Refer friends at checkout

Boost brand advocacy by encouraging customers to refer friends after purchase and earn rewards

Ana Rincon avatar
Written by Ana Rincon
Updated over a week ago

Introduction

Empower your customers with savings, rewards, and an effortless referral process. With this checkout extension, customers can easily access their unique referral link, turning every satisfied shopper into a brand advocate.

✨ Checkout extensions are available to Shopify Plus merchants on the Rivo Plus plan who have upgraded to Checkout extensibility

βœ… Checkout extension available on the Thank You page


How the extension works

If the customer checks out as a guest, the extension will display a logged-out state to incentivize them to sign in or create a store account and enroll in your Loyalty program.

Rivo's Refer Friends checkout extension in logged-out state

If the customer logs into their account during their session or checkout process, they will see the extension with their referral link to copy and share with friends.

Rivo's Refer Friends checkout extension in logged-in state

πŸ’‘ Pro Tip: Tailor the button URL for both logged-in and logged-out states, ensuring seamless redirection for customers to designated pages.


How to add the extension

  1. From your Shopify admin, go to Settings > Checkout

  2. In the Customize your checkout section, click Customize next to the checkout that you want to edit

  3. At the top bar menu bar, select the Thank you page

  4. On the left side menu, click Add app block

  5. Select Rivo Loyalty & Referrals' Refer Friends Extension

    Refer Friends Extension under App blocks available
  6. Click Save.


Known limitations

  • The extension can only be added to the Thank You page

  • Currently, copy buttons for the referral link are not supported.


Translation

  1. From the Rivo Dashboard, go to Branding > Translation

  2. Search for Checkout UI Refer Friends within the page

  3. Edit the text

  4. Save changes.

πŸ“ Note: The link account/login?return_url=/account&email={{customer_email}} in the Checkout UI Refer Friends Login URL will redirect logged-out customers to the login page.


Common questions

Can I change the position of the extension on the Thank You page?

No. The checkout extension will be added before the confirmation status.

Where can I learn more about upgrading to Checkout extensibility?

To learn more you can check out this document from Shopify.

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