Built-in Customer Acquisition Tracking

The Referral System lets customers earn rewards by referring friends and family to your store. Track referrals with unique codes and 30-day cookie attribution.

How It Works

  1. Customer gets unique referral code
  2. They share code with friends
  3. Friend visits store via referral link
  4. 30-day cookie tracks the referral
  5. When friend makes purchase, referrer gets reward
  6. Both referrer and friend can receive benefits

Enabling Referrals

  1. Go to Customer History → Settings → Referral System
  2. Enable referral program
  3. Configure rewards:
    • Points per successful referral
    • Discount for referrer
    • Discount for new customer
  4. Set qualification rules:
    • Minimum purchase amount
    • Eligible products/categories
    • Maximum referrals per customer
  5. Customize referral email template
  6. Save settings

Referral Codes

Each customer gets unique code:

  • Format: REF-CUSTOMERNAME-123
  • Shareable Link: yourstore.com/?ref=CODE
  • Social Sharing: Pre-built share buttons
  • Email Template: “Refer a friend” emails

Reward Types

Points Rewards

  • Add tier points for successful referrals
  • Accelerate tier upgrades
  • Example: 100 points per referral

Coupon Rewards

  • Auto-generate discount coupons
  • Example: $10 off next purchase
  • Sent via email automatically

Discount for New Customer

  • Welcome discount for referred friend
  • Example: 15% off first order
  • Applied automatically at checkout

Tiered Rewards

  • 1-5 referrals: $5 per referral
  • 6-10 referrals: $10 per referral
  • 11+ referrals: $15 per referral

Referral Tracking

View referral performance:

  • Top Referrers: Customers with most referrals
  • Conversion Rate: Clicks to purchases
  • Revenue Generated: Total sales from referrals
  • Pending Referrals: Visits not yet converted
  • Rewards Issued: Total rewards given

Access at: Customer History → Analytics → Referrals

Customer Referral Dashboard

Customers see their referral stats:

  • Personal referral code
  • Total referrals made
  • Successful conversions
  • Rewards earned
  • Share buttons (email, social media)

Add to My Account page with shortcode: [customer_referrals]

Referral tracking window:

  • Cookie set when visitor clicks referral link
  • Valid for 30 days
  • Tracks signup and first purchase
  • Attributes sale to referrer if within window
  • Multiple referrals? First-click attribution

Referral Email Templates

Pre-built email templates:

  • Referrer Email: “Share and earn” message
  • New Customer Email: Welcome with discount
  • Reward Email: “You earned a reward!”
  • Reminder Email: Encourage sharing

Customize at: Customer History → Email Templates → Referrals

Fraud Prevention

Built-in protections:

  • Self-referrals blocked (same email/IP)
  • Require verified email for rewards
  • Minimum purchase amount
  • Manual approval option
  • Rate limiting (max referrals per day)
  • Suspicious activity alerts

Best Practices

  • Clear Benefits: Show both rewards prominently
  • Easy Sharing: One-click social sharing
  • Remind Regularly: Email referral opportunities
  • Showcase Top Referrers: Gamify with leaderboard
  • Test Rewards: A/B test reward amounts
  • Promote Program: Homepage banner, post-purchase popup