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Referral embed and sharing options overview

Embed and share your referrals page anywhere on your website

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

Introduction

Share or embed your Referral Campaigns in multiple ways across your website and checkout experience. From simple page embeds to post-purchase extensions and social sharing, there are many options to maximize your referral program's reach!

✨ Referrals campaigns are available on the Premium and Enterprise plans


Embed anywhere with one line of code

Use one line of HTML and div to reference your referrals page on any liquid template in your theme files in Shopify. This line of code will render your referrals page instantly.

<div id="rivo-referral-campaign-1234">

πŸ“ Important Note: Remember to replace 1234 with your actual Campaign ID outlined here. Add your dedicated referrals landing page to your website β†’


Trigger referral pop-ups from buttons and links

Create seamless referral experiences by triggering pop-ups from any button or link on your website. Customers can access your referral campaign without being redirected to another page.

Add the CSS class open-rivo-advocate-campaign to any existing button or link to trigger your referral campaign pop-up:

<button type="button" class="button button--primary open-rivo-advocate-campaign">
  Refer Friends
</button>

For multiple referral campaigns, specify which campaign to open by adding the campaign ID:

<button type="button" class="button open-rivo-advocate-campaign" data-referral-campaign-id="5578">
  Refer Friends
</button>

πŸ’‘ Pro Tip: This works great on account pages, product pages, or anywhere you want to encourage referrals. Learn more about referral pop-ups β†’


Post-purchase checkout extensions

Engage customers immediately after they complete a purchase with a referral campaign embedded directly in the checkout thank-you page. This is one of the most effective times to encourage referrals!

The post-purchase referral extension includes:

  • Referral link display - Customers can easily copy their unique referral link

  • Social sharing buttons - One-click sharing to Facebook, Twitter, WhatsApp, SMS, and Email

  • Custom messaging - Personalized referral messages for each social platform

  • Hero image - Eye-catching visuals to encourage sharing

✨ Post-purchase extensions are automatically enabled when you activate your referral campaign. Configure the appearance and messaging in your campaign settings.


Social sharing options

Make it easy for customers to share their referral links across all their favorite platforms. Each platform can have customized messaging to maximize engagement.

Available platforms

  • Facebook - Share to Facebook timeline with custom message

  • Twitter - Tweet with customizable text and referral link

  • WhatsApp - Send personal messages with referral link

  • SMS - Text message sharing for mobile users

  • Email - Send referral invitations via email with custom subject and body

Customize social messages

Each social platform can have its own custom message to match the platform's style and your brand voice. You can include variables like your shop name and customize the tone for each audience.

Examples of effective social messages:

  • Twitter: "Just discovered this amazing store! Use my link to get a discount πŸ‘‡"

  • WhatsApp: "Hey! I found this great store and thought you'd love it. You can get a discount with my referral link!"

  • Email: "I wanted to share this store I've been shopping at. You can get a special discount as my referral!"


Widget and loyalty program integration

Your referral campaigns seamlessly integrate with Rivo's loyalty widget system, giving customers multiple ways to access and share their referral links.

Floating loyalty widget

When enabled, your referral program appears within the floating loyalty widget that customers can access from any page. This provides a consistent referral experience across your entire website.

Account slideout integration

Referral options are automatically included in the account slideout, allowing logged-in customers to quickly access their referral link and sharing options without leaving the current page.

πŸ’‘ Pro Tip: Enable the app embed for the most seamless integration. Learn how to enable the app embed β†’


Adding your campaign to your navigation

Get people talking (and clicking!) by adding a link to your referrals page in your main Shopify menu navigation.

  1. From your Shopify admin, go to Online Store > Navigation - or click here

  2. Under Menus, click on Main menu

  3. Click Add menu item

  4. Add the best title (e.g. 'Get $5') and search for the dedicated referrals page you created here

  5. Click Add and then click Save.


Customization options

Personalize your referral campaigns to match your brand and optimize for conversions.

Design and branding

  • Colors - Customize button colors, background colors, and text colors

  • Fonts - Match your brand's typography

  • Background images - Add custom hero images to your referral pages

  • Custom CSS - Advanced styling options for complete customization

Text and messaging

Customize all text elements in your referral campaign:

  • Page titles and descriptions

  • Call-to-action button text

  • Reward descriptions

  • Email templates and subject lines

  • Social sharing messages

  • Error and success messages

Mobile optimization

All referral campaigns are automatically optimized for mobile devices with:

  • Responsive design that adapts to any screen size

  • Touch-friendly buttons and interfaces

  • Mobile-specific sharing options (SMS, WhatsApp)

  • Optimized loading times for mobile networks


Troubleshooting

Common issues and solutions for referral campaign embeds and sharing.

Referral campaign not appearing

If your referral campaign isn't showing up, check:

  • The correct Campaign ID is used in your embed code

  • The referral campaign is toggled ON in your dashboard

  • The referral program is enabled in your settings

  • The page template includes your embed code

  • The page visibility is set to Visible

Pop-up triggers not working

If your referral pop-ups aren't triggering:

  • Verify the CSS class open-rivo-advocate-campaign is correctly added

  • Check that the campaign ID in data-referral-campaign-id matches your active campaign

  • Ensure the Rivo app embed is properly installed

  • Clear your browser cache and test again

Social sharing not working

If social sharing buttons aren't functioning:

  • Check that each social platform is enabled in your campaign settings

  • Verify custom messages don't contain invalid characters

  • Test sharing on different devices and browsers

  • Ensure pop-up blockers aren't preventing social windows from opening


Best practices for maximum engagement

Get the most out of your referral campaigns with these proven strategies:

  • Strategic placement - Add referral triggers on high-traffic pages like product pages, cart, and account pages

  • Clear value proposition - Make the benefits obvious for both the referrer and the referred friend

  • Mobile-first design - Ensure your referral experience works perfectly on mobile devices

  • Test different messages - Experiment with different social sharing messages to see what resonates

  • Post-purchase timing - Leverage the post-purchase extension when customers are most satisfied

  • Multiple touchpoints - Use a combination of embeds, pop-ups, and widget integration for maximum reach


Common questions

Can I use multiple embed methods at the same time?

Yes! You can combine page embeds, pop-up triggers, post-purchase extensions, and widget integration for maximum reach. Each method serves different customer touchpoints.

How do I customize the social sharing messages?

Go to your referral campaign settings and look for the social sharing section. You can customize the message for each platform individually to match the platform's style and your brand voice.

Can I track which sharing method is most effective?

Yes! Your referral analytics will show you which sharing methods and platforms are driving the most referrals, helping you optimize your strategy.

I need help sharing my campaign, can I request an onboarding call?

Yes! Customers on our premium and enterprise plans get white-glove onboarding included in their plans. Reach out to your Customer Success Manager for more details.

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