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Referral & Affiliate Program

~6 min read1 articles

Let existing customers share a personal referral code and link to invite friends, rewarding successful referrals with store credit

Referral & Affiliate Program Overview

The system offers two mechanisms that can run at the same time, both paying rewards as store credit. The Referral Program is open to every member — members obtain and share their own referral code. The Affiliate Program is for individual members you designate, who receive their own reward settings and keep earning commission on every completed order.

ItemReferral ProgramAffiliate Program
Who it targetsAll members; members join on their ownIndividual members you designate one by one
Reward conditionsOne shared setting for all membersEach partner can have independent rewards that override the store-wide settings
Reward continuityPaid per the store-wide settingAfter a successful referral, commission is earned on every completed order thereafter
How to joinMembers obtain a referral code on their account pageThe merchant adds partners manually in the admin
Best forEncouraging word-of-mouth from regular customersRevenue-sharing partnerships with influencers and long-term affiliates

How to Access

In the admin, open "Advanced Promotions" and select "Referral" to reach the Referral & Affiliate Program page. The page has three tabs at the top: Referral Program, Affiliate Program, and Records.

Referral Program Tab (Store-wide Settings)

Once you turn on the "Referral Program (all members)" toggle, every member can obtain a referral code on their account page and take part. The following can be configured:

Referral Offer (for the referred customer)
Select a promotion the referred customer can enjoy after completing their first order. If the list is empty, first create a referral-type promotion in promotion management.
Referrer Cumulative Spend Threshold
The referrer's own cumulative spend must reach this amount to be eligible to refer others and earn rewards. Leave blank for no threshold.
Reward Type
Choose "percentage of order amount (%)" or "fixed store credit".
Reward Amount / Rate
The reward paid for each successfully referred order. Fixed store credit accepts whole numbers only.
Reward Cap
The maximum store credit obtainable from a single referral (one order). Leave blank for no cap.
Maximum Cumulative Reward
The total store credit cap each referrer can accumulate. Once exceeded, the referrer earns no further rewards.

Affiliate Program Tab (Individual Partners)

Use this to designate long-term partners one by one and set independent rewards for each. Click "Add Affiliate Partner" at the top right and follow these steps:

  1. Select a memberClick "Select Member" to open the picker, search by email or name and filter by member tier, then click "Select".
  2. Confirm partner typeThe partner type is fixed as "long-term partner" — after a successful referral, commission is earned on every completed order.
  3. Set the referral offerChoose the promotion the referred customer can enjoy after ordering, or select "no offer".
  4. Set the rewardChoose the reward type (percentage or fixed amount), enter the reward amount/rate, and optionally set a reward cap and maximum cumulative reward.
  5. SaveClick "Save" when done. The partner list shows buyer email, referral code, reward, confirmed balance and status, and each partner can be enabled or disabled at any time.

Records Tab

A list of all referral and affiliate reward records, including referrer, referred customer, order number, type, order amount, reward amount, status and creation date. Reward status has three states:

Pending
The referral is established; the reward awaits order completion before release.
Released
The store credit has been released to the referrer's account and is ready to use.
Cancelled
The referral has been cancelled and will not be paid (e.g. the order was cancelled or refunded).

What Customers See

  • Get a referral codeAfter signing in, on the "My Referral Code" page the customer sets a custom code of 4-10 uppercase letters or digits, or generates one at random; once set, the code cannot be changed.
  • Copy the referral linkThe Referral Program offers "Copy Link"; the Affiliate Program offers "Copy Homepage Link" and "Copy Registration Link" for easy sharing.
  • View stats and recordsThe page shows the number of people referred, store credit earned, program details and referral records.
  • Apply at checkoutA referred customer expands the "Referral Code" field at checkout to enter and apply the code; entering via a referral link fills it in automatically. The referral offer is valid for 3 days.
Things to NoteBoth referral and affiliate rewards are paid as store credit, so confirm your store credit rules first. Only after the store-wide referral program is turned on will regular members see the referral code entry on their account page. When working with long-term partners, you can set a higher commission rate for individual partners without affecting the referral conditions for regular members.
Still have questions? Contact us directly via WhatsApp 39745020If merchants have any questions while building their online store, feel free to contact SHOPAGE's professional website consultants anytime. We are happy to help. Thank you!
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