Articles on: Setting up Referral (End-to-end)

Setting Up Coupon Code Based Referral Flow

If you have opted for the Referral Coupon Code as your Referral Flow Type in your Referral Program as shown below, kindly follow the rest of the article.

To understand better how the coupon code based referral works, read here

Setting the restrictions

We need to add a restriction so that only new customers will be able to use the referral coupon code, and existing users shouldn't be able to use it. We can achieve this by creating a segment on Shopify that includes only new customers, and attaching it to the referral coupon code. This way, Shopify doesn't allow existing users who don't fall under the segment to use the code. To do this, please follow the below steps:

Go to your Shopify admin page. Click on Customers in the sidebar menu and then click on Segments inside.

In the new page, click on Create segment in the top right corner.

In the new page, click on template and then in the side pop-up click on Engage first-time customers and select the "Use this template" in the side.

You can also create your own rules for the segment by clicking on "filter" or use any other predefined template

Click on "Apply" and then Save segment. A popup opens to enter the segment name.

Enter the name. Click on Save button. Your segment has been created.

Now in the address bar, look for the numbers at the end of your url in the search bar as shown below. This is your Segment Id.

Copy it as it will be required while setting up the restriction in Nector dashboard. Only the customers who will be inside the segment will be able to use the referral coupon code for discounts. This is required to prevent abuse of the code for unfair benefits.

Now we need to add it to the Nector dashboard.

Go to the Referrals Program inside the Nector dashboard. In the side-bar click on Rules.

Switch to the Friend's Reward Settings tab and inside Reward Given To The Friend, click on the Edit button.

Click on Advanced Offer Settings button.

Switch to the Discount Settings tab and scroll down below to the Restrict Discount to a Segment section.

Enter your Segment Id here and click on Save button.

You have successfully set up the restriction on the referral coupon code.

Updated on: 12/06/2024

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