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Referral Program

Turn customers into brand ambassadors with referral rewards for both referrer and friend.

Updated over 3 weeks ago

Referral Program

Turn your customers into brand ambassadors. When they share their unique referral link and a friend makes a purchase, both the referrer and the friend can earn rewards.

How to create a Referral rule


How to Access

Go to SubscribfyLoyaltyRewards Program tab → Create new ruleReferral


How It Works

  1. Customer gets a unique referral link in their account

  2. They share it with friends via copy link, email, or social media

  3. Friend clicks the link and makes a purchase

  4. Both the referrer (advocate) and friend receive their configured rewards


All Settings

Basic Rules

Title

Display name for the rule (e.g., "Refer a Friend")

Reward Message

Message shown when reward is given

Advocate Reward (Referrer)

Configure what the person who refers gets:

Reward Type

Points or Discount Code

Reward Amount

Number of points or discount value

Referred Rules (Friend Reward)

Configure what the referred friend gets and when the referral counts:

Validation Strategy

None: Any order counts
Upon First Order: Only if friend is a new customer making their first order

Friend Reward Type

Points or Discount Code for the friend

Friend Reward Amount

Number of points or discount value for the friend

Expiration Settings

Set how long the referral link remains valid:

Expire referral after

never, 1 day, 2 days, 1 week, 2 weeks, 1 month, 2 months, 3 months, 6 months, or 1 year

After expiration, the friend must use a new referral link from the advocate.

Advanced Rules

Start Date

When the referral program becomes active

End Date

When the referral program expires (optional)

Tier Restrictions

Optionally limit this referral program to customers in specific VIP tiers. Leave empty to allow all customers to participate.


How Customers Share

Each customer gets a unique referral link in their account. They can share via:

  1. Copy link - Share anywhere (text, messaging apps)

  2. Email - Send directly to friends

  3. Social media - Share on Facebook, Twitter, etc.


When Rewards Are Given

The advocate (referrer) receives their reward when:

  1. Friend clicks the referral link

  2. Friend creates an account or is tracked as referred

  3. Friend places an order meeting the validation requirements

  4. Order is completed/fulfilled


Klaviyo Integration

If you have Klaviyo connected, Subscribfy sends a Subscribfy Referral Event when a referral reward is given.

Event Name: Subscribfy Referral Event

Event Properties

Property

Description

Example

SubscribfyRewardName

Name of the referral rule

Refer a Friend

SubscribfyRewardType

points or discount_code

points

SubscribfyRewardAmount

The reward value

500

SubscribfyCouponCode

Discount code (if applicable)

REF-ABC123


Troubleshooting

Referral not tracked?
Make sure the friend clicked the referral link before purchasing. Check that cookies are enabled in their browser.

Advocate didn't get reward?
Verify the friend's order meets the validation requirements (e.g., first order only). Check if the order has been fulfilled.

Referral link expired?
Check the Expiration Settings. If set, the friend needs a new referral link from the advocate.

Can't see referral option?
Check Tier Restrictions - the customer may not be in an eligible tier.


Add Referral Widget to Your Theme

By default, customers share referral links from the Loyalty Dashboard. If you want to add a referral widget directly on your storefront (e.g., on a dedicated referral page), your developer can integrate it into your Shopify theme.

View Theme Integration Guide (requires developer)


Contact support

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