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Creating a Referral Campaign

Set up referral campaigns with custom rewards and page content.

Written by Kris - Mage Loyalty
Updated over 3 weeks ago

💳 Plan Requirement

Referral Campaigns require the Growth Plan or above.

ℹ️ Note

Before creating a campaign, go to Referrals > Settings and confirm your Referrals Landing URL is set. This is the page friends are sent to when they click a referral link.

Create a New Campaign

  1. Open Mage Loyalty from your Shopify admin.

  2. Click Referrals in the left menu.

  3. Click + Create Campaign in the top right.

  4. Enter a Campaign Name and click Create.

ℹ️ Note

The campaign name is internal only, customers will not see it. Use a name that makes it easy to identify in your campaign list, e.g. "Summer Referral Drive" or "Always-On Refer a Friend".

Managing Campaigns

From the Referral Campaigns list, the Manage dropdown for each campaign gives you four options:

  • Edit: reopen the campaign editor

  • Copy Embed Code: copy the HTML embed snippet for this campaign

  • View Referrals: see all referrals tracked for this campaign with their status

  • Delete: permanently remove the campaign

ℹ️ Note

The campaign list shows Status, Invited, Claims, Converted, Completed, and Revenue for each campaign at a glance, giving you a quick read on performance without opening the campaign.

General Tab

Configure the core settings for your campaign. Campaign Status is off by default, only toggle it on when you are ready to launch. Campaign Name is internal only and never shown to customers. Discount Code Prefix adds a text prefix to all generated discount codes, e.g. "SUMMER-" produces codes like "SUMMER-ABC123". Leave it blank for no prefix.

✅ Tip

Enable site-wide popup for every campaign. This shows the referral claim form as a popup when a friend arrives via a referral link, even if the campaign block is not on that page. Without it, friends who land on the wrong page will miss their reward entirely.

Pages Tab

Controls the content shown at each step of the referral flow: Advocate Signup, Advocate Share, Friend Claim, and Friend Reward. Each step has a live preview on the right panel: edit the title, subtitle, button text, and footer text to match your brand voice, and watch the preview update in real time.

Design Tab

Controls the layout (Card or Two Columns), alignment, and colours of the campaign block. All changes update the live preview instantly. Choose the layout that suits where the block will be embedded on your page, then adjust colours to match your brand.

Advanced Tab

Contains a Custom CSS editor for developers who want full control over the campaign block's appearance. Target the block using the

.mage-referral-campaign__card { /* your styles here */ }

Use the Format button to tidy your code and Expand to open the editor full-screen.

Common Mistakes to Avoid

⚠️ Common Mistake

Launching a campaign without enabling the site-wide pop-up. Friends who land on a page without the embed block will not see the claim form. Always enable the site-wide pop-up.

⚠️ Common Mistake

Not embedding the campaign on a page: enabling the campaign status alone does not make it visible. You must paste the embed code onto a storefront page.

⚠️ Common Mistake

Using the same Discount Code Prefix across multiple campaigns: this makes it hard to distinguish which campaign a discount came from in your Shopify analytics. Use a unique prefix per campaign.

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🗨️ Still need help or can’t find the answers you’re looking for? Reach out to the Mage Loyalty team through our live chat support.

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