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The Campaign is the core of your referral program. It defines what incentives you offer, how rewards work, and what customers see in the referral widgets.

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Creating a Campaign

Navigate to Apps → Referbro → Campaigns in your Shopify Admin. From there:
  1. Click Create Campaign to open Campaign Configuration.
  2. Save your campaign details.
  3. Return to the campaigns list to manage activation/deactivation and edit any campaign.
For a visual walkthrough of this flow, open How To Create A Referral Campaign In Shopify.
Referbro supports multiple campaigns per store, but only one campaign can be active at a time. If another campaign is already active, a newly created campaign is saved as inactive.

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Discount Strategies

Choose how the friend (referee) receives their discount:

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Campaign Fields Reference

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Incentive Configuration

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Advanced Options

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Widget Configuration

These fields control the text and behavior of the Refer & Earn widget across all placements: the homepage (floating button), thank you page, and order status page: After saving the widget text, use the Refer & Earn widget Scribe to enable the widgets in Shopify.

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UTM-Based Display

You can configure the widget to appear only for visitors who arrive via specific UTM parameters:

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Advanced Settings

These settings are hidden behind a disclosure toggle on the Campaign Configuration page (collapsed by default). Only configure these if your Shopify order status does not update reliably. In most cases, Shopify’s native fulfillment and cancellation signals handle everything automatically.
Leave both fields empty unless you have confirmed that your Shopify order fulfillment status is unreliable. Configuring these incorrectly can lead to rewards being scheduled or cancelled prematurely.
How RTO cancellation works:
  1. When the orders/updated webhook fires, Referbro checks if the configured RTO tag is present in the order’s tags.
  2. If the RTO tag is found and the order has an associated referral (i.e., a DiscountInfo record exists), the referral reward is set to CANCELLED.
  3. If no referral record exists for the order, the RTO tag is silently ignored.
  4. The RTO check runs before the delivery flow, so an RTO order that lacks a delivery date is still correctly handled.

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Discount Codes

When a campaign is active, Referbro automatically manages discount codes on Shopify:
  • For Referrers: Each customer gets a unique referral code (e.g., JOHN-AB12). This code is linked to a Shopify discount that gives the friend the configured discount.
  • For Friends: When a friend clicks a referral link and reaches your store, the discount is applied (or available to apply) at checkout.
Updating campaign settings (e.g., changing the discount amount) applies to future referrals only. Existing discount codes retain their original values unless you run the bulk update via the API endpoint POST /api/shop/:shopId/update-discount-codes.

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Common Scenarios

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”I want ₹150 off for friends and ₹150 cashback for referrers”

  • Discount Strategy: Fixed Amount
  • Discount Amount: 150
  • Referrer Reward: 150
  • Referrer Reward Type: Cashback
  • By default you pay cashback yourself and mark it paid in Analytics. To send claim links through RazorpayX, ask to enable Razorpay Payouts (contact arjun@referbro.com).

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”I want 10% off for friends and store credit for referrers”

  • Discount Strategy: Percentage
  • Percentage: 10
  • Referrer Reward: 200
  • Referrer Reward Type: Store Credit
  • Store Credit Expiry: 90 (expires after 90 days)

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“I want ₹100 off for friends and a ₹100 discount code for referrers”

  • Discount Strategy: Fixed Amount
  • Discount Amount: 100
  • Referrer Reward: 100
  • Referrer Reward Type: Flat Amount Discount Code
  • After the return period, a unique cart-wide ₹100 discount code is created on Shopify and sent to the referrer via WhatsApp.

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”I want 15% off for friends and a 10% discount code for referrers”

  • Discount Strategy: Percentage
  • Percentage: 15
  • Referrer Reward: 10 (enter 10 for 10%)
  • Referrer Reward Type: Percentage Discount Code
  • After the return period, a unique cart-wide 10% discount code is created on Shopify and sent to the referrer via WhatsApp.

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”I want to allow rewards even if the friend forgets to apply the code”

  • Enable Allow Without Code — as long as the friend arrived via the referral link, the referrer still earns their reward.