Getting Started with Referi

Referi helps you grow your store through customer referrals. Your customers can share their unique referral links with friends and earn store credit when successful referrals meet the conditions you set.

You can also reward referred customers, customize how your referral program works, manage customer credits, and display the Referi Launcher directly on your storefront.

This guide walks you through the basic setup to get your referral program up and running.

How Referi works

The referral flow is simple:

1. A customer logs in to your store.
2. Referi generates a unique referral link for that customer.
3. The customer shares the link with friends through social media, email, or by copying the link.
4. A friend visits your store through the referral link.
5. When the referral meets your program conditions, Referi automatically rewards the eligible customer with store credit.
6. Customers can view their referral activity and rewards through the Referi Launcher.

Depending on your settings, you can reward:

• Referrer: The customer who shares the referral link
• Referee: The friend who visits your store through the referral link

Step 1: Activate your Referral Program

From your Referi admin, go to Referrals.

Turn on the referral program to start allowing customers to participate.

By default, the referral program is deactivated until you enable it.

Set the reward for referrers

Under For referrer, choose how much credit customers earn for successful referrals.

You can select:

• Percentage: Reward a percentage based on the eligible order value
• Fixed amount: Reward a fixed amount of store credit

Enter the credit amount you want the referrer to receive.

For example, you can offer:

• 10% credit for a successful referral
• $5 credit for a successful referral

Step 2: Decide whether to reward referred customers

Under For referee, you can choose whether the referred customer also receives credit.

Turn Reward for referee on or off depending on how you want your program to work.

If enabled, you can reward the referee:

Before making a purchase

The referred customer can receive credit before placing their order.

When they visit your store through a referral link, the Referi Launcher prompts them to log in. After logging in, the eligible credit is added to their account.

After making a purchase

The referred customer receives credit only after completing an eligible purchase.

You can set the reward as:

• A percentage of the eligible order value
• A fixed credit amount

Step 3: Configure referral conditions

Use Referral Settings to define when a referral qualifies for a reward.

Minimum order amount

Enable this option if the referred customer's order must reach a minimum value before rewards can be earned.

When enabled, enter the required order amount.

Referi uses your store currency for this setting.

Apply credit for

Choose which orders are eligible:

• First order: Rewards are only applied when the referee is a new customer placing their first order
• All orders: Rewards can apply even if the referee has purchased from your store before

Step 4: Set credit expiration

Choose how long earned referral credits remain available.

You can select:

• Never expire
• After a certain period of time

If you choose an expiration period, enter the number of days, months, or years before the credit expires.

You can also add an optional Credit note for the reward.

Step 5: Choose the referral destination

Under Referral URL direction, choose where customers should be sent when they open a referral link.

By default, Referi uses your store's homepage.

You can change this to another URL depending on where you want referred visitors to land.

Referi uses your store's public domain rather than the .myshopify.com domain.

Step 6: Configure sharing options

You can choose which sharing options are available to customers.

Referi supports:

• X
• Facebook
• Email

Customers can also copy their unique referral link and share it manually.

When a customer selects a supported social channel, Referi opens the selected platform with their referral link ready to share.

Step 7: Activate the Referi Launcher

The Referi Launcher is where customers interact with your referral program on the storefront.

Go to Customization → Launcher to configure its placement.

Once the Launcher is active, customers can use it to:

• Learn about your referral program
• Access their unique referral link
• Share their referral link
• View earned rewards
• Check referral notifications
• Review their activity history

Guests may also see referral-related messages when entering your store through a referral link.

Step 8: Set up credit emails

Referi can send a Credit Received Email when a customer earns referral credit.

From the setup guide on the Home page, select Setup Email to access the credit received email settings.

Configure the email to keep customers informed whenever new credit is added to their account.

Manage your customers

Go to Customers to view and manage customer credit information.

From this page, you can:

• Search customers by name or email
• View their current credit balance
• Review their latest activity
• Sort customers by activity or balance
• Filter activity by date
• Add a customer manually
• Refresh customer data

Referral activity and earned credit are also recorded in the customer's history.

Track referral activity

When a referral reward is earned, Referi records the transaction in the customer's activity.

The record can include:

• Date
• Reward type
• Origin of the reward
• Credit amount
• Remaining balance
• Expiration date
• Internal note

The reward origin identifies whether the credit was earned as a Referrer or Referee.

Customers can also view relevant reward activity through the Referi Launcher.

Use the Home dashboard

The Home page gives you a quick overview of Referi and provides shortcuts to the most important settings.

The Setup Guide helps you complete the initial configuration:

• Activate Referrals
• Activate Launcher
• Setup Email

Once a setup step has been completed, Referi keeps it marked as completed even if you later deactivate that feature.

After all setup steps are completed, the Setup Guide is automatically hidden.

You can also use Quick access to quickly open:

• Referral program settings
• Customer management
• Launcher customization

You're ready to start referring

Once your referral program and Launcher are active, customers can start generating and sharing their referral links.

Referi will track eligible referrals, apply rewards based on your settings, and keep referral and credit activity available for both you and your customers.

Need help?

If you need help setting up your referral program or have questions about Referi, contact us at [email protected]. Our support team will be happy to assist.