Introduction

Referral campaigns can significantly amplify your referral marketing efforts. Utilize the design tool to smoothly adjust layouts and improve both textual and visual elements.

General

The main section allows you to set up core campaign parameters, including visibility settings, campaign title, and incentives for both advocates and their referred contacts.

• 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.

💡 Find out more: Referral reward types

Pages

The Pages section enables you to modify campaign text and set up interaction methods for advocates and referred individuals within the popup interface.

💡 Find out more: Customer referrals explained

Advocate Signup

This screen greets customers when they first access your dedicated referral page or encounter your embedded campaign. It serves as the entry point for joining your referral program.

Advocate Share

After signup, customers are directed to this page. Here, they can generate and duplicate their unique referral link for sharing across various platforms.

Advocate Reward

Upon successfully completing a referral, customers are shown this page. They receive a link to view their reward via the 'Referral Completed' email notification.

Friend Claim

When referred friends click a referral link, they land on this page. At this stage, they must provide their email address to secure their reward.

📝 Note: The Friend Claim Page is where we check for any fraud.

Friend Reward

Once referred friends have submitted their email and passed fraud verification, this page appears, allowing them to claim their promised reward.

Design

• 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

Access the advanced options to input custom CSS code for styling your Pages. This feature enables everything from font imports to comprehensive redesigns of your campaign's appearance.