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How to set up the Friend Pop-up Extension

Learn how to guide referred friends to claim their rewards

Emilie Levenbach avatar
Written by Emilie Levenbach
Updated over 3 weeks ago

Please note:


The Friend pop-up extension is an important and integral part of the referral program. This is where referred friends claim the reward they received after clicking on their referral link, making it a key step in completing the referral experience.


The friend pop-up appears after a referred friend clicks the referral link they received. Once they enter the store through that link, this pop-up is displayed, allowing them to claim their reward and use it when placing their order.

After clicking the pop-up, they can enter their email address, click Get reward, and use the reward when placing their order.


After they click Get reward, a Rise wallet is automatically created for them. They will then receive a Store Credit Received notification email containing the code, which they can use at checkout.

Click here to learn how to customize email notifications.

Please note:

When a friend enters their email to receive a referral link, they must complete the purchase using the same email address.

If the friend has not yet registered an account with the store, the wallet will be created without a name and will be linked to their email address.

Once the friend’s purchase is completed successfully, the referrer will also receive a Successful Referral email notification along with their reward.

If the referrer has not yet registered an account with the store, a wallet will also be created without a name and linked to their email address.


After saving your referral program, hover over the Friend popup extension and click Customize. A setup window will open with the following steps:

  1. Click Set up on Shopify to open the Shopify theme editor. This is where you can manage and customize how app widgets appear on your storefront.

  2. In the Shopify editor, click on App embeds.

  3. Turn on Rise.ai Referrals - Friend's popup


  4. When you activate the Friend popup extension, a customization page opens where you can control the look, content, and behavior of the popup. Below is an explanation of each section and setting available on this extension.

    Preview state

    Let's you switch between different popup steps to preview how each state looks in the editor, such as the initial popup or the success state.

    Floating button

    Controls the floating button that appears on the storefront before the pop-up is opened.

    Position - determines where the button is displayed on the screen.
    Background color and text color - define the button’s appearance.
    Floating button text - lets you customize the call to action. You can use the {reward_amount} variable to dynamically display the reward value.

    Popup - Controls the design of the pop-up itself.

    Background color - and text color define the popup layout.
    Text color, button color, and button text color - control the main action button styling.
    Button width - allows you to choose whether the button is stretched or fit to text.
    Error message color - defines the color of validation or error messages shown to customers.

    Image

    Allows you to select an image that appears in the pop-up. You can upload your own image.

    Title

    The main headline is shown in the pop-up. You can use the {reward_amount} variable to display the reward value dynamically.

    Subtitle

    A short supporting text to instruct the friend to enter their email address.

    Button

    Defines the text shown on the main action button, for example, Get Reward.

    Success state

    Controls what customers see after successfully submitting their email.

    Success state image - lets you choose an image shown after the reward is applied.
    Success message - title is the main confirmation message.
    Success message - subtitle explains what happens next, such as receiving the reward by email.
    Success state button - defines the call to action after success, such as Start Shopping.

    Link

    Determines where the customer is redirected when they click the success button, for example, All Products.

  5. Save your changes.


Once saved, the Friend popup extension will appear for referred friends after they click their referral link.



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