You don’t need to manually create or send referral codes — Roadmap generates them automatically and delivers them to customers once referral conditions are met.
How It Works
- Referral program enabled
- In Roadmap → Loyalty → Referrals, you set up the rewards for referrers and friends.
- Customer gets a unique referral code/link
- Once the program is active, Roadmap automatically generates a unique referral code and link for each customer.
- Example:
REF12345
or https://yourstore.com/ref/REF12345
- Customer shares the code/link
- Customers can copy and share their referral code or link directly from the loyalty widget, customer account area, or email.
- Friend uses the referral link/code
- When a friend makes their first purchase using the referral code/link, they get their reward (discount or points).
- Referrer is rewarded
- Once the friend’s purchase is confirmed, Roadmap automatically delivers the reward to the referrer.
What You Configure
As the admin, you decide:
- Reward type → Points or discount for both referrer and friend.
- Minimum spend → Require a spend threshold for the friend’s order.
- Applicable products/collections → Limit rewards to specific items.
- Code prefix → Choose what referral codes look like (e.g. “REF”, “FRIEND”).
👉 Example: Referrer codes start with “REF” (e.g. REFABC123
) and friend codes start with “FRIEND” (e.g. FRIENDABC123
).
Customer Experience
- Customers don’t request codes manually — they’re automatically available when they join the referral program.
- Codes are visible in:
- Customer account area.
- Loyalty widget.
- Referral notification emails (if enabled in Klaviyo).
Common Questions
- Do I need to send referral codes manually?
- No — Roadmap generates and delivers them automatically.
- Can customers share the same code with multiple friends?
- Yes — referral codes are reusable unless you limit them in settings.
- Can I change the format of referral codes?
- Yes — you can set a custom prefix (e.g. REF, VIP, FRIEND).
- Where do customers find their referral code/link?
- In their account dashboard, loyalty widget, or via email.
Summary
Referral codes and links are generated automatically in Roadmap:
- ✅ Each customer gets a unique code/link.
- ✅ They can share it directly from their account or widget.
- ✅ Friends use it for their first order to unlock rewards.
- ✅ Referrers automatically get their reward once conditions are met.