Add a page to the Shopify customer accounts' navigation menu to show users their referral sharing options and rewards history. Shopify customer accounts let your customers log in to your store with a 6-digit code so they can better manage their orders and payments.
Note: The customer referral details extension is available only for the new Shopify customer accounts. This widget doesn't support legacy customer accounts.
Add the customer referral details extension
The customer referral details extension widget is set up on your store's theme editor page under the checkout page.
From your Shopify admin, go to Settings > Checkout.
In the Configurations section, find the store associated with your referral program and click Customize.
Click the Apps
tab in the sidebar.Find the Customer Referral Details Extension app under Referral Candy and click the + icon. Under Add page to, select Accounts.
Customize the content of the widget:
Replace the default headers for the main Header, Rewards card header, and Cash rewards card header
Optionally, add a main Subheading, Rewards card subheading, and Cash rewards card subheading
Choose a Text color for the sharing panel. Select Info (default black), Accent, or Decorative (default blue). The Accent option follows the accent color you set on your checkout's Settings page
Show or Hide your customers' social media sharing options for email, Facebook, Messenger, WhatsApp, X (formerly Twitter), and Telegram
Click Save.
Other customization options
If you're using a tiered reward setup with FlexiTiers, the tier table customization is available on the Widgets page.
From your Shopify admin, go to Campaigns > Select your campaign. In the Promote campaign section, click Widgets.
In the Customer referral details extension section, customize the following:
Tier Table - Header - The title of the tier table.
Tier Table - Loop Tiers - A note that lets customers know they go back to the first tier after reaching the last one. This applies to campaigns where the tier setting is set to Loop tiers.
Tier Table - Total Referral Count - Shows the total number of successful referrals the customer has made so far.
Tier Table - No. of Referrals - Column A heading text, which is the column that displays the minimum referral requirement for each tier.
Tier Table - Get - Column B heading text, which is the column that displays the reward customers receive for reaching each tier.
Tier Table - Completed Reward - Shows a message in place of the Tier Table - Header when the customer has completed all tiers. This applies to capped tiers or campaigns where the tier setting is set to Stop rewards after final tier.
Tip: You can use Shopify liquid to show dynamic variables for the text in the tier table, such as the customer name or the reward value. Learn more
Set up the navigation menu
If it's your first time installing the customer referral details extension, you need to add it to the customer account main menu first.
Click Add to menu.
The navigation Menu items appear. You can set a custom label for the customer referral details extension and reorder it in the navigation menu.
Click Save. Check and preview the page on the theme editor page.
If the Add to menu info panel is not visible to you, go to Content > Menus and select Customer account main menu to manage the widget in the navigation menu.
What customers see based on enrollment status
The customers referral details extension's behavior is based on your customer's enrollment status in the campaign.
Never enrolled contacts
Customers who are not yet enrolled in any campaign see a message that says You are currently not enrolled in any referral campaigns. Since they're not enrolled, they don't have a referral link yet to share.
Enrolled contacts
Advocates and affiliates who are enrolled in a campaign see their referral link and sharing options. If the campaign uses the cash reward, customers can see and edit their PayPal email address.
If you're running multiple campaigns, and a customer participates in more than one, they can access their referral details in another campaign via the Campaign dropdown.
Unenrolled contacts
Unenrolled contacts won't see their referral link and sharing options. Instead, they'll see a message letting them know that they're not currently enrolled in the campaign. Unenrolled contacts still see their rewards history and can edit their PayPal email address.
Customer referral details extension (Shopify) FAQ
Why is the "Campaigns" dropdown grayed out for my customer?
Why is the "Campaigns" dropdown grayed out for my customer?
The Campaigns dropdown is grayed out for customers who aren't enrolled in at least one live campaign in your ReferralCandy app in Shopify admin.
Why can't my customers see the customer referral details page in my Shopify store?
Why can't my customers see the customer referral details page in my Shopify store?
The customer referral details widget may not appear on your store site for the following reasons:
The customer referral details extension doesn't appear when your campaign is paused or stopped. Make sure that your campaign is live.
The customer is not enrolled in at least one live campaign in your ReferralCandy account.
You're using the legacy customer accounts. To use the customer referral extension page, you must enable the new customer accounts on your settings page in Shopify. The widget doesn't support legacy customer accounts.
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