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[Shopify] Setting a minimum purchase amount for reward eligibility

Set a minimum purchase amount that the referred friend must spend in order to be eligible for a referral reward for the advocate.

Written by Adam

This article discusses features and capabilities available only for Shopify merchants. If you're using another platform, visit this article.

When you set a minimum purchase amount, only purchases that meet the required minimum spend count towards a reward for the advocate or affiliate. These eligible referred purchases are called "rewardable" referrals.

Note: This is a Reward conditions setting. It controls when the advocate earns a reward based on the referred friend's purchase β€” it does not control when a customer becomes an advocate or receives a referral link.

If you want to control who gets a referral link, use campaign enrollment and your campaign's target audience (segments).

Tips for setting a minimum purchase amount

  • For referral programs, it's recommended to set a low minimum purchase to encourage more participation. In some cases, you may want to target a higher cart value for reward eligibility, depending on the specific goals of your campaign.

  • If you're offering a cash reward, set a higher minimum purchase than the reward amount to avoid being out of pocket for each referral.


Does the minimum apply before or after the friend-offer discount?

The minimum purchase amount is checked against the subtotal after any discount is applied β€” including the friend-offer coupon you set up in this referral campaign β€” but before taxes and shipping. The minimum applies to this discounted subtotal, not the gross cart value.

Example: If your minimum is $70 and a friend's cart is $77 but they apply a $10 friend-offer coupon, the subtotal becomes $67. That's below the $70 minimum, so the purchase doesn't count toward a reward for the advocate.

If you want every above-minimum cart to count, set the minimum lower than the gross cart you're targeting minus the friend-offer discount.

What if my customer paid in a different currency than my store's primary currency?

The minimum purchase amount is set in your store's primary currency. When a referred friend buys in a different currency, ReferralCandy converts the purchase amount to your primary currency before checking it against your minimum.

Each ReferralCandy account uses a single primary store currency for this calculation β€” you can't set different minimums per currency.

Example: If your store's primary currency is USD and your minimum is $50, and a friend's cart in EUR converts to $48 USD after currency conversion, the purchase is below the $50 minimum and won't count toward a reward.


Changing the minimum purchase amount

Important: When a referred purchase is fully refunded, ReferralCandy doesn't delete the purchase, but only modifies its amount to $0. You must set your minimum spend to at least $1 to avoid sending out rewards for refunded purchases.

To set the minimum purchase amount:

  1. From your Shopify admin, go to Campaigns > Select your campaign. In the Set rewards section, click Reward conditions.

  2. In the Referred purchase conditions section, enter the amount in the Minimum purchase amount by friend field.

  3. Set the number of rewardable referred purchases that count toward an advocate reward.

  4. (Optional) Set the Maximum reward amount on the total rewards an advocate can earn in a lifetime. When they reach this cap, they won't get rewarded even if they make successful referrals.

  5. Click Save.

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