Set Up Customer Referrals in Shopify

Turn your customers into brand advocates with WiserReview’s Shopify referral program. Reward existing customers for referring friends and automatically offer discounts to new customers when they shop through referral links.

How Referrals Work

1. A customer receives a referral link from your store.
2. The customer shares the link with friends and family.
3. A friend visits your Shopify store using the referral link.
4. WiserReview validates the referral code.
5. The friend completes a qualifying purchase.
6. The referral is tracked automatically.
7. The original customer receives their reward.

Example referral URL:

https://wiserreview.com/ref/WR_CODEWR/

No manual coupon creation or referral tracking is required.

Enable Referrals in WiserReview

1. Open WiserNotify Reviews from your Shopify Admin.
2. Navigate to Referrals.
3. Turn on the Referral Widget.
4. Configure:
   • Friend Reward
   • Referral Reward
   • Discount Type
   • Reward Conditions
5. Save your settings.

Once enabled, customers can start sharing referral links and earning rewards.

Enable referrals and configure reward settings

Set how your referral program works. Control rewards, limits, and safety rules in one place.

1. Friend reward

Choose what the friend gets when they open the referral link and use it.

Option labels

• Percentage off: Give a discount in %
• Fixed amount: Give a fixed discount value

This reward is shown at the time of checkout when the friend uses the referral link.

2. Customer reward

Choose what the customer gets after their friend completes a purchase.

Option labels:

• Percentage off: Reward as a %
• Fixed amount: Reward as a fixed value
• No incentive: Do not give any reward

This reward is applied after a successful order from the referred friend.

Edit customer reward email

Use this when you want to update the email sent to existing customers who refer others.

What you can control here

• Subject line: Set the main message customers see in inbox
• Message content: Explain reward earned, value, and how to redeem it
• Button text: Define the main action (example: Claim reward, View coupon)
• Code label: Text shown above discount or reward value
• Branding: Keep email aligned with your store identity

Best practice:-
Keep the message short and direct. Clearly show:

• What reward do they get
• Why do they get it
• How to use it in checkout

Use “Send test email” to check layout, tone, and branding before activating.

Save changes: Applies updates to all future reward emails.

Edit referral link email

Use this when you want to control what customers send to friends through referral sharing.

What you can control here

• Subject line: Controls inbox message for friends
• Message content: Explain the offer and referral benefit clearly
• Button text: Main action for friends (example: Get discount, Shop now)
• Referral link block: Controls how the link and code are shown
• Code label: Text above discount or referral link section

Best practice:-
Focus on clarity. A friend should understand in 5 seconds:

• What offer are they getting
• Who sent it
• How to claim it

Use “Send test email” to preview how it looks in real inbox conditions.

Save changes:- Updates will apply to all new referral emails sent to friends.

Requirement and eligibility

Control who can use referral rewards and under what conditions.

Requirement

Define the conditions a customer must meet before a referral discount can be applied.

No minimum requirement

Allow customers to use the referral reward without any purchase restrictions.

Minimum order value

Require customers to spend a minimum amount before the referral discount becomes valid.

Minimum order value: Set the minimum cart total required to redeem the referral reward.

Minimum quantity of items

Require customers to purchase a minimum number of products before they can use the referral discount.

Best practice: Use purchase requirements to protect margins and encourage higher-value orders.

Eligibility

Choose which customers can redeem referral rewards.

Anyone can use the coupon

Allow both new and existing customers to use the referral discount.

Only new customers can use

Restrict referral rewards to first-time customers only.

Best practice: Selecting “Only new customers” helps prevent existing customers from repeatedly claiming referral incentives.

Validity

Set when referral rewards become active and when they expire.

Start date

This coupon starts immediately

The referral reward becomes available as soon as it is generated.

Delay the start date of this coupon by

Add a waiting period before customers can use the referral reward.

Use case
Helpful for scheduled promotions or future referral campaigns.

End date

This coupon never expires

Customers can redeem the referral reward at any time.

This coupon expires after

Set a specific number of days before the referral reward expires.

Expiry after days
Choose how long customers have to use the reward after receiving it.

Best practice: Adding an expiry date can create urgency and encourage faster purchases.

Available Referral Widgets

WiserReview provides two referral widgets for Shopify.

On-Site Referral Widget

The On-Site Referral Widget displays throughout your store and allows visitors to access and share their referral link at any time.

This widget is ideal for:

• Product pages
• Collection pages
• Homepage
• Customer account pages

Customers can easily copy and share their referral links directly from your storefront.

Click on “embed on site”.

Post Purchase Referral Widget

Click on the “embed post purchase”.

The Post Purchase Referral Widget appears after a successful order and encourages customers to refer friends immediately after checkout.

This widget helps capture customers when purchase satisfaction is highest, significantly improving referral participation.

The customer’s referral information is automatically generated and ready to share.

Friend Reward Page Widget

Install the On-Site Referral Widget

Step 1: Open Widget Settings

1. Go to WiserNotify Reviews → Referralq1s.
2. Under Referral Settings, locate On Site.
3. Click Configure.

Step 2: Enable App Embed

1. Click Enable App.
2. Shopify Theme Editor will open.
3. Enable the WiserReview App Embed.
4. Click Save in the top-right corner.

Step 3: Add the Widget

1. Return to WiserReview.
2. Click Embed On Site.
3. Choose where you want the referral widget to appear.
4. Drag and drop the widget into the desired location.
5. Save your changes.

The referral widget will now be visible on your storefront.

Install the Post Purchase Referral Widget

Step 1: Open Widget Settings

1. Go to WiserNotify Reviews → Referrals.
2. Locate Post Purchase.
3. Click Configure.

Step 2: Enable App Embed

1. Click Enable App.
2. Enable the WiserReview App Extension.
3. Save your changes.

Step 3: Add Post Purchase Widget

1. Click Embed Post Purchase.
2. Shopify Checkout Editor will open.
3. Select the position where you want the referral section to appear.
4. Save the checkout configuration.

The referral widget will now display after customers complete their purchases.

Reward Attribution

After a qualifying order is completed:

1. Shopify sends order information to WiserReview.
2. WiserReview verifies referral eligibility.
3. The referral conversion is recorded.
4. Rewards are issued automatically.
5. Referral analytics are updated.

Invalid, expired, or duplicate referrals are automatically ignored.

Customize Referral Widgets

You can customize both referral widgets directly from WiserReview.

Available customization options include:

• Widget text
• Colors
• Fonts
• Button styles
• Referral messaging
• Reward descriptions
• Position settings

Changes are applied instantly across your Shopify store.