> ## Knowledge Base Index
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# Configure Dedicated Referral Page

# Configuring a Referral Page

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### Introduction

Your Referral Page is one of the most powerful tools for viral growth. It gives customers a quick way to share your brand, earn rewards, and invite friends—all while creating a seamless experience that aligns with your store’s theme.
In this guide, you’ll learn how to:
✔ Customize the branding and banners
✔ Configure logged-in/logged-out text
✔ Control sharing options
✔ Embed the referral page into Shopify using Liquid
Let’s walk through each step!

###### Step 1 - Open Dedicated Pages

Navigate to your Nector Dashboard, click Onsite Display, and then select Dedicated Pages.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image1_sh0iig.jpg)



###### Step 2 - Access the Referral Page

Inside Dedicated Pages, locate and click on Referral Page.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image2_jwopbp.jpg)



###### Step 3 - Open Page Configuration

Click Configure to reveal all available referral page settings.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image3_ix2kci.jpg)


###### Step 4 - Adjust Brand Settings

The Brand Setting section automatically inherits your store’s styling.
If needed, update:
• Brand colors
• Font styles
Next, scroll to Banner Image Setting.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image4_10zw9sa.jpg)


###### Step 5 - Upload Banner Images

Upload banner images for both Desktop and Mobile.
You may paste an image URL or upload a file directly.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image5_15ikl83.jpg)



###### Step 6 - Desktop Banner Size

Use an image sized 1920 × 450 px for optimal desktop display.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image6_11bkk1q.jpg)



###### Step 7 - Mobile Banner Size

Use a 575 × 480 px image for mobile devices.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image7_2y2vip.jpg)



###### Step 8 - Preview Banner Placement

Your banner will appear in the gray highlighted area of the referral page preview.
Now move to the Controls section.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image8_1jda1a7.jpg)



###### Step 9 - Configure Sharing Options

Go to the Sharing Section at the bottom.
Here, you can disable individual sharing channels such as:
• WhatsApp
• Facebook
• Others as needed
Click Save after making adjustments.
Next, configure Logged In / Logged Out settings.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image9_13l6kwr.jpg)



###### Step 10 - Set Logged-In and Logged-Out Views

This section allows you to customize what customers see based on login state.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image10_btk1uq.jpg)



###### Step 11 - Customize Logged-Out Messaging

When logged out, customers will see a prompt encouraging them to refer friends for rewards.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image11_tcaanm.jpg)



###### Step 12 - Modify CTAs

Edit both Sign-Up and Login CTAs to match your brand voice.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image12_us1op7.jpg)



###### Step 13 - Configure Logged-In Text

Logged-in customers will see their referral link along with a message such as a 15% coupon offer.
Make use of variables like referral mode for dynamic text.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image13_1huorwa.jpg)



###### Step 14 - Set Referral Text Snippets

Add phrases such as “with a friend” and “15% coupon off.”
Next, proceed to Sharing & Sharing Settings.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image14_ogjlif.jpg)



###### Step 15 - Set Auto-Copy Share Message

These settings control the message automatically copied when customers click a sharing icon (e.g., WhatsApp, Facebook).


![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image15_1inmp1m.jpg)


###### Step 16 - Test the Share Message

This is the exact text customers will share via the selected platform.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image16_1ub23lk.jpg)


###### Step 17 - Open the Code Section

Scroll to the Edit Code section.
This snippet needs to be added to your Shopify theme.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image17_1kuzecw.jpg)



###### Step 18 - Copy the Snippet

Copy the full code block provided.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image18_1g13dwc.jpg)



###### Step 19 - Create a New Liquid File in Shopify

In Shopify Admin:
1. Click the three dots on your theme
2. Select Edit Code
3. In Templates, right-click → Create a New File
4. Name the file (e.g., “quid”)

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image19_157c3ye.jpg)



###### Step 20 - Paste the Code

Press Enter, paste the copied code snippet into the new Liquid file.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image20_1cnru0o.jpg)



###### Step 21 - Save Your File

Click Save.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image21_1i7q5lh.jpg)



###### Step 22 - Create a Page in Shopify

Return to Shopify → Pages → Add Page
• Enter a name (e.g., Referral Page)
• Set visibility to Visible
• Choose the new template (e.g., nectar-referal)
• Click Save
![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image24_1x37rqa.jpg)



###### Step 23 - Assign the Theme Template

Ensure the newly created template is applied to the page for correct rendering.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image25_1lipewy.jpg)



###### Step 24 - Make It Discoverable

Add your Referral Page to your store’s:
• Navigation menu
• Header
• Footer
This improves accessibility for customers.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image26_ytfmd0.jpg)




###### Step 25 - Setup Complete

Your Referral Page is now successfully configured and ready for customers to use.
Thank you for following along! 🎉

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image27_1m71dp4.jpg)


###### Wrap-Up

You’ve successfully:
✔ Customized referral banners and branding
✔ Configured sharing logic and referral messaging
✔ Set up logged-in and logged-out customer experiences
✔ Embedded the referral page into Shopify using Liquid
Your store now has a polished, user-friendly referral experience that encourages customers to share, engage, and grow your brand. 💚
