Quick Start Guide

Follow these steps after installing Referbro from the Shopify App Store. By the end, you’ll have a working referral program with WhatsApp sharing.

Step 1: Create a Campaign

Prefer a visual walkthrough? Open the campaign setup Scribe alongside these steps.

Open Campaigns

In your Shopify Admin, go to Apps → Referbro → Campaigns, then click Create Campaign to open Campaign Configuration.This is where you define the incentive structure — what discount the friend gets and what reward the referrer earns.

Fill in Campaign Details

Configure the following fields:

Field	What to Enter	Example
Campaign Name	A name for your internal reference	`Summer Referral Program`
Discount Strategy	Choose Fixed Amount or Percentage	`Fixed Amount`
Discount Amount	The discount the friend receives	`150` (₹150 off)
Minimum Subtotal	Minimum cart value for the discount to apply (set `0` for no minimum)	`0`
Referrer Reward	How much the referrer earns per successful referral	`150` (or `15` for 15% discount code)
Referrer Reward Type	How the referrer is rewarded: Cashback, Store Credit, Gift Card, Flat Amount Discount Code, or Percentage Discount Code	`Cashback`
Reward Return Period	Days to wait after the friend’s order delivery before issuing the reward	`7`

Configure Widget Text

These fields control what customers see in the referral widget on your store:

Field	Purpose	Example
Share Message	The default message when sharing via WhatsApp	`Refer a friend and get ₹150 off on your next order.`
First Line	Top line of the widget (the offer headline)	`₹150 off for your friends`
Second Line	Second line of the widget (the reward)	`₹150 in your pocket`
Third Line	Optional tagline or CTA text	(leave blank or add a tagline)

Click Save when done.

(Optional) Configure Advanced Tag Settings

If your shipping provider does not update Shopify’s fulfillment status reliably, you can configure fallback Delivered tag and RTO tag settings under the Advanced settings section on the Campaign Configuration page. See Advanced Settings for details.

Step 2: Configure WhatsApp

For a click-by-click walkthrough, see How to Configure WhatsApp Templates in Referbro.

Open WhatsApp Settings

Go to Apps → Referbro → WhatsApp Settings.

Add Your Provider

Select your WhatsApp Business API provider from the dropdown. If you use Pragma, select it from the list.Enter your provider credentials:

Field	Where to Find It
API URL	Provided by your BSP. For Pragma, you’ll find this in your Pragma dashboard settings.
API Token / Key	Your authentication key. For Pragma: go to Pragma Dashboard → Settings → API Keys.
Phone Number ID	Required by some providers (e.g., Meta). For Pragma, this can be left blank.

Don’t have a WhatsApp provider yet? See the Provider Setup Guide for detailed instructions on getting credentials for each supported provider.

Create Templates on Your Provider's Platform

Before mapping templates in Referbro, you must first create and get them approved on your provider’s platform.For Pragma:

Go to logisy.tech/connect/broadcast.
Click the Manage Template button.
In the side panel, click New Template.
Fill in the template name, category, language, body text with placeholders, and any buttons.
Submit for approval — Meta typically approves templates within minutes to a few hours.

For Meta (Cloud API):

Go to Meta Business Suite → WhatsApp Manager → Message Templates.
Click Create Template, choose your category and language.
Add body text with {{1}}, {{2}} placeholders and optional URL buttons.
Submit for review.

Templates must be approved by Meta before they can be used. Do not try to map unapproved templates in Referbro — messages will fail to send.

Map Templates in Referbro

Once your template is approved on the provider side, map it in Referbro. You’ll see template slots for different triggers (e.g., Referral Invitation, Order Confirmation, etc.). For each:

Template ID: The exact template name as registered with your provider (e.g., reforder).
Template Parameters: A JSON object mapping Referbro parameters to your template’s placeholders.

Example configuration:

{
  "body.1": "Share your unique link, and your friends get ₹150 OFF, while you earn ₹150 when they buy — it's that easy! 👇",
  "body.2": "https://yourstore.com?ref={{REFERRAL_CODE}}&source=order",
  "languageCode": "en",
  "button.url.0.1": "{{REFERRAL_CODE}}&source=order_cta"
}

See the Template Reference for the full list of available placeholders and parameter formats.

Step 3: Enable Store Widgets

For the Shopify theme and widget screens, follow the Refer & Earn widget Scribe.

Enable Theme Widgets (App Embeds)

Go to Shopify Admin → Online Store → Themes → Customize.
In the Theme Customizer, click the App embeds icon (🧩) on the left sidebar.
Toggle ON both:
- Refer & Earn — the floating referral button
- Referral Received — the discount popup for referred visitors
Click Save.

Add Checkout & Order Status Widgets

Go to Shopify Admin → Settings → Checkout → Customize (or navigate to the Checkout page in the Theme Customizer).
Add the Referbro Widget block to:
- Order Status page (recommended — highest conversion placement)
- Checkout page (optional)
Click Save.

Step 4: Test Your Setup

Test the Storefront Widget

Visit your store’s homepage. You should see the Refer & Earn floating button. Click it, enter a phone number, and verify you receive the WhatsApp message.

Place a Test Order

Create a test order on your store. After completing the purchase, check:

The Order Status page shows the Referbro widget with a referral code.
Clicking “Share on WhatsApp” sends the correct message with the referral link.

Verify in Referbro Analytics

Go to Apps → Referbro → Analytics to confirm events are being tracked (link generated, WhatsApp share, etc.).See Accessing Referral Analytics in ReferBro for the analytics walkthrough.

Tip: Use the Send Test Message button in WhatsApp Settings to verify your provider connection without placing an order.

Getting Started

Core Features

WhatsApp Integration

Automation

Recipes

Affiliates (Beta)

Razorpay Payouts (Beta)

Guides

Quick Start Guide

Step 1: Create a Campaign

Step 2: Configure WhatsApp

Step 3: Enable Store Widgets

Step 4: Test Your Setup

​Step 1: Create a Campaign

​Step 2: Configure WhatsApp

​Step 3: Enable Store Widgets

​Step 4: Test Your Setup

Step 1: Create a Campaign

Step 2: Configure WhatsApp

Step 3: Enable Store Widgets

Step 4: Test Your Setup