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Showing a post-purchase popup to customers

Invite your customers to join your referral program upon checkout with a popup widget

Adam avatar
Written by Adam
Updated over 2 weeks ago

The post-purchase popup widget appears immediately after a customer makes a purchase. The popup encourages a customer to sign up for your referral or affiliate program.

Note: Your campaign must be live for the post-purchase popup to appear.


Enable the post-purchase popup

ReferralCandy app on Shopify

To enable the post-purchase popup:

  1. From your Shopify admin, go to Campaigns > Select your campaign. In the Promote campaign section, click Widgets.

  2. Turn on the Post-purchase popup widget. Wait for the changes to save.

  3. Check Allow signup/waitlist for unqualified customers. Learn more

Note: If you've upgraded Shopify's Thank You page to Checkout Extensibility,

the post-purchase popup won't work. Use the referral extension instead.

Other platforms

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:

  1. On the ReferralCandy dashboard, go to Campaigns > Select your campaign.

  2. Go to Widgets.

  3. Toggle the Post-Purchase Popup widget on.

  4. Check Allow signup/waitlist for unqualified customers. Learn more

  5. Click Save Changes.

  6. Go to the code snippet and click Copy.

  7. 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.

  8. Edit the data-attributes in 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.

  9. Save the changes.

JavaScript integration

If you're using JavaScript integration, refer to this article.

Cratejoy

If you're using ReferralCandy with your Cratejoy store, 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

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.

Edit the content of the popup widget

The post-purchase popup widget's content and elements can be customized in your campaign's Emails & Pages (Non-Shopify) or Themes (Shopify) section. To learn more, read the article: Customizing your referral emails & pages.


Obtain consent to receive marketing emails

You should always obtain consent from your customers before enrolling them in your referral or affiliate 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 campaign email after purchase regardless of how they interact with the post-purchase popup.

  • If your customer does not consent to receiving emails, your customer only receives a campaign 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 campaign, 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.


๐Ÿ’ฌ Need help? Click the chat widget on the right to start a conversation. Learn more


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