TRIFFT x Shopify Referral Integration Guide

Overview

This guide explains how to configure and manage Referral Programs within TRIFFT when integrated with Shopify. It covers the essential settings, reward logic, and Shopify-specific considerations required to launch a fully functioning referral workflow for your store.

1. Accessing Referral Settings

To begin configuring your referral program in TRIFFT:

1. Navigate to the Settings menu in the TRIFFT platform.
2. From the left-hand navigation, click on Loyalty Mechanics.
3. Select Referral from the list of loyalty mechanics.

This section contains all the necessary configuration fields to launch and manage a referral program.

2. Core Settings: Rewards and Points

Several key fields govern the behavior of referrals in TRIFFT. Here’s a breakdown:

a. Reward Points

• Purpose: Determines the number of loyalty points awarded when a referral event is completed.
• Usage: Set the amount of points both the referrer (the person who sends the invite) and the referred user (the person who receives it) will receive.
• This is the base configuration and will apply unless overridden by more specific settings.

b. Referrer Reward Points

• Purpose: Allows you to override the general reward points specifically for the referrer.
• Usage: Enter the number of points the referrer will receive upon successful referral.

c. Coupon Reward

• Purpose: Determines the loyalty coupon awarded when a referral event is completed.
• Usage: Enable this if you want to incentivize both the referred user and the referring user with a discount or benefit instead of points.

d. Referrer Coupon Reward

• Purpose: Issues a coupon to the referrer upon successful completion.
• Note: Optional – used when you want to offer coupons in place of points.

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Important: All reward fields are independent and can be layered based on your desired referral structure.

3. Optional Setting: Allow Invite by Email

• Field: allow_invite_by_email
• Function: Enables a user to refer others directly via email.
• How It Works: Unlocks an email input field in the TRIFFT Shopify widget, allowing users to send referral invites by entering an email address.
• When an email is entered, an invitation is automatically sent to the recipient's inbox with the referral link or code.

For more information on the functionality of Shopify Widgets, please visit this link.

4. Shopify-Specific Setup

To fully enable referrals in your Shopify store, a few additional steps are required:

Step 1: Create a Discount in Shopify

1. In Shopify, go to the Discounts section and click Create Discount.
2. Select the Discount Type
3. Choose Discount Code and generate a random discount code.
4. Configure the remaining discount settings according to your requirements.
5. The discount must be set up as follows:
   • Ensure Combine with Order Discounts is enabled.
     • This is required for the stepper to function correctly.
6. Click Save to finalize the discount.

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Important: Never delete the Checkout Stepper Discount Reward, or the stepper will not work. If the stepper discount stops functioning, turn the toggle off and on again to reset it.

Step 2: Link Shopify Discount to TRIFFT

1. Copy the Shopify Discount ID from the URL.
2. Go to TRIFFT and locate the corresponding coupon.
3. Paste the Shopify Discount ID into the Shopify Price Rule ID field.
4. Save the changes.

5. Referral Pop-Up Customization

TRIFFT offers full flexibility in customizing the referral pop-up shown to users.

Customizable Fields:

• Pop-Up Title: The main heading of your referral widget.
• Pop-Up Text: Primary message or description.
• Bottom Text: Optional footer message.

All of the above fields support rich text formatting, so you can:

• Insert hyperlinks
• Use bold, italic, or colored text
• Adjust font size

Design Customization:

• Background Color
• Text Color
• Border Color
• Image Upload: Add a promotional image or brand asset to the referral pop-up.

6. Summary

Best Practices

• Always test your referral flow in a Staging Environment before going live.
• Keep reward structures simple to avoid confusion for end users.