How to Set Up Referrals

The Referral program lets your existing customers refer friends to your store — and rewards both the referrer and their friend when a successful referral is made.

Navigate to Program → Referral to get started.

Step 1: Enable the Referral Program

At the top of the Referral tab, you'll see "Your program is currently: on/off" with a toggle. Flip this to ON when you're ready to go live.

Step 2: Set Up Referral Rewards

Under "Referral rewards," configure both sides of the referral:

Referring customer reward — What the customer who refers a friend gets (e.g. a "% off coupon").
Referred friend reward — What the friend receives (e.g. a different "% off coupon").

Each shows a "times redeemed" counter, and a Change link plus an edit (pencil) icon to adjust the reward.

Step 3: Choose a Friend Reward Strategy

This setting controls when and how the referred friend receives their reward:

Option 1: Immediate (Default)

The friend receives their coupon as soon as they submit their email. No Shopify account is required, and the coupon is unrestricted. This is the easiest option for friends to use.

Option 2: Reward on Signup

The friend must provide their first name, last name, and email (with optional marketing consent). A Shopify customer account is created for them, and the coupon is locked to their account — it can only be used by them. This is more secure but requires more steps from the friend.

Step 4: Set Up Referral Milestones (Optional)

Milestones let you reward customers differently at different referral counts — for example, a bonus gift when they refer 5 friends, and a bigger reward at 10. Click "Add Milestone" to create one. By default, no milestones are set ("No milestones created yet").

Step 5: Configure Referral Nudge (Optional)

The Referral Nudge lets guests share referral links immediately after placing an order — even before they have an account. Toggle on "Referral Sharing — Incentivize customer referrals" to enable this.

Step 6: Set Up Social Sharing

Customers can share their referral link directly from the Casa Panel via:

Facebook — Facebook does not allow apps to set custom messages, so customers will be prompted to add their own message.
X (Twitter) — Write a custom message for customers to post. If left blank, the default is: {{customer.firstName}} has sent you a gift!
Email — Set a custom email title and body. If left blank, the default title is Visit {{storeName}} to receive your free gift! and the default body is Get a {{friendRewardName}} to use on your first purchase at {{storeName}}. Just use the following link: {{customer.referralUrl}}

Available Variables

{{customer.firstName}} — The referring customer's first name
{{customer.referralUrl}} — The customer's unique referral link
{{storeName}} — Your store's name
{{storeUrl}} — Your store's URL
{{friendRewardName}} — The name of the friend's reward

Step 7: Customise the Referral Link Preview (Optional)

When a customer shares their referral link, you can control what the link preview looks like. Check "Customize card message and display" to set:

Title — e.g. "15% off your purchase"
Description — e.g. "Fresh for the season"
Image — Recommended size: 1200px × 628px

Step 8: Set Up a Referral Landing Page (Optional)

The referral landing page determines where referred customers are sent after clicking a referral link.

Find the "Referral landing page" field and enter the URL you want referred customers to land on.
By default, all referred customers are sent to your store's homepage if this is left blank.