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How to set up the Friend Pop-up Extension

Learn how to guide referred friends to claim their rewards

Written by Emilie Levenbach

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.
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​Click here to learn how to customize email notifications.

Please note:
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When a friend enters their email to receive a referral link, they must complete the purchase using the same email address.
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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.
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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.
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After saving your referral program, hover over the Friend popup extension and click Customize. A setup window will open with the following steps:
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  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.
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  2. In the Shopify editor, click on App embeds.
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  3. Turn on Rise.ai Referrals - Friend's popup
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  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.
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    ​Preview state
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    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.
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    Floating button
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    Controls the floating button that appears on the storefront before the pop-up is opened.
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    ​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.
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    Popup - Controls the design of the pop-up itself.
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    ​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.
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    Image
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    Allows you to select an image that appears in the pop-up. You can upload your own image.
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    Title
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    The main headline is shown in the pop-up. You can use the {reward_amount} variable to display the reward value dynamically.
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    Subtitle
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    A short supporting text to instruct the friend to enter their email address.
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    Button
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    Defines the text shown on the main action button, for example, Get Reward.
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    Success state
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    Controls what customers see after successfully submitting their email.
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    ​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.
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    Link
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    Determines where the customer is redirected when they click the success button, for example, All Products.
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  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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Have more questions or any product feedback?

Feel free to contact us at info@rise.ai or in the chat box.
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