The post-purchase popup widget appears immediately after a customer makes a purchase. The popup encourages a customer to sign up for your referral program.
Note: Your referral campaign must be live for the post-purchase popup to appear.
Enable the post-purchase popup
Shopify
To enable the post-purchase popup:
On the dashboard, go to Campaigns > Select your campaign.
Go to Widgets.
Toggle the Post-Purchase Popup widget on.
Check Allow signup/waitlist for unqualified customers. Learn more
Click Save Changes.
Email and API integrations
If your store is integrated with ReferralCandy via Email or API Integration, add a code snippet to your store's purchase completed page:
On the dashboard, go to Campaigns > Select your campaign.
Go to Widgets.
Toggle the Post-Purchase Popup widget on.
Check Allow signup/waitlist for unqualified customers. Learn more
Click Save Changes.
Go to the code snippet and click Copy.
Paste the code snippet into your store site's purchase completed page before the
</body>tag. For some platforms, there may be a box for you to insert scripts that you want to run on the "Thank You" or purchase completed page.Edit the
data-attributesin the code to include dynamic variables relevant to your store. The snippet is pre-filled with dummy values that you need to replace to reflect your the store site's dynamic checkout variables.Save the changes.
JavaScript integration
If you're using JavaScript integration, please refer to this article.
Cratejoy
If you're using ReferralCandy with your Cratejoy store, please refer to this article.
Customize the popup widget
Allow signup/waitlist for unqualified customers
When this is checked, the widget shows the signup form for customers who aren't qualified to enroll. If the customer fills out the form, they are added to your contacts, but won't get their referral link just yet.
Note: Other forms and widgets, such as the join page, embedded signup page, referral widget, and referral extension, allow unqualified customers to be waitlisted upon signup. You can only disable the signup form for the post-purchase popup.
Waitlisted contacts become Advocates once they meet the segment conditions you set for the campaign. Once qualified, they are notified via email that they're now enrolled in your campaign, and can start referring their friends.
Popup behavior based on enrollment state
Popup behavior based on enrollment state
If Allow signup/waitlist for unqualified customers is unchecked, the popup doesn't show up for unqualified customers. If checked, and the customer was never enrolled in the campaign before, here's how the widget would look like:
Enrolled contacts receive their referral link. They can start sharing the referral link with friends to earn rewards.
Never enrolled (new customer) contacts that aren't qualified to enroll see the signup form. If they fill out and submit the form, they are Waitlisted for the campaign. They remain on the waitlist until they meet the segment criteria.
Unenrolled contacts do not see the post-purchase popup widget at all. These are contacts who were previously enrolled but stopped meeting the segment criteria targeted by the campaign.
Read more about targeted segments and campaign enrollment.
Edit the content of the popup widget
The post-purchase popup widget's content and messaging can be customized in your campaign's Emails & Pages section. To learn more, read the article Customizing your referral emails & pages.
Obtain consent to receive marketing emails
Obtain consent to receive marketing emails
You should always obtain consent from your customers before enrolling them in your referral program. We recommend including a form input, unchecked by default, that says "I consent to receive notifications about your referral program."
If your customer consents to receiving emails, they will receive a referral email after purchase regardless of how they interact with the post-purchase popup.
If your customer does not consent to receiving emails, your customer will only receive a referral email if they click the "Share Invite Link" button in the post-purchase popup.
To prevent customers who do not consent from receiving marketing emails about your referral program, contact support to enable this feature. This requires a developer to set the data field data-accepts-marketing in the post-purchase popup HTML snippet.
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