Referrals let you turn your customers into a growth channel by rewarding them for inviting friends who go on to make a purchase in your store. In a Loop referral, there are two parties involved:
Referrer: the person who gives the referral
Referred friend: the person who uses the referral code
Every time a referred friend completes a qualifying order, both the referrer and the referred friend receive a reward you configure, which can be either in the form of a discount coupon, loyalty points, or credits.
Configuring a Referral program
A referral program defines what each side of a referral earns and what the earning rules are for both the parties involved. The programs section is also where you enable the referral app embed, a required step that lets Loop detect when a customer arrives through a referral link.
You can create a mix of different reward types across each side to build the offer that works for your brand, for example, giving the referrer store credit and the referred friend a percentage discount.
Check the complete guide here: Referral program
Referral customer experience
Once a referral program is live, the referrer and the referred friend interact through the referral experience via two touchpoints each.
Referrer touchpoints:
Thank you page widget: the referral block shown on the Shopify thank you page after a customer places an order, prompting them to refer a friend.
Customer portal banner: the referral banner visible inside the customer portal, where subscribers can find and share their referral link.
Referred friend touchpoints:
Referred friend banner: the storefront banner shown to a referred friend after they click a referral link, confirming their reward.
Checkout widget: the referral reward experience the referred friend sees at checkout, which handles all the cases if a referral does or does not get applied.
Each of these touchpoints can be turned on, off, and customized independently.
Check the complete guide here: Referral customer experience
Referral preferences
Referral preferences control how referrals behave behind the scenes, separate from the programs section where rewards are configured. Merchants can configure additional program and fraud prevention rules from this section.
Check the complete guide here: Referral preferences.
Referral notifications
Referral notifications keep the referrer informed once their referral pays off. A referral completed notification is sent to the referrer when their referred friend successfully completes an order through their referral link, so they know their invite worked. This can be configured via Loop admin → Loyalty → Notifications → Referral completed.
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