Introduction
Transform your customers into brand advocates with Rivo's powerful referral checkout extensions. These extensions make it effortless for customers to share their unique referral links right after completing a purchase, maximizing your word-of-mouth marketing potential.
✨ Checkout extensions are available to Shopify Plus merchants on the Rivo Plus plan who have upgraded to Checkout extensibility
✅ Two checkout extensions available: Basic Refer Friends Extension and Enhanced Post-Purchase Referral Extension
Extension Types
Rivo offers two different referral checkout extensions to meet your needs:
Refer Friends Extension (Basic)
A streamlined extension that displays the customer's referral link with a simple interface. Perfect for merchants who want a clean, minimal referral experience.
Refer a Friend Post Purchase Extension (Enhanced)
A comprehensive extension with advanced features including:
Social sharing buttons (Facebook, WhatsApp, Twitter/X, SMS, Email)
Copy-to-clipboard functionality
Custom hero images
Preview mode for testing
Enhanced visual design
How the extensions work
Both extensions intelligently adapt based on the customer's login status:
Guest Customers (Logged-Out State)
When customers check out as guests, the extension displays an encouraging message to log in or create an account to access their loyalty benefits and referral link.
Logged-In Customers
Authenticated customers see their personalized referral link ready to share, along with any enabled social sharing options and customized messaging.
💡 Pro Tip: Customers tagged with "Rivo Advocate" won't see the post-purchase referral extension to avoid duplicate referral prompts.
How to add the extensions
From your Shopify admin, go to Settings > Checkout
In the Customize your checkout section, click Customize next to the checkout that you want to edit
At the top bar menu bar, select the Thank you page
On the left side menu, click Add app block
Choose from the available Rivo extensions:
Refer Friends Extension - Basic referral link sharing
Refer a Friend Post Purchase - Enhanced version with social sharing
Configure the Referral Campaign ID setting if you want to track referrals for a specific campaign (optional)
Click Save
Customization Options
Access advanced customization options from your Rivo Dashboard under Settings > Checkout Extensions:
Post Purchase Referral Settings
Enable Share Buttons: Add social sharing buttons for Facebook, WhatsApp, Twitter/X, SMS, and Email
Hero Image URL: Add a custom image to enhance the visual appeal of your referral extension
Preview Mode: Test the extension with specific email addresses before going live
Country Restrictions: Show the extension only to customers from specific countries (comma-separated country codes)
Social Sharing Configuration
When social sharing is enabled, customers can share their referral links through:
Facebook: Direct sharing to Facebook timeline
WhatsApp: Share via WhatsApp with customizable message
Twitter/X: Tweet with custom message and referral link
SMS: Send referral link via text message
Email: Share via email with customizable subject and body
Translation & Text Customization
Fully customize all text displayed in your referral extensions:
How to customize text:
From the Rivo Dashboard, go to Branding > Translation
Search for Checkout UI Refer Friends within the page
Customize the following text elements:
Available text customizations:
Login Title: "Claim your points from this purchase!"
Login Description: Message encouraging account creation
Login Button Title: "Activate my account"
Login URL: Custom redirect path for login
Referral Title: "Refer a Friend"
Referral Description: Explanation of referral benefits
Referral Text Field Label: "Your referral link"
Referral Button Title: "Refer a Friend"
Referral Button URL: Custom destination for referral button
📝 Note: The default login URL account/login?return_url=/account&email=##{{customer_email}} automatically redirects logged-out customers to the login page with their email pre-filled.
Advanced Features
Referral Campaign Tracking
Link your checkout extension to specific referral campaigns by setting the Referral Campaign ID in the extension settings. This allows you to track performance and attribute referrals to specific marketing initiatives.
Copy-to-Clipboard Functionality
The enhanced post-purchase extension includes a copy button that allows customers to easily copy their referral link to their device's clipboard with one click.
Preview Mode
Test your referral extension before making it live by enabling preview mode and specifying test email addresses. Only customers with those email addresses will see the extension during testing.
Smart Customer Filtering
The extension automatically excludes customers who are already tagged as "Rivo Advocate" to prevent duplicate referral prompts and ensure a clean customer experience.
Requirements & Limitations
Requirements:
Shopify Plus store
Rivo Plus plan subscription
Checkout Extensibility enabled on your store
Active referral campaign configured in Rivo
Limitations:
Extensions can only be added to the Thank You page
Extension position cannot be changed (appears before confirmation status)
Copy button functionality is only available in the enhanced post-purchase extension
Social sharing requires individual platform configuration in referral settings
Frequently Asked Questions
What's the difference between the two referral extensions?
The basic "Refer Friends Extension" provides a simple referral link display, while the "Refer a Friend Post Purchase" extension includes social sharing buttons, copy-to-clipboard functionality, custom hero images, and enhanced visual design.
Can I use both extensions at the same time?
No, you should only use one referral extension at a time to avoid confusing your customers with duplicate referral prompts.
How do referral links work with campaigns?
When you set a Referral Campaign ID in the extension settings, all referral links generated will include campaign tracking parameters to help you measure the performance of specific marketing initiatives.
Can I customize the social sharing messages?
Yes, you can customize messages for WhatsApp, Twitter/X, SMS, and email sharing through your referral campaign settings in the Rivo Dashboard.
Why don't some customers see the referral extension?
The extension may be hidden for customers who are already tagged as "Rivo Advocate," customers from restricted countries (if country restrictions are enabled), or during preview mode testing.
Can I change the position of the extension on the Thank You page?
No, the checkout extension will always appear before the confirmation status and cannot be repositioned.
How do I test the extension before going live?
Enable preview mode in the checkout extension settings and add test email addresses. Only customers with those email addresses will see the extension during testing.
Where can I learn more about upgrading to Checkout Extensibility?
Visit Shopify's Checkout Extensibility documentation for detailed upgrade instructions.