How do I reward customers for referrals?

Introduction

With Roadmap Loyalty, you can reward customers for referring friends to your store. Referral rewards encourage word-of-mouth growth by giving both the referrer and the new customer a benefit.

Example: “Give $10, Get $10” → the new customer gets $10 off their first order, and the referrer earns $10 worth of points once the order is completed.

Step 1: Go to Referral Settings

1. In Shopify Admin, open Apps → Roadmap → Loyalty.
2. Navigate to the Earning Rules tab.
3. Click Add Rule → Referral.

Step 2: Choose Rewards for Each Side

• Referrer Reward (Existing Customer)
• Choose how the referrer is rewarded:
  • • Points (e.g. 500 points per referral).
    • Discounts.
  • Free products (optional).
  • Rewards are only applied after the referred friend completes their first purchase.
• Referred Friend Reward (New Customer)
• Choose the incentive for the friend:
  • • A discount on their first order (percentage or fixed amount).
  • Example: “Your friend gave you $10 off your first order!”

Step 3: Define Conditions

• Minimum spend → e.g. referral rewards only trigger if the new customer spends $30+.
• Exclusions → e.g. referrals not valid on wholesale or clearance orders.

Step 4: Share Referral Links

• Each customer gets a unique referral link.
• Links can be shared via:
  • Email.
  • Social media.
  • Copy-paste from account dashboard.
• When the friend clicks the link, Roadmap tracks attribution automatically.

Step 5: Test the Flow

• Place a test order using a referral link.
• Confirm the referred friend’s reward is applied at checkout.
• Confirm the referrer’s reward is added once the order is completed.

Best Practices

• ✅ Use a double-sided reward (benefit for both friend + referrer).
• ✅ Keep the offer simple (“Give $10, Get $10” works best).
• ✅ Promote referrals in your Klaviyo flows (e.g. post-purchase emails).
• ✅ Encourage loyal customers to share often (social buttons, email reminders).

Common Questions

• When does the referrer earn their reward?
  • Only after the referred friend completes their first purchase.
• Can referrals be unlimited?
  • Yes — customers can earn rewards for multiple successful referrals.
• Can I limit rewards per customer?
  • Yes — you can cap referral rewards in your settings.
• Do referrals work with loyalty tiers?
  • Yes — referrers also earn tier progression from successful referrals.

Summary

To reward referrals in Roadmap:

1. Create a Referral Rule in Loyalty.
2. Define rewards for both the referrer and the new customer.
3. Share referral links through the customer dashboard.
4. Roadmap tracks purchases and applies rewards automatically.

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