How to Set up Refer-a-Friend with Shopify and Klaviyo

  • Created:
  • / Author: Sojib Belal

With a Refer-a-Friend program, you can invite current customers to share your products with their friends and family. In this guide, you will learn how to set up a Refer-a-Friend program integrated with Shopify and Klaviyo.

This Shopify refer-a-friend setup has two Phases.

First Phase:

Before Shopify Setup, please contact us at contact@digioh.com to set up your Shopify app in the backend. We will need API permissions & Collaborate Store Access. Follow this guide to grant Collaborate store access.

Second Phase:

Once all permissions are in place, it’s time to set up the workflow.

Step 1:

After installing the Digioh Refer-a-Friend App, go to your Shopify dashboard.

digioh refer a friend app in the shopify dashboard

Then navigate to Price Rule to set the price rules for referred friends. Add the following rules:

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

shopify price rules for refer a friend rewards

Step 2: Navigate to the 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

set reward price rules in the shopify app settings

Step 3: Navigate to the Coupons setting 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 configuration in shopify

Both conditions will execute if the following conditions are fulfilled.

• Friend – Minimum purchase of $50 and has not made a purchase before (first-time purchase).
• Referrer – Min Purchase $50 and has previously made a purchase (not using the first time).

Step 4:
Create a pop-up in Digioh to promote your refer-a-friend program. Select “refer-a-friend” from the dropdown menu to access our premade templates for referral pop-ups.

refer-a-friend templates

After the design is finalized, Digioh will 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 pop-up will appear with your content and the referral URL.

Refer a friend pop-up with email capture field

Once the referrer sends the URL to their friends and their friend opens or clicks on the URL, this pop-up 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, and show up on the admin coupon list page.

Refer a friend email

Then, they will receive an email with their coupon code and a “Shop with Offer Code” button. When they click on the button, the coupon will automatically be added to the checkout page once they complete the below conditions:

  • Minimum $50 purchase
  • Making a first-time purchase

When their friend completes a purchase, it will redirect to the thank you page or order view page. This page will track the coupon for the referrer and send the email to the referrer using your Klaviyo Integration. The referrer can use that coupon on the next purchase.

Below are the conditions for the referrer coupon code:

  • Min purchase of $50
  • Not purchasing for the first time

For a more advanced piping integration, click here to view the Integration Phase. We are more than happy to help you with this part.

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