1. Campaign Settings
Navigate to Campaign Settings (/app/campaign/manage) to define the rules of your referral program.
Configuration Fields
| Field | Description | Example |
|---|---|---|
| Campaign Name | Internal name for your campaign | Summer Sale |
| Discount Strategy | Type of discount for the friend | Fixed Amount or Percentage |
| Discount Amount | Value of the discount | 150 |
| Referrer Reward | Amount the referrer earns | 150 |
| Minimum Subtotal | Minimum cart value to apply discount | 0 |
Messaging Config
Customize the text displayed in widgets and shared messages:- Share Message:
Refer a friend and get 150 off on your next order. - Post-offer First Line:
off for your friends - Post-offer Second Line:
in your pocket
2. WhatsApp Settings
Go to WhatsApp Settings (/app/whatsapp-settings) to enable sharing.
- Add Provider: Select your provider (e.g., Meta, Wabtune, Interakt).
- Enter Credentials:
- API URL: Endpoint URL (e.g.,
https://graph.facebook.com/v22.0/.../messages) - API Token: Your provider’s access token.
- Phone Number ID: (If required)
- API URL: Endpoint URL (e.g.,
Template Configuration
Create templates for different triggers. Example for a “Referral Order” trigger: Template ID:reforder
Template Parameters:
Note: use {{REFERRAL_CODE}} as a placeholder to dynamically insert the user’s referral code.
3. Theme Integration
To display widgets on your storefront:- Go to Online Store > Themes > Customize.
- Click App embeds section on the left.
- Enable Refer & Earn and Referral Received widgets.
- Save changes.
4. Checkout Widgets
For Plus stores or those with Checkout Extensibility:- Navigate to the Checkout editor.
- Add the Referbro Widget to the Order Status page.
- Verify it loads correctly by placing a test order.