Setting Up Referral Program Part 2 (Advanced Settings)

This guide covers the referral program's advanced settings: how you collect the friend's details, when the referrer gets their reward, how referral codes look, and who can refer. The referrer is your customer who shares their referral link or code. The friend is the person they invite. Before you start, set up the referrer and friend rewards in Part 1.

1. Open Earning Rules

Go to https://merchant.nector.io/ and click Programs in the left sidebar. The Earning Rules page opens.

2. Open the Referral tab

Click the Referral tab at the top of the Earning Rules list.

Tip: 💡 Tip: Write down your current settings before you change anything, so you can go back to them if needed.

3. Open the referral settings

Click Edit Referral Settings in the top-right corner. The Referral Program page opens. All the settings in this guide are on this page.

To change the referrer and friend rewards from Part 1, click View Earning Rules on this page.

4. Choose how to collect the friend's details

Under Referral Settings, open the How to Collect Friend's Information dropdown and pick one:

• Collect Friend's Email: the friend enters their email to get their discount.
• Collect Friend's Mobile: the friend enters their mobile number instead.
• Frictionless Referral: the referrer shares their code, and the friend uses it at checkout. The friend doesn't fill in a form.

Tip: 💡 Tip: Collecting the friend's email or mobile number lets you follow up with them later, for example with automated welcome messages.

5. Choose when the referrer is rewarded

Under Reward The Customer When The Friend's Order Has The Below Status, choose when the referrer gets their reward:

• Order Placed, Order Paid, Order Completed or Order Delivered
• A combination: Order Paid And Completed, Order Paid And Delivered, Order Completed And Delivered, or Order Paid And Completed And Delivered
• Order Has Tags: the referrer is rewarded only when the friend's order has a tag you choose. Type each tag under Execute referral when the order placed by the referred user has these tags and press Enter.

Order Placed rewards the referrer right away, even if the order is later cancelled or returned. For most stores, Order Delivered or Order Completed is safer.

6. Add an order tag condition (optional)

Order tags are labels you or your apps add to orders in Shopify, such as "cod-verified".

1. Tick Combine the above condition with order tags.
2. Under How should the two conditions be combined?, choose:
3. • Both the conditions should be satisfied: the order needs the status and one of the tags.
   • Any one of the condition should be satisfied: either one is enough.
3. Under Reward The Customer When The Friend's Order Has One Of The Tags, type each tag and press Enter. You can add up to 100 tags.

Leave the box unticked if you don't need tags.

7. Save the referral settings

Click Save under Referral Settings. Each section on this page has its own Save button, so save each section before moving to the next.

8. Customise the referral code (optional)
Under Referral Code Customization:

1. Include the discount amount in the code: choose Yes to add the discount, such as 15, to every code.
2. Include the customer’s name in the code: choose Yes to add the referrer’s name.
3. Code Prefix: up to 10 lowercase characters added to the start of every code, such as your brand name.
4. Code Suffix: up to 10 lowercase characters added to the end of every code.
5. Click Save.

To go back to the default code format, click Remove Customization.

9. Limit who can refer (optional)

Under Referral Restriction, open Eligibility Metric and choose what decides who can refer:

• Tier
• Membership
• Available Points
• Lifetime Value (LTV)
• Total Orders Placed
• Customer Internal Tags

Then fill in the value customers must reach. For example, choose Total Orders Placed and enter 1 in Minimum Threshold, so only customers who have already ordered can refer.

Click Save. To let everyone refer again, click Remove Restriction.

10. Cap referrals per customer (optional)

Under Referral Security, enter a number in Disable Referral After N Referrals, such as 20. A customer can’t refer anyone else once they reach that total. Click Save. To remove the cap, click Remove Security.

11. Check it on your store

Changes can take a few minutes to show. Open your store and click the rewards widget. In the Referral Program section, check that the referral link and code match your settings.

Then test it as a friend: copy the referral link, open it in a private browser window, and check that you see the right form (email or mobile) or discount code.

Updated on: 02/11/2026