Referral campaign builder

Seamlessly refine layouts and enhance text and visuals using the intuitive referral campaign visual editor

James Dohm avatar
Written by James Dohm
Updated over a week ago

Introduction

With referral campaigns, your referral marketing initiatives can receive a significant boost. Use the visual editor to effortlessly refine layouts and enhance text and visuals.

✨ Referral campaigns are available on the Scale and Plus plans. See pricing β†’


General

In General, you can configure the main preferences of your campaign, such as the visibility, the name, and the rewards available for the advocates and the referred friends.

General tab on the Referral Campaigns editor
  • Campaign Status - If the campaign is toggled ON, it will be rendered on any page you have embedded it

  • Campaign Name - This is an internal name to identify your campaign

  • Embedded Campaign - This is the HTML snippet code you can add to any Shopify page through your theme code

  • Advocate Incentive - This is a discount code that will be generated for the referring customer after the referred friend places their first order. The advocates need to follow a link sent by email to claim their reward

  • Friend Incentive - This is a discount code that is generated once the referred friend follows the referral link to claim the reward.

πŸ’‘ Find out more: Referral reward types


Pages

In Pages, you can edit the copy of your campaign and configure how the advocates and referred friends interact with the popup.

Design tab on the Referral Campaigns editor

πŸ’‘ Find out more: Customer referrals explained

Advocate Signup

Advocate Signup page

This is the page that your customers see when they first visit your dedicated referral page or the page where you have embedded your campaign. They use it to sign up for your referral program.

Advocate Share

Advocate Share page

This is the page that your customers see after they sign up. From here, they can copy their referral link and share it across channels.

Advocate Reward

Advocate Reward page

This is the page your customers see after completing a referral. They obtain the link to view their reward from the email notification Referral Completed.

Friend Claim

Friend Claim page

This is the landing page for referred friends after they follow a referral link. In this step, they need to submit their email to claim their reward.

πŸ“ Note: The Friend Claim Page is where we check for any fraud.

Friend Reward

Friend Reward page

After referred friends submit their emails and pass the fraud check, this is the page where they can claim their reward.


Design

Customize the layout of your campaigns by setting the brand colors and background and editing the font size.

Design tab on the Referral Campaigns editor
  • Colors - Use the color picker tool to change the color of the text, button, and header of your Pages

  • Font - Edit the size and alignment of the text displayed on your Pages

  • Custom height - Edit the vertical distance between the embed and the element after it, for desktop and mobile, on the page it has been inserted. This applies to the Advocate Signup and Advocate Share Pages only

  • Background type - Choose how to display the media between Cover (as a background) and Columns. This applies to the Advocate Signup and Advocate Share Pages only

  • Background position - Choose if the background image is displayed on the left or right side. Applies to any Page that uses the background type Columns

  • Share mode - For the Advocate Share page, choose between displaying the social sharing options in Blocks or Tabs

  • Email Subject enabled - If sharing referral link via email is enabled, tick this option to allow advocates to customize the subject of the email

  • Email Note enabled - If sharing referral link via email is enabled, tick this option to allow advocates to add a custom message to the email

  • Email send reminder enabled - If sharing referral link via email is enabled, tick this option to let advocates send a copy of the email to their friends in 3 days

  • Background image - Upload an image from your files to show it as the background or just a sidebar. We recommend a size of 1420 x 800.


Advanced

Use the advanced settings to insert any CSS codes to style your Pages, from importing fonts to changing the entire look and feel of your campaign.

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