Code-Based Referral Program

      Code-Based Referral Program

        Article summary


        Loyalty & Referrals
        Supported plans

        Premium, Enterprise

        eCommerce Platform

        Shopify, Shopify Plus

        The Code-Based Referral Program is perfect for merchants who want their customers to use a personalized referral code to refer their friends instead of the referral link.

        Using a personalized referral code instead of a referral link encourages word-of-mouth referrals, and ambassador engagement, and provides the opportunity for a re-engagement mechanism in your packaging inserts!

        If the feature is included in your plan, it must be enabled before the primary use. To enable the feature please contact your Customer Success Manager.

        Code-based referral flow

        Please note:
        Code-based referrals do not work at Recharge checkout
        1. Referring Customers refer a friend (via email, social platforms, etc) 
        2. Referred Customers receive the referring customer's personalized code 
        3. Referred Customers apply the unique code in the Discount box at checkout
        4. Code-Based Referral is Complete!

        Code Generation & Customization:

        Yotpo Loyalty & Referrals generates referral codes for your customers in the following format: FIRSTNAME###

        In the future, you can also edit these codes to make them even more personalized and easy to use.

        Changing the code

        1.  Go to the Customers section of your Yotpo Loyalty & Referrals admin.
        2. Select the relevant customer.
        3. Click the Edit Referral Discount Code button in the customer's profile and edit the code:

        There is still a reward link in your customer's profile as well.
        Make sure to use: *|referral_discount_code|* in Yotpo Loyalty & Referrals Emails to populate the discount code instead of the link. 

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