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 a week ago

The Post-purchase Popup appears immediately after your customers make a purchase. The popup encourages your customer to sign up and join your referral program using their name and email address. After submitting their information, customers are enrolled into your referral program and can start referring friends.

Using segments as your target audience? Anyone who signs up via widgets gets automatically enrolled into your referral program even if they don’t meet the segment criteria. Learn more

Note: Your referral campaign must be active in order for the Post-Purchase Popup to appear.


Shopify

If you're a Shopify merchant, enabling the Post-Purchase Popup is simple.

  1. Go to your campaign's Widgets page.

  2. Toggle the Post-Purchase Popup widget on.

  3. Choose to show your customer's unique referral link immediately upon purchase or after signup. Learn more

  4. Click Save Changes.

And you're done. Your customers will now see the popup widget right after checkout.

Email and API Integration

If your store is integrated with ReferralCandy via Email or API Integration, you need to add a code snippet to your store's purchase completed page.

  1. Go to your campaign's Widgets page.

  2. In the Post-Purchase Popup section, choose to show your customer's unique referral link immediately upon purchase or after signup. Learn more

  3. Click Save Changes.

  4. Go to the code snippet and click Copy.

  5. Paste the code snippet in your store site's purchase completed page just 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.

  6. 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.

  7. Save the changes.

JavaScript Integration

If you're using JavaScript Integration:

  1. Go to your campaign's Widgets page.

  2. In the Post-Purchase Popup section, choose to show your customer's unique referral link immediately upon purchase or after signup. Learn more

  3. Click Save Changes.

  4. Follow the steps outlined in the JavaScript Integration article.

  5. Check the box that says "Show post-purchase widget after checkout" under JavaScript Integration on your ReferralCandy Integration page.

And that's it! Your customers will now see the popup widget right after checkout.

Cratejoy

If you're using ReferralCandy with your Cratejoy store, please refer to this article.

Customizing the Post-Purchase Popup

Once the Post-Purchase Popup widget is set up and enabled, you can choose how it would appear after your customers check out at your store:

  • Show referral link immediately upon purchase - this is recommended for normal referral programs. If you're not using segments, your customers are automatically enrolled in your referral program, and do not need to sign up post-purchase.

  • Show referral link after signup - this is recommended for referral programs using segments. With segments, customers are enrolled into your referral program only if they meet a specific criteria (e.g.: lifetime spend > $100). You can still use the popup to inform them about your program. Learn more about segments

    This is a sample Post-Purchase Popup that a customer will see if they did not meet the criteria to join your referral program:

Note: If you're not using segments, this widget behaves the same way regardless of the option you select. These options are available only for all new merchants and existing merchants who signed up from December 2022 onwards.

Contact enrolled already?

Signup form

on?

Behavior of the Post-Purchase Popup widget

Show referral link immediately

Show referral link immediately

Show signup form

Show nothing

Editing the content of your popup widget

You can also edit the content of the Post-Purchase Popup widget in your campaign's Emails & Pages section. Check out our Customizing your referral emails & pages article to learn more.


Obtain Consent to 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 consented to receiving updates on the referral program, your customer will receive a referral email after purchase regardless of how they interact with the post-purchase popup.

If your customer did not consent to receiving updates on the referral program, your customer will only receive a referral email if they clicked on "Share Invite Link" in the Post-Purchase Popup


To prevent customers who have not consented to receive marketing emails from being subscribed to emails about your referral program, please contact ReferralCandy support to enable this feature. As part of this process, you will require a developer to set the data field 'data-accepts-marketing' in the Post-Purchase Popup HTML snippet.


💬 Need help? Click the chat widget on the right to start a conversation. Learn more


Did this answer your question?