This article is for Shopify merchants only.
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 sometimes edit) their PayPal email address
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 (additional text controls, when available)
Use this when you want to:
Edit tier table wording (FlexiTiers)
Adjust any other widget text fields that appear in your campaign’s Widgets settings (if your app version shows them)
Note: If you only see tier table fields in Widgets, that’s expected for many setups. The Shopify editor is the primary place to edit most visible labels for this extension.
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)
Share Page > Header and Description
Edits the intro copy inside the first card (the text above the referral link).
Important: This is not the same as the Shopify editor “Header/Subheading”.
Customer referral details extension (widget text fields)
Edits enrollment-state messages and tier table wording (when those fields are available in your campaign).
Examples:
“Header (Unenrolled)” (what customers see if they aren’t enrolled in any referral campaign)
Tier Table labels and messages (Header, No. of Referrals, Get, Loop Tiers, etc.)
Rewards table labels (Reward, Amount, Expires On), if shown in your campaign settings
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
In your Shopify admin, go to Settings > Checkout.
In Configurations, find the configuration used by your store and click Customize.
In the left sidebar, click Apps.
Find Customer Referral Details Extension under Referral Candy and click the + icon.
When prompted, set Add page to: Accounts.
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
Note: The intro text inside the first card (above the referral link) is controlled by your campaign’s Share Page Header and Description in ReferralCandy (Campaign > Widgets > Share Page).
Subheading
Optional supporting text under the main header
Note: The intro text inside the first card (above the referral link) is controlled by your campaign’s Share Page Header and Description in ReferralCandy (Campaign > Widgets > Share Page).
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 text inside the first card (above the referral link) is controlled by your campaign’s Share Page Header and Description in ReferralCandy (Campaign > Widgets > Share Page).
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.
In the editor, click Add to menu (if shown).
Set the menu label (what customers see in their account navigation).
Reorder the item if needed.
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 (FlexiTiers tier table text)
If you use a tiered reward setup with FlexiTiers, you can customize tier table wording in your campaign’s Widgets settings.
In your Shopify admin, open the ReferralCandy app.
Go to Campaigns > select your campaign.
In Promote campaign, click Widgets.
Under Customer referral details extension, edit any available tier table fields (for example):
Tier Table - Header
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 - Completed Reward (message shown after final tier for capped/stop-after-final setups)
Click Save.
Tip: If your Widgets settings mention Shopify variables for tier table text, only use variables you’re confident are supported 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.
If you mean the intro copy inside the first card (above the referral link), edit Share Page > Header/Description in ReferralCandy (Campaign > Widgets).
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.