> For the complete documentation index, see [llms.txt](https://docs.jaka.app/shopify/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.jaka.app/shopify/2-referral-program/referral-setup-and-display.md).

# Referral setup & display

The referral program allows your customers to invite their friends to your store and earn rewards when those friends make a purchase.

This guide will walk you through setting up the referral program step by step, even if you’ve never used referral marketing before.

### ⚙️ Steps to set up

#### Step 1: Open Referral Setup

Open the Go to **Jaka Affiliate Marketing** app > click **Referrals** in the left menu

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#### Step 2: Turn on Referral Widgets

Jaka provides three referral display options. You can enable one or all of them.

**1. Referral Widget (For Advocates)**

* Shown to customers browsing your store
* Allows customers to enter their email and get a referral link
* Best for collecting new advocates

Toggle **ON** and click **Customize** to edit text and design.

<figure><img src="/files/r5NtgS2mJ0tFtQmS9vSf" alt=""><figcaption></figcaption></figure>

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**2. Post-Purchase Block (For Advocates)**

* Shown on the **Thank You Page** or **Order Status Page**
* Encourages customers to refer friends after completing a purchase

Recommended:\
✅ Enable this for higher referral participation.

<figure><img src="/files/V63zzTWHn5gZPdrohuX3" alt=""><figcaption></figcaption></figure>

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**3. Referral Popup (For Friends)**

* Shown to friends who visit the store using a referral link
* Displays the discount they will receive

This helps improve conversion by clearly showing the reward.

<figure><img src="/files/eFiDXhkbbcoKlpyk1fyf" alt=""><figcaption></figcaption></figure>

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#### Step 3: Set Rewards for Advocates (Referrers)

Advocates are customers who share referral links.

You can reward them with:

* **Percentage discount**, or
* **Fixed amount discount**

<figure><img src="/files/eoHVVk30Qi9TEaowo8g6" alt=""><figcaption></figcaption></figure>

Optional settings:

* Minimum order amount
* Reward expiration (number of days)

Example:

* Advocate gets **30% off** after a friend’s first purchase
* Reward expires in **60 days**

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#### Step 4: Set Rewards for Referred Friends

Referred friends are new customers who click a referral link.

<figure><img src="/files/NNRxFNFfM2h0Aj8xx5ol" alt=""><figcaption></figcaption></figure>

You can configure:

* Discount type (**percentage** or **fixed amount**)
* Discount value
* Optional minimum order amount
* Optional expiration date

Example:

* Friend gets **10% off** their first order

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#### Step 5: Customize Referral Content

For each widget or popup, you can customize:

* Title and description text
* Button labels
* Colors and layout

This ensures the referral experience matches your brand style.

<figure><img src="/files/RG02DRpB2eoZp1v768RU" alt=""><figcaption></figcaption></figure>

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### ✅ How Referral Popup Works on Your Store

Jaka referral program involves two types of users:

**1- Advocate (Existing Customer)**

* A customer who shares a referral link
* Earns a reward when friends make a purchase

**2-  Friend (Referred Visitor)**

* A new visitor who clicks a referral link
* Receives a discount for their first purchase

Different widgets are shown to each role.

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#### Referral Widget for Advocates (On Your Store)

What Advocates Sees:

The Referral Widget is displayed to visitors browsing your store.

It allows customers to:

* Enter their email
* Join the referral program
* Get a personal referral link to share

This widget is designed to collect advocates and encourage customers to invite friends.

When It Appears:

* Visible to regular visitors and customers
* Does not require a referral link

<figure><img src="/files/nfMqDRi0exiLY5JSX6RD" alt=""><figcaption></figcaption></figure>

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#### Referral Popup for Friends (Referred Visitors)

What the Friend Sees:

The **Referral Popup** is shown to visitors who arrive at your store **using a referral link**.

The popup:

* Displays the reward the friend will receive
* Shows the discount code or offer
* Encourages the friend to complete a purchase

Example message:

> “You’ve been invited! Get 10% off your first order.”

<figure><img src="/files/dpIIJJW7bXyjcTSbatRW" alt=""><figcaption></figcaption></figure>

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When It Appears

* Only appears when a referral link is detected
* Shows automatically when the friend lands on your store
* Does not appear for normal visitors

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#### ✅ How the Referral Flow Works

1. An advocate gets a referral link from the referral widget
2. The advocate shares the link with a friend
3. The friend clicks the referral link
4. The referral popup appears on your store
5. The friend completes a purchase using the reward
6. The referral is tracked automatically
7. The advocate receives a reward

All tracking and attribution are handled by Jaka.

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#### ✅ What Happens at Checkout?

* The referral discount is applied based on your settings
* The order is recorded as a referral order
* The advocate’s reward is generated after a successful purchase