Referrals

The Referral system lets customers share a unique link to your store and earn rewards when others sign up or make a purchase. Admins can also create partner codes for affiliates and marketing channels.

How It Works

1. A customer visits /referral and generates their unique referral code
2. They share their link: https://yourstore.com?ref=CODE
3. When someone clicks the link, their browser is cookied with the referral attribution
4. If the referred person signs up or makes a purchase, the referrer earns a reward

Referral attribution is tracked via a browser cookie. The cookie duration is configurable (default: 30 days).

User Code Modes

The admin controls how customer codes work:

Mode	Description
Auto	Code is generated and active immediately
Approval Required	Code is created in a pending state until an admin approves it
Disabled	Customers cannot generate codes; only partner codes are active

When in Approval mode, customers can see the status of their request on /referral. If rejected, the rejection reason is shown and they can submit a new request after the admin clears the rejection.

Referrer Rewards

Rewards are given to the person who shared the link. Multiple reward types can be enabled simultaneously.

Loyalty Points

A fixed number of loyalty points awarded per qualifying referral.

Flat Store Credit

A fixed dollar amount added to the referrer's store credit balance per qualifying referral.

Percentage of Sale Credit

A percentage of the referred user's order total added as store credit.

Reward Trigger

Choose when rewards are issued:

• First Purchase Only: reward fires once when the referred user completes their first order
• Every Purchase: reward fires on every qualifying order from the referred user

Minimum Order Value

Set a minimum order total that must be met before a referral reward is triggered. Set to $0 to disable the minimum.

Referee Discount

Optionally give the referred user a discount on their first purchase. A one-time discount code is automatically generated at signup.

The discount value accepts both percentage and flat formats:

• 10%: 10% off
• 5 or 5.00: $5 off (or equivalent in store currency)

Customer Referral Page

Customers manage their referral at /referral (login required). The page shows:

• Referral link with a one-click copy button
• Stats: total referred signups, purchases, store credit earned, loyalty points earned
• Reward description: what the customer earns and when
• Referral history: a table of events (signup or purchase) with the date and reward triggered

Partner Codes

Partner codes are admin-created codes intended for affiliates, influencers, or marketing channels. They function the same as user codes for attribution purposes but are managed entirely by admins.

Creating a Partner Code

1. Navigate to Admin Panel > Referral > Codes
2. Click Create Partner Code
3. Enter:
   • Code: the unique identifier (e.g., YOUTUBE2024)
   • Label: a friendly name for internal reference (optional)
   • Linked User: optionally link the code to a store account so the user receives rewards (optional)
4. Click Create

Partner codes can be activated, deactivated, linked to a user, or deleted from the admin panel.

Admin Panel

Navigate to Admin Panel > Referral to manage the referral program.

Analytics Tab

Overview of overall referral performance:

• Total clicks, signups, orders, revenue, and rewards issued
• Conversion rates: Click → Signup, Signup → Purchase, Click → Purchase
• Top performing codes table (code, type, clicks, signups, orders, revenue, rewards)

Codes Tab

Manage all referral codes:

Partner Codes: create new codes, link/unlink users, activate/deactivate, delete

User Codes: view all customer-generated codes with their stats; activate, deactivate, or delete individual codes

Pending Codes (visible in Approval mode only): approve or reject pending code requests

Rejected Codes: view rejected requests; remove a rejection to allow the user to request again

Events Tab

A chronological log of all referral activity showing the date, code used, event type (Signup or Purchase), referred user, order total, and any reward triggered.

Settings Tab

Configure the referral program:

Setting	Description
Enabled	Toggle the entire referral program on or off
Reward Trigger	First purchase only, or every purchase
User Code Mode	Auto, Approval Required, or Disabled
Minimum Order Value	Minimum order total to trigger rewards
Cookie Duration	Days the referral cookie persists (default: 30)
Loyalty Points Reward	Enable and set points amount per referral
Flat Credit Reward	Enable and set dollar amount per referral
Percentage Credit Reward	Enable and set percentage per referral
Referee Discount	Enable and set discount value for referred users

Permissions

Permission	Access
owner	Full access
manageReferral	View analytics and events, manage all codes, approve/reject requests, configure settings