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

What the RoadmapReferrer note on a customer means

Seeing a RoadmapReferrer note on a Shopify customer profile? That's Roadmap's referral attribution. What it records, where it appears, and how to trace the referral.

If a customer profile carries a note like RoadmapReferrer:9671301300396, that's Roadmap's referral attribution at work, not an error or leftover data. It marks the customer as referred and records exactly who referred them.

What the note records

When a friend places their qualifying order through your referral program, Roadmap stamps a note onto the new customer's Shopify profile:

RoadmapReferrer:<the referrer's Shopify customer ID>

This is the durable link between the new customer and the person who referred them, and it's what the referral reward and your referral reporting are built on.

Where you'll see it

  • On the customer: the Shopify customer profile's Notes card carries the RoadmapReferrer line.

  • From an order: the note lives on the customer, not the order (the order's own Notes card reads No notes from customer). To see it from an order, open the note icon in the order's Customer card, which shows the customer's notes. The friend's referral discount does appear in the order's discount lines, so that's the order-level signal of a referred purchase.

  • In Roadmap: open Loyalty Program → Manage Customers and select the customer. The Customer card shows Referred by with the referrer's email address, alongside their point history.

Finding the referrer from the note

The number after RoadmapReferrer: is the referrer's Shopify customer ID. Two ways to reach them:

  • In Roadmap, open the referred customer in Manage Customers and click the Referred by email.

  • In Shopify, append the ID to your admin's customer URL: admin.shopify.com/store/your-store/customers/<id>.

The note is written automatically when the referred order is placed. You don't need to add, edit, or clean these notes up.

Tracking referrals in aggregate

For program-level numbers rather than a single customer, open Analytics → Loyalty & Referrals → Referrals: Referral Performance shows referral revenue, conversion rate, new referred customers, and active referrers for the selected period, and Top Referrers ranks your best advocates lifetime.

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