How To Create A Referral Campaign In Shopify

Learn how to set up a new referral program to boost your customer engagement and sales. This guide walks you through configuring discount structures, referrer rewards, and widget settings to effectively launch your marketing campaign.

Arjun Vijayan
19 steps
2 minutes

Shopify

Click "Campaigns"

Click "Create Campaign"

Click the "Campaign Name" field.

Type "Campaign name"

Select the "Fixed amount" or "Percentage" or option.

Click the "Fixed amount" or "Discount Percentage" field based on previous selection

Click the "Minimum Subtotal" field.

Select the required reward eligibility

Select the required reward option ; In this example - "Store Credit" option.

Enter the "Reward period (days)" field as per your return policy

Enter the "Referrer Reward Amount awarded to the referrer"

Click "Campaign NameChoose a descriptive name for your campaignDiscount StrategyFixed AmountPercentageSelect how discounts will be calculatedDiscount P..."

Double-click the "Store credit expiry (days, optional)" field.

Enter the "Share Message" as shown here

Enter the "Widget Button Label" field as shown here

Enter the "First Line" and the "Second Line" field as shown here.

Enter the "Third Line" and the "Tooltip " field as shown here.

Click "Advance setting for Delivered and RTO tags (Only if needed)"

Click "Create Campaign" to go live