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Referrals - Overview

Learn how the Referrals feature works, including how customers share referral links and earn rewards when friends make a purchase.

Written by Kris - Mage Loyalty
Updated over 3 weeks ago

💳 Plan Requirement

Referrals require the Starter Plan or above.

Referral campaigns require Growth Plan or above.

How Referrals Work

Every customer who participates in your referral program receives a unique referral link. When they share it and a friend makes a purchase, the referral is tracked automatically.

  • Step 1: The advocate (existing customer) shares their unique referral link via email, social, or copy-paste

  • Step 2: The friend clicks the link and is taken to your store (or a specific landing page you configure)

  • Step 3: The friend signs up or makes a purchase

  • Step 4: Both the advocate and the friend receive their configured reward

ℹ️ Note

Rewards are issued automatically once the referral converts. You can configure what counts as a conversion: sign-up, purchase, or both, within each campaign.


Referrals Structure

The Referrals section in Mage Loyalty has three sub-sections:

  • Referral Campaigns: create and manage individual referral programs, each with their own rewards, design, and settings

  • Widget Referrals: a simpler referral setup surfaced directly in the Rewards Widget, with a referred friend reward and a referring customer reward

  • Settings: global referral settings: landing URL, social sharing platforms, and fraud prevention

ℹ️ Note

Referral Campaigns and Widget Referrals are independent. You can run both at the same time, or use only one depending on your needs.


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