Shopify

Integrating your Referral Rock program with Shopify is simple. We'll go step-by-step through the setup needed to provide referrals with coupons for use in your Shopify store and to track referral purchases.

Setting Up a Static Shopify Coupon Code for Referrals

Step 1: Follow these instructions to create a coupon code in Shopfiy. Shopify gives you plenty of options for customizing coupon code behavior in your store, so spend some time setting up the coupon just the way you want! After you save the coupon, take note of the code that you created.

Step 2: Now that you have a coupon code that works in Shopify, it's time to put it into Referral Rock. 

  1. In your program editor, navigate to the Referral Page and choose Landing for Referral Capture. 
  2. In Page > Layout Options, click Yes under Display a code to referral, click Static Code, and then paste your Shopify code into the box below. 

You'll want to spend some time customizing the landing page to make it perfect. The goal of the landing page is to give referrals a quick overview of your business, provide them with the static coupon code, and then pass them on to your store via the CTA button.


Referral Conversion Tracking in Shopify

The next step in setting up Referral Rock to work with Shopify is tracking conversions on your store. This will tell us which referral purchased from your store, the dollar value of their purchase, and who the member was that referred them so that you can reward that member. 

  1. Navigate to your Shopify Admin Dashboard.
  2. Select Settings from the menu on the left side of the screen.
  3. Select Checkout, scroll down and select Order Processing, and then click Additional Scripts at the bottom. 
  4. Enter your Shopify Event Script (example below) in the Additional Scripts box.
  5. Hit Save.

Shopify Example Event Script

<script>
          var rrClientNamespace = (
              rrAppsettings = {
                  mode: "conversion",
                  debug: "false"
              },
              rrParameters = {
                  firstname: "{{customer.first_name}}",
                  lastname: "{{customer.last_name}}",
                  externalidentifier: "{{customer.id}}",
                  email: "{{customer.email}}",
                  amount: "{{checkout.subtotal_price | money_without_currency}}"
              }
          );
          </script>
Checkout Shopify's list of Checkout Objects for more custom info that you can send back with the event script.

Automating Referral Approval in Referral Rock

Back in Referral Rock, you'll want to ensure that referrals are automatically approved.

  1. In the Program Editor > Referral > Conversion Settings > Settings
  2. Click the Yes box under Automatically approve referral? 
  3. When you create member rewards, ensure you are using the Approved Referral Status as the event trigger for the reward. 

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