For the complete documentation index, see llms.txt. This page is also available as Markdown.

Manage referrals

Reward customers for referrals with Referral Program, and how a referral discount applies once per order.

Use Referral Program to reward both the existing customer who refers a friend and the friend who places their first order.

The existing customer receives their reward once the friend makes their first order.

Set the reward for the referring customer

Open the Customer reward settings

From Referral Program, find Customer reward and select Edit.

Choose what to reward

Select one option:

  • No reward (turns off the customer reward)

  • Points (enter the number of points)

  • Discount (configure a coupon-style discount)

If you choose Discount, configure the rules

Fill in the available fields as needed:

  • Percentage or Fixed amount

  • Code prefix (the beginning of the generated code; the example updates underneath)

  • Applies to (for example, Specific products or variants)

  • Select variants (optional; select specific variants, or leave blank to match any product). Use Browse to pick items.

  • Purchase Type (for example, One-time purchase)

  • Minimum spend

  • Expires after (leave as No expiry to keep codes active indefinitely)

Save your changes

Select Save.

How a referral discount applies

A referral reward is a single reward for a single referral, so the discount applies once per order.

If you set a fixed amount and the order contains more than one qualifying product, the reward is spread across those products rather than repeated on each one. A $30 referral reward takes $30 off the order in total, however many qualifying items are in the cart.

Applies to and Select variants still decide which products qualify. They scope eligibility; they do not multiply the reward.

One referral produces one successful referral in your loyalty analytics, counted against the order rather than the number of products the code touched.

Set the reward for the referred friend

The Friend reward is what your customer's friend receives to use on their first purchase.

Open the Friend reward settings

From Referral Program, find Friend reward and select Edit.

Choose Points or Discount

Pick No reward, Points, or Discount, then configure the same discount rule fields if you choose Discount.

Save your changes

Select Save.

Activate your Referral Program

Check Referral status

On the Referral Program page, look for the Referral status section.

Turn it on

If it shows inactive, select Activate.

If you're testing, set a small Points reward first (for example, 50–200) to verify the referral flow, then switch to a Discount once you're ready.

FAQ

When does the referring customer get rewarded?

The referring customer receives their reward after the friend makes their first order.

Do I have to use both rewards?

No. You can choose No reward for either Customer reward or Friend reward, and keep the other one active.

What does “Code prefix” do?

It sets the starting characters for generated discount codes. The example shown beneath the field updates to preview what the code will look like.

Can a referral discount apply more than once on an order?

No. A referral reward applies once per order. If several qualifying products are in the cart, a fixed-amount reward is spread across them so the total taken off matches what you configured.

Last updated