Referrals

Set up and customize referral campaigns with Joy Loyalty

• 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 lets customers share your store via social channels using a unique referral link from the loyalty widget. The system tracks referrals automatically, ensuring easy monitoring and rewarding of new customer referrals.

Why do you need "Referrals" feature?

Grow your community with referral campaigns by turning loyal customers into brand advocates. With the Joy Loyalty Program, setting up and managing referrals is easy. This guide will help you launch your first campaign to reward customers and attract new ones.

How to set up "Referrals" feature?

1

Get access to "Referrals"

Choose Reward programs -> Go to Referrals

2

Set up rewards for Referees and Referers

Choose the rewards for both the referrers (customers making the referral) and the referees (new customers).

• For Referees: Customize rewards for referred friends, such as a 10% coupon, points, or a fixed discount.

• For Referrers: Reward customers who refer others with points, percentage discounts, or fixed amount-off coupons.

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

4

Choose sharing channels

Enable the platforms where your customers can share their referral links

5

Advanced settings

a. 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

b. Shopify customer tagging

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

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

6

Anti cheat

Enable fraud prevention to keep your referral program fair and secure

• Similar email detection: Block variations of email addresses

• Browser tracking: Prevent multiple referrals from the same browser

• IP address monitoring: Track referrals coming from the same IP address

• Previous purchase history: Check emails against previous purchase records

7

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