Referral Credit Expiration Reminders in Referi
Referral credit only drives sales when customers actually use it. If credit quietly expires, the customer loses out, and so do you. The Referi Settings page lets you send customers an automatic reminder before their referral credit expires, giving them a timely reason to come back and shop.
To open it, go to Apps > Referi > Settings in your Shopify admin.
Before you start: turn on store credit
Referi issues rewards as Shopify store credit, so store credit must be enabled in your store. If it isn't, you'll see this banner at the top of the Settings page: To issue rewards, please enable store credit in your Customer account settings.
To turn it on:
- Click the store credit link in the banner. It opens your Shopify customer account settings.
- Turn on store credit and save your changes.
Until store credit is on, customers can't receive referral rewards, so this is worth doing before you launch your program.
Set up the expiration reminder
- Under Expiration reminder, tick Automatically send customers a reminder before their referral credit expires.
- In Send reminder before expiration, enter how many days ahead the email should go out. For example, enter 7 to remind customers a week before their credit expires.
- Save your changes.
From then on, Referi sends the reminder automatically on the day you chose.
Which credits get a reminder
The reminder setting applies only to unexpired referral credits issued after you save. Credits that have already expired, and credits issued before you turned the reminder on, won't get a reminder. Turn it on early, ideally before you launch your referral program, so every customer is covered.
Reminders only matter when credit can expire. If your referral program's Store credit expiration is set to Never expires, there's nothing to remind customers about. You can set an expiration period in Apps > Referi > Referrals.
Choosing the right timing
| Days before expiry | Best for |
|---|---|
| 1–3 days | Last-call urgency, quick and low-priced purchases |
| 7 days | Most stores: enough time to plan an order |
| 14–30 days | Higher-value products customers need time to decide on |
Frequently asked questions
Can I change the number of days later? Yes. Update Send reminder before expiration and save. The new timing applies to referral credits issued after you save.
Can I edit what the reminder email says? Yes. Click Customization to open the email template and adjust the wording and design.
How do I stop sending reminders? Untick Automatically send customers a reminder before their referral credit expires and save your changes.
Need help?
If you have any questions or need assistance, please feel free to contact us at [email protected]. We’ll be happy to help.