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

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Step 1: Create a Campaign

1

Open Campaign Settings

In your Shopify Admin, go to Apps → Referbro → Campaign Settings.This is where you define the incentive structure — what discount the friend gets and what reward the referrer earns.
2

Fill in Campaign Details

Configure the following fields:
FieldWhat to EnterExample
Campaign NameA name for your internal referenceSummer Referral Program
Discount StrategyChoose Fixed Amount or PercentageFixed Amount
Discount AmountThe discount the friend receives150 (₹150 off)
Minimum SubtotalMinimum cart value for the discount to apply (set 0 for no minimum)0
Referrer RewardHow much the referrer earns per successful referral150 (or 15 for 15% discount code)
Referrer Reward TypeHow the referrer is rewarded: Cashback, Store Credit, Gift Card, Flat Amount Discount Code, or Percentage Discount CodeCashback
Reward Return PeriodDays to wait after the friend’s order delivery before issuing the reward7
3

Configure Widget Text

These fields control what customers see in the referral widget on your store:
FieldPurposeExample
Share MessageThe default message when sharing via WhatsAppRefer a friend and get ₹150 off on your next order.
First LineTop line of the widget (the offer headline)₹150 off for your friends
Second LineSecond line of the widget (the reward)₹150 in your pocket
Third LineOptional tagline or CTA text(leave blank or add a tagline)
Click Save when done.

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Step 2: Configure WhatsApp

1

Open WhatsApp Settings

Go to Apps → Referbro → WhatsApp Settings.
2

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:
FieldWhere to Find It
API URLProvided by your BSP. For Pragma, you’ll find this in your Pragma dashboard settings.
API Token / KeyYour authentication key. For Pragma: go to Pragma Dashboard → Settings → API Keys.
Phone Number IDRequired 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.
3

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:
  1. Go to logisy.tech/connect/broadcast.
  2. Click the Manage Template button.
  3. In the side panel, click New Template.
  4. Fill in the template name, category, language, body text with placeholders, and any buttons.
  5. Submit for approval — Meta typically approves templates within minutes to a few hours.
For Meta (Cloud API):
  1. Go to Meta Business Suite → WhatsApp Manager → Message Templates.
  2. Click Create Template, choose your category and language.
  3. Add body text with {{1}}, {{2}} placeholders and optional URL buttons.
  4. 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.
4

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 Share, Post-Purchase Nudge, 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.

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Step 3: Enable Store Widgets

1

Enable Theme Widgets (App Embeds)

  1. Go to Shopify Admin → Online Store → Themes → Customize.
  2. In the Theme Customizer, click the App embeds icon (🧩) on the left sidebar.
  3. Toggle ON both:
    • Refer & Earn — the floating referral button
    • Referral Received — the discount popup for referred visitors
  4. Click Save.
2

Add Checkout & Order Status Widgets

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

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Step 4: Test Your Setup

1

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.
2

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.
3

Verify in Referbro Analytics

Go to Apps → Referbro → Analytics to confirm events are being tracked (link generated, WhatsApp share, etc.).
Tip: Use the Send Test Message button in WhatsApp Settings to verify your provider connection without placing an order.