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[Shopify] Customer referral details extension

Show a “Referral details” page inside Shopify customer accounts so logged-in customers can view/share their referral link and track rewards.

Written by Adam

This article is for Shopify merchants only.

How the Customer referral details extension fits in the customer flow

The Customer referral details extension adds a "Referral details" page inside your Shopify customer accounts area — the section logged-in customers visit to manage orders, addresses, etc. Customers reach it by logging into their account on your store and selecting it from the customer account menu.

Once on the page, an enrolled customer can copy/share their referral link, view their rewards history, and (if you use cash rewards) view or edit their PayPal payout email. Customers who haven't yet enrolled see an unenrolled message.

Unlike the Join block (signup form) or the Referral extension (post-checkout share moment), this extension is a persistent, in-account viewing surface — it gives already-enrolled advocates a permanent home to come back to for their referral link and reward tracking, without having to dig up old emails or revisit the checkout page.

When to install: consider adding this extension if your support team handles repeat "where's my referral link?" or "how do I check my rewards?" questions from already-enrolled customers — it gives them a self-serve answer they can find any time they log in.

Why this is the most seamless way for customers to view their referral details on Shopify: Customers can also reach their referral link, rewards history, and PayPal payout email through your campaign's hosted Join Page → Share Page → Rewards page flow (see What advocates see after signing up for that full flow) — but the Rewards page on that hosted flow asks them to authenticate (either set/enter a password, or get a one-click sign-in link via email). Because this extension lives inside Shopify customer accounts, customers are already authenticated by Shopify when they arrive:

  • No separate ReferralCandy authentication step — Shopify customer accounts handles authentication.

  • Centralized in their Shopify account — same place they manage orders and addresses, so they always know where to come back to.

  • One-click access from the customer accounts menu, no email link or login hop.

For how this widget compares to the other Shopify referral surfaces and which to use when, see Widgets for your referral program.


What this feature is

The Customer referral details extension adds a page to your Shopify customer accounts menu (the area customers access when they log into their account). On this page, customers can:

  • Copy their referral link and share it via the available share icons

  • View their rewards history

  • If you use cash rewards, view and (if needed) update their PayPal payout email address.

    • How the default PayPal email is set: by default, ReferralCandy uses the email an advocate was enrolled with as their PayPal payout email — so in most cases, no action is needed (the email they signed up with is typically their PayPal email).

    • If their PayPal email is different from the email they signed up with, they can update it here so their cash rewards go to the right place.

    • Note: This isn't the only place customers can update their PayPal email — they can also do it through the hosted Rewards page (reached via the Join Page → Share Page flow — see What advocates see after signing up for details). The Customer referral details extension is just the most seamless surface (no separate authentication step — see the "Why this is the most seamless way" callout above).


Important: new Shopify customer accounts only

This extension works only with Shopify's new customer accounts (login via a 6-digit code). It does not support legacy customer accounts.


Where do I edit what? (Most common confusion)

You'll configure this feature in two places:

  • A) Shopify editor (adds the page + controls most visible labels)

    • Use this when you want to:

      • Add the Customer referral details page to customer accounts

      • Edit page headers/subheadings (and card headers/subheadings)

      • Change the block's text color option

      • Show/hide sharing icons (Email, Facebook, Messenger, WhatsApp, X, Telegram, etc.)

  • B) ReferralCandy campaign Widgets (intro copy + tier/rewards table text)

    • Use this when you want to:

      • Edit the Header and Description shown inside the first card (the intro copy above the referral link)

      • Edit the Header (Unenrolled) message (what customers see when they aren't enrolled in any campaign)

      • Edit tier table wording (FlexiTiers)

      • Edit Rewards table column labels (Reward / Amount / Expires On)


Which text comes from where? (quick map)

On the Customer referral details page, different text areas come from different editors.

  • Shopify editor (Customer Referral Details Extension > Block settings)

    • Header

      • Edits the large page title at the top (example: "Refer friends and earn rewards").

    • Subheading

      • Edits the optional line under the page title (if you add one).

    • Rewards card header / Rewards card subheading

      • Edits the "Rewards" section title + subtitle.

    • Cash rewards card header / Cash rewards card subheading

      • Edits the cash rewards section title + subtitle (if you use cash rewards).

    • Sharing icons (Email / Facebook / Messenger / WhatsApp / X / Telegram, etc.)

      • These are show/hide toggles (and may include extra per-channel toggles like "logo" options).

    • Campaign selector

      • Show/hide the campaign dropdown (for customers enrolled in multiple campaigns).

    • PayPal email section

      • Show/hide whether customers can edit their PayPal email for cash rewards.

  • ReferralCandy app (Campaign > Widgets > Customer referral details extension > Edit table text)

    • Header

      • Edits the heading shown inside the first card (above the referral link).

      • Important: This is not the same as the Shopify editor "Header/Subheading" (which controls the page-level title above the cards).

    • Description

      • Edits the intro copy inside the first card (below the Header, above the referral link).

    • Header (Unenrolled)

      • What customers see when they aren't enrolled in any referral campaign.

    • Tier table fields (used when FlexiTiers is on)

      • Tier table - header, Tier table - loop tiers, Tier table - total referral count, Tier table - no. of referrals, Tier table - get, Tier table - no rewards, Tier table - completed reward.

    • Rewards table fields

      • Rewards table - reward, Rewards table - amount, Rewards table - expires on (column labels for the rewards history table).

Tip: If you change text and don't see it update where you expected, double-check whether that text is controlled by the Shopify editor or by the campaign Widgets settings.


Add the Customer referral details extension

  1. In your Shopify admin, go to Settings > Checkout.

  2. In Configurations, find the configuration used by your store and click Customize.

  3. In the left sidebar, click Apps.

  4. Find Customer Referral Details Extension under Referral Candy and click the + icon.

  5. When prompted, set Add page to: Accounts.

  6. Click Save.


Customize the content (Shopify editor)

After you've added the page, click the Customer Referral Details Extension in the editor and update the left sidebar settings.

Typical options include:

  • Header

    • Main page title

  • Subheading

    • Optional supporting text under the main header

  • Rewards card header / subheading

  • Cash rewards card header / subheading

  • Text color

    • Info / Accent / Decorative

    • Note: Accent follows your checkout "Accent" color in Shopify settings

  • Sharing icons (show/hide)

    • Toggle whether each sharing option appears

    • Examples: Email, Facebook, Facebook Messenger, WhatsApp, X (formerly Twitter), Telegram (and any other channels shown in your editor)

Then click Save.

Note: The intro copy inside the first card (the Header + Description above the referral link) is not controlled here — it's controlled by the Header and Description fields in ReferralCandy > Campaign > Widgets > Customer referral details extension > Edit table text.


Set up the customer accounts navigation menu (first-time install)

If this is your first time installing the customer referral details extension, you may need to add it to your customer account main menu.

  1. In the editor, click Add to menu (if shown).

  2. Set the menu label (what customers see in their account navigation).

  3. Reorder the item if needed.

  4. Click Save.

If you don't see the "Add to menu" panel:

  • Go to Content > Menus in Shopify

  • Select Customer account main menu

  • Manage the navigation label and order there


Additional customization (intro copy, tier table, rewards table)

All text inside the cards on the Customer referral details page — including the first-card Header/Description, the unenrolled message, the FlexiTiers tier table, and the Rewards table column labels — is edited in your campaign's Widgets settings.

  1. In your Shopify admin, open the ReferralCandy app.

  2. Go to Campaigns > select your campaign.

  3. In Promote campaign, click Widgets.

  4. Find the Customer referral details extension section, then click Edit table text.

  5. Edit any of the available fields:

    • Header — heading inside the first card (above the referral link)

    • Description — body copy inside the first card

    • Header (Unenrolled) — message shown when the customer isn't enrolled in any campaign

    • Tier table - header (used when FlexiTiers is on)

    • Tier table - loop tiers (shown when your tier setting loops)

    • Tier table - total referral count

    • Tier table - no. of referrals (column label)

    • Tier table - get (column label)

    • Tier table - no rewards

    • Tier table - completed reward (shown after the final tier for capped/stop-after-final setups)

    • Rewards table - reward, Rewards table - amount, Rewards table - expires on (column labels for the rewards history)

  6. Click Save.

Tip: Some fields support Liquid variables like {{incentive_description}} (advocate reward) and {{offer_description}} (friend offer). Stick to variables already present in the default field text — those are confirmed to work in this context.


What customers will see

What customers see can vary depending on whether they're enrolled in a campaign (and whether multiple campaigns apply).

  • Never enrolled contacts

    • Customers who are not enrolled in any referral campaigns will see a message indicating they aren't enrolled (so they won't have a referral link to share yet).

  • Enrolled contacts

    • Customers enrolled in at least one campaign will see:

      • Their referral link

      • Sharing options (based on the icons you enabled in Shopify editor)

    • If cash rewards are enabled, they may also see:

      • Their PayPal email section

  • Unenrolled contacts

    • Unenrolled contacts won't see their referral link/sharing options for that campaign

    • They can still see rewards history (and PayPal email where applicable)

  • Multiple campaigns

    • If the customer is enrolled in multiple campaigns, they may be able to switch campaigns using the Campaign dropdown (if shown)


Troubleshooting

The customer referral details page doesn't appear in my store

  • Confirm you're using Shopify's new customer accounts

    • This extension doesn't work on legacy customer accounts

  • Confirm the extension page was added and saved

    • Settings > Checkout > Customize > Apps > Customer Referral Details Extension

  • Confirm the campaign is not stopped

    • The page typically appears only when a campaign is live or paused

The Campaign dropdown is grayed out

  • This can happen when the customer isn't enrolled in any live campaign (so there's nothing to switch between)

I can't find where to change the header/subheader text

  • If you mean the large page title at the top, edit Header/Subheading in Shopify's editor (Settings > Checkout > Customize > Apps > Customer Referral Details Extension).

  • If you mean the intro copy inside the first card (above the referral link), edit the Header and Description fields in ReferralCandy > Campaign > Widgets > Customer referral details extension > Edit table text.


Article FAQ

Can I hide specific sharing icons (Email, WhatsApp, Facebook, etc.)?

Yes. In Shopify's editor, select the Customer Referral Details Extension page and toggle the icons in the left sidebar settings.

Do I need to add the page to a menu?

Often yes for first-time installs. Use Add to menu in the editor if available, or manage it in Content > Menus > Customer account main menu.

Does this work with legacy customer accounts?

No. This extension is only available for Shopify's new customer accounts (login via a 6-digit code). It does not support legacy customer accounts.

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