How to Setup Refer a Friend with Shopify and Klaviyo

Digioh’s Refer a Friend program invites current customers who already use your brand to share it with their friends and family.
In this Documentation, we will see how to set up Refer-a-Friend with Shopify and Klaviyo.

This Shopify refer a friend setup has two Phases.

First Phase:

Before Shopify Setup, you need to us at contact@digioh.com. So we can set up Shopify app for you in the backend.
We need the following API permissions & Collaborate Store Access
Follow this guide to grant Collaborate store access

Second Phase:

Then we will set up the workflow.

Step 1:

After installing Digioh Refer a Friend App, Go to Dashboard.

Dashboard

Then navigate to Price Rule (For a friend)
Add the following rules

  • Discount Title
  • Discount Type (Fixed or Percentage)
  • Discount Amount
  • Minimum Purchase
  • Discount Start Date
  • Discount Start Time

Price Rule

Step 2: Navigate to referrer Price Rule
And add the following rules

  • Discount Title
  • Discount Type (Fixed or Percentage)
  • Discount Amount
  • Minimum Purchase
  • Discount Start Date
  • Discount Start Time

Ref price rule

Step 3: Navigate to coupon and configure the coupon code with the following fields.

  • Coupon code
  • Name
  • Email
  • Used – 1 Not Used – 0
  • Purchased Date
  • Type (Reward or Invite)
  • Create a Date
  • Delete Option

Coupon code

Both conditions will execute if the following conditions are fulfilled.

• Friend – Min purchase 50$ and does not make a purchase before(First time purchasing)
• Referrer – Min Purchase 50$ and made a purchase already (Not using the first time)

Step 4:
Create a pop-up in Digioh, Select the Refer a friend template

Design template

After the design is finalized, we will have to add the Custom JS that will communicate with the app in Shopify.

This popup will create the referral URL for their friends.

Example: https://baseurl/?discount_referrer=Ruby-123232123123
Ruby is the user name & 123232123123 is the customer id
You can share this URL via:

Box functionality:
On the order success page, a popup will appear with content and a URL with the referral URL.

Refer a friend

Once the Referrer sends the URL to their friends and their friend opens or clicks on the URL, this popup will appear on the home page.
It will capture the email, send the coupon code to the email address, keep the record in the database & will be listed on the admin coupon list page.

Refer a friend voucher

In the email, they will get a coupon code & button “Shop with Offer Code” to purchase by clicking on the button.
Once they click on button, the coupon will automatically added to the checkout page once they complete the below conditions:

  • Minimum 50$ purchase
  • Making Purchase first time

When their friend’s purchase complete, it will redirect to the thanks page/order view page.
On the order/thank you page, it will track the coupon for the referrer and send the email to the referrer using Klaviyo Integration.

The referrer can use that coupon on the next purchase.
Below are the conditions for referrer coupon code

  • Min purchase of 50$
  • Not purchasing the first time
Click on the URL to view the Integration Phase

This is more advanced piping integration, We are more than happy to help you with this part.

If you have any questions about setting up Digioh Shopify Refer a Friend, send us an email at contact@digioh.com, and we’ll be glad to help!