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Getting started with Referrals
Getting started with Referrals

Show your appreciation to your customers by creating a flawless Referrals Program.

Stuart Chaney avatar
Written by Stuart Chaney
Updated over a week ago


Referrals are a brilliant way of expanding your market and gaining more customers as your existing customers can send new customers directly to your store. Show your appreciation to customers who become advocates for your business by creating a rewards program for them.

Enabling the Referrals program

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  1. From the dashboard, go to Programs > Referrals.

  2. Slide the switch to the ON position for the Referral Program Status.

Creating Rewards for referrals

In the Referral Rewards section, there are two default referral rewards you can edit, one for the Referred Friend and one for the Advocate. In this example, we will create the reward for the Advocate.

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πŸ“ Note: If you want to create the reward for the Referred Friend instead, follow the same steps below but do these on the Referred Friend Reward section.

  1. Click the Add Reward button.

  2. Choose the type of reward. In the example above, we chose Percentage Off.

  3. Set your preferred settings in the following fields:

    1. Reward Title - The name of the reward

    2. Reward - The discount value of the reward

    3. Minimum Cart Requirement - Set a minimum purchase value the reward can be used on

    4. Apply to - Apply the reward to all your products or specific Collections.

    5. Purchase Type - additional setting for stores that have installed any subscription app (Change purchase type for discount rewards)

      1. One-time Purchase

      2. Subscription

      3. Both.

πŸ’‘ Find out more: Check out our guides on giving Points for Completed Referrals and Advanced Rewards.

Setting an expiration

If you want to set expiration to the reward you created:

  1. Simply check the box under Reward Expiration.

  2. Select how many months before the reward expires.

  3. When you're satisfied with your reward settings, click Create Reward.

Changing the referral landing page URL

Make sure customers following a referral link land on the page you want them to! This is especially handy if there is a particular collection, page, or product you want customers to see when they first arrive at your store.

  1. From the Loyalty dashboard, go to Programs > Referrals.

  2. Scroll to Referrals Redirection URL and add the handle you would like to use, e.g. "collections" as in the example above.

  3. Save your changes.

  4. This will update all existing referral links; you can change the URL anytime you want and all referral links will update.

Common questions

Is there a way in the app to track or monitor the statistics of the referrals brought in by my customers?

Yes! This is possible using the Referral Analytics feature.

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