Getting started with referral campaigns
Learn how to set up and customize referral campaigns with Joy Loyalty. Reward referrers and referees, customize popups, and grow your community with ease.
Last updated
Learn how to set up and customize referral campaigns with Joy Loyalty. Reward referrers and referees, customize popups, and grow your community with ease.
Last updated
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.
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.
When setting up your referral campaign, you can choose the rewards for both the referrers (customers making the referral) and the referees (new customers). Both can receive points, percentage coupons, or a fixed-amount discount. By default, a 10% coupon is applied to each party.
Referee Reward: 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.
To set up Referee Reward
Referrer Reward: Define the reward for the customer who makes the referral. Like the referee, you can offer points, percentage-based coupons, or amount-off discounts.
After a successful referral, the referred customer will be redirected to a specific page on your store. By default, this URL is set to your homepage, but you can modify it to redirect customers to any page you prefer, such as a product landing page or a promotional offer.
To ensure the referral experience matches your store’s branding, Joy allows full customization of the referral popups. You can edit the text, colors, and fonts in three parts of the referral flow:
Referral Popup: Customize the welcome message that invites customers to refer friends.
Referral Rewards Popup: Adjust the messaging around the rewards being offered for successful referrals.
Referral Success Popup: Edit the confirmation message shown after a referral is completed.
The dynamic variable will reflect your referral program settings. So in case you want a fixed string, you manually translate it, and then you are free to customize it completely.
To set up Referral Popups, follow these steps:
Go to Branding and select Referral Popup under the Setup Referral section.
Configure whether the referral popup should appear on your website in the How to Show section.
Customize the referral popup content and adjust its display frequency.
Review the Popup Preview and save your changes.
If you prefer not to use the dedicated referral floating button, you can rely on the main floating widget, which already includes a section for referrals.
By using the main widget, you can hide the referral button entirely, allowing your customers to naturally explore the referral option when they’re ready to become advocates for your brand.
By default, a popup will appear after the referee clicks on the referrer's invitation link. The referee will directly receive the reward by entering their email to claim it. Setting up Referral Rewards focuses on selecting the icon and editing the content of this popup.
To set up Referral Rewards, follow these steps:
Go to Branding and select Referral Popup under the Setup Referral section.
Configure whether the referral popup should appear on your website in the How to Show section.
Customize the referral popup content and adjust its display frequency.
Review the Popup Preview and save your changes.
The Referral Success Notification Popup appears when the referee successfully completes a purchase. This popup informs the referrer that the referral process is complete. The reward will be displayed, encouraging the referrer to claim and use it immediately in your store.
To set up Referral success notification, follow these steps:
Select Referral Success Notification.
Customize the content for the title, description, and button.
Review the popup preview and save your changes.
Once you are ready, you can start publishing the referral program by enabling it. This will start showing the referral program inside the floating widget and also the referral widget if you configure it to show.
Make sure to check if the App Pixel is connected in the Settings > Customer Events. If you are using the new Checkout extensibility, you will need to have this custom pixel connected. However, if you are still using the legacy thank you page, then we will use the Script tag to track the referral, so the Pixel here will be disconnected by default.
See how the referral flow works in the following post:
No, currently you cannot. We only support one campaign at the moment.
It seems short, but don't worry. There would be over 60 million combinations possible.
