Referrals

Learn how to set up and customize referral campaigns with Joy Loyalty. Reward referrers and referees, customize popups, and grow your community with ease.

• Basic features are available for Free, Professional, Advanced, and Enterprise plans

• Advanced features such as Shopify customer tagging, Order tags,... are available for Professional, Advanced and Enterprise plans

What is "Referrals" feature?

The referral program enables customers to share your store with friends and family through various social channels. Each customer gets a unique referral link they can share directly from your loyalty widget. The system automatically tracks these referrals, making it easy to monitor program success and reward customers for bringing in new shoppers.

Why do you need "Referrals" feature?

Besides rewarding customer loyalty, you can also grow your community through referral campaigns. By encouraging your existing customers to refer friends, you create an opportunity for them to become advocates for your brand, helping to bring in new customers. Setting up and managing referral campaigns with the Joy Loyalty Program is quite straightforward. In this guide, we’ll show you how to launch your first referral campaign that not only rewards customers but also helps expand your community.

How to set up "Referrals" feature?

Step 1: Get access to "Referrals"

Navigate to the Joy Loyalty dashboard and choose Reward programs -> Go to Referrals

Step 2: Set up rewards for Referees and Referers

You can choose the rewards for both the referrers (customers making the referral) and the referees (new customers).

• Rewards for referees: Set up the reward for the friend who is referred. The default is a 10% coupon, but you can customize it to offer points or a fixed discount

• Rewards for referers: Define the reward for the customer who makes the referral. Like the referee, you can offer points, percentage-based coupons, or amount-off discounts

Step 3: Referral redirection URL

By default, this URL is set to your homepage, but you can modify it to redirect customers to any page you prefer.

Step 4: Choose sharing channels

Enable the platforms where your customers can share their referral links

Step 5: Advanced settings

1. Shopify order tagging and attribution

Order tags: Automatically adds "Joy Referral" tag to orders from referrals to help you track and measure program success

Attribution settings: Add detailed context to referral order to help track referral sources

1. Shopify customer tagging

Customer referral tags: Tag new customers with "Joy referral"

Customer referee tags: Tag referring customers as "Joy referee"

Step 6: Anti cheat

Enable fraud prevention to keep your referral program fair and secure

1. Similar email detection: Block variations of email addresses

2. Browser tracking: Prevent multiple referrals from the same browser

3. IP address monitoring: Track referrals coming from the same IP address

4. Previous purchase history: Check emails against previous purchase records

Step 7: Activate your "Referrals" program

Press Save to apply all your changes and hit Turn on to activate your program.