Step 1

Click on "Programs" in the navigation bar.

Step 2

In the navigation bar, click on "Earning Rules" and then select the "Referral" tab.

Step 3

In the "Earning Rules" section for Referral, click on the box to view your referral program settings.

Step 4

Now, enable the status toggle to enable Referral Program.

Step 5

Choose the type of referral flow from the dropdown.

Collect Friend's Email/Mobile : In this flow, the friend needs to provide their email id/Mobile number, for verifying if they are eligible for the referral program.

Step 6

Here, we'll choose "Frictionless Referral" option from the dropdown.

Frictionless Referral : This is a simple and easy referral flow where the friend does not need to provide any details like email id or phone number. They will directly get a coupon code which they can use in their first order.

Step 7

Now, here you need to choose when do you want the customer should be rewarded after the friend has made a purchase.

Step 8

You can choose "order paid and completed" or "order delivered" from the dropdown.

Step 9

Here, there's another option to combine the above condition with a secondary condition of order tags.

Step 10

Enter the order tag here.

Step 11

You can choose whether both or any one condition should be satisfied to reward the customer.

Step 12

Now, click on the "Save" button to save the settings.

Step 13

Now, click the "Create Earning Rules" button in the Earning Rules section.

Step 14

Press the "Create Reward" button in the Earning Rules tab to add referral earning rules.

Step 15

In the pop-up, choose "Customer's reward" or "Friend's reward" to add the earning rule for both customer and friend.

Step 16

For customer's reward, choose the type of reward from the list.

We recommend "Coin Reward".

Step 17

In the form, enter the number of coins to reward.

Step 18

Click the "Create" button to create the customer's reward rule.

Step 19

In the Earning Rules section, click on "Create Earning Rule."

Step 20

In the modal, select "Friend’s Reward."

Step 21

In the modal, choose the type of reward you want to offer to the friend.

We recommend percentage discount.

Step 22

For example, choose "Percentage Discount" option.

Step 23

Enter the discount percentage value. For example: 15%

Step 24

Click the "Create" button to add the friend's reward earning rule.

Step 25

Now, click on the "Friend's Reward" earning rule to see further settings

Step 26

Click on "Edit Discount Settings" in the Discount Details section.

Step 27

Here, you can edit the discount percentage and add restrictions such as min. cart value and product/category discount.

Step 28

Set the expiry and usage restrictions for the generated coupons.

Step 29

Make sure that status is "Active" in the Status section.

Step 30

Click the "Save" button to apply the changes.

Step 31

In the advanced settings, you can add tier restriction if tier based rewards feature is enabled.

Step 32

You can select the tier for which this offer should be application.

Here, a friend who belongs to the selected tier will only be able to get this offer.

Step 33

In the Discount Combinations section, review the options for allowing combinations with other discounts.

Step 34

If you have selected " Frictionless Referral" type, then you need to create a customer segment on shopify that includes only new customers.

Once you have created the segment on shopify, look for the numbers at the end of your url in the search bar.This is your Segment Id.

Step 35

Click the Save button to apply the changes.

Step 36

In the Notification Settings tab, click on "Create Notification" to set up a new notification.

Step 37

Select "Send An Email" from the notification options in the modal.

If you have integrated with any other 3rd party tool for email or whatsapp marketing, then you can select the second or third option here.

Step 38

The nector event and email template will be pre-selected here. Just click "Create" to finalize the email notification setup.

Step 39

Click the "Back" button in the navigation bar.

Step 40

Select "Advanced Settings" in the modal.

Step 41

Click the dropdown under "Execution Restriction" in the modal.

Step 42

Choose an option from the dropdown list in the modal.

Step 43

Click the "Save" button in the modal.

Step 44

Click the "Back" button in the navigation bar.

Step 45

Select "Customer's Reward" options in the Earning Rules section.

Step 46

Here, you can edit the number of coins to reward and other details for customer's reward.

Step 47

You can edit the title and description. These details are shown in the customer's wallet history.

Step 48

In the Notification Settings tab, click the "Create Notification" button.

Step 49

In the modal, select "Send An Email" to notify your customers.

If you have integrated with any other 3rd party tool for email or whatsapp marketing, then you can select the second or third option here.

Step 50

The nector event and email template will be pre-selected. Just click on "Create" button to create the email notification.

Step 51

Click the "Back" button in the navigation bar.

Step 52

Under Advance settings, enter the reward count under "Execution Restriction."

Step 53

Select the interval to reset the reward count in the form.

Step 54

Click the "Save" button to save the changes.

Updated on: 12/07/2025