How To Setup Shopify Referral Program In 2019

In this guide, we are using Omnistar Affiliate Software to set up a referral program for Shopify.

Omnistar Affiliate Software makes it easy to create and manage a referral program. Watch the video below to see how Omnistar Affiliate Software can grow your business.

Ready to get started? Install Omnistar Affiliate Software for your Shopify by clicking the link below.

Once installed, you can follow this guide to set up a referral program for your Shopify.

Do you want to grow your online business?

Of course you do…that is always the main priority and goal for entrepreneurs and business owners. Getting their business to get more customers, increase sales, and increase revenue.

As a Shopify store owner, you know how hard it can be to get traffic to your.

And even once you get the traffic, convincing customers is even harder!

Luckily for you, today we are going to show you how to grow your business with referral marketing

In this post, we will show you how to create a referral program for Shopify.

A referral marketing program is great for Shopify because it makes it easy for your customers to promote you.

This allows you to grow a marketing force. The best part about this is that the new sales you will get will be easy to convert because they trust the recommendations of their friends.

Let’s jump into the guide and get this going.

Step 1 – Create your Shopify Referral Program

Watch this video to see how to create a referral program for your Shopify.

Step 2 – Add your First Referral Campaign

In the Omnistar Affiliate dashboard, please click on campaigns.

Next, please click Add Referral Campaign.

You will now need to enter your referral campaign details.

Next, you want to enter the homepage to your Shopify store.

Click Finish to save your referral program.

Step 3 – Adding Customers to Your Referral Program

To have a successful Shopify referral program, you need to recruit customers to join your program. Here are some top ways to recruit customers to join your program.

1. Using Social Share Widget

You can embed our social share widget to your Shopify Store. This widget only asks customers to provide their email address to join your program. You can offer them and their friends a discount. Watch this video to see how it works.

2. Referral Website

Create a referral website where you can drive customers to so that they can join your referral program. This referral website is easily customizable. Watch this video to see how to customize the referral website.

3. Create and Embed Your Referral Registration Form on Shopify

You can create and embed a referral campaign registration form for your Shopify store. Just follow these steps to create one.

  • Click Campaigns
  • Manage Marketing Tools
  • Social Share Widget
  • Integrate a registration form into your existing website

You can now create and embed your registration form. It will look like this.

4. Add Customers Manually

If none of the above options work for you, you can add your customers to the system manually. Click on Manage Users then Add Users.

That’s it. You now know how to add customers to your referral program. It is time to provide them with marketing materials to promote you.

Step 4 – Adding Marketing Materials for Customers

Click Campaigns.

Next, click on Manage Marketing Tools.

From this area, you can add creatives that your customers can use to promote you.

Some of the creatives you can add are

  • Promos
  • Coupons
  • Email copy
  • Social shares
  • Banners

Step 5 – The Customer’s Referral Dashboard

You need to get familiar with the customer’s referral dashboard. This is where customers will promote you and keep track of their referral marketing success.

Here’s the customer’s referral dashboard.

As you can see, customers can easily get to their referral link as soon as they login

Customers can also promote you from any social platforms. They can click on the platform of their choice as shown here.

To keep track of their earnings, they can click on My Rewards

To see stats, they can click on Stats

Customers can also get their friends to join your Shopify referral program. They can do this by promoting their recruiting link shown here

That’s it. That was a quick summary for the customer’s referral dashboard. We will now show you how to pay your customers for successful referrals.

Step 5 – How to Pay Customers for Referrals

When customers send successful referrals, you can pay them from your admin dashboard. Click on Rewards.

Next, you can review invoices from here.

To pay your customers, click on Manage Invoices.

Next, check this box for the customers you want to pay.

After you have selected the invoices you want to pay, scroll down and from the dropdown, select Create Paypal Mass Payment File.

This will create a file you can upload into PayPal. When you upload this file, it will reward your customers.

This post has walked you through how to set up and create a referral marketing program for your Shopify store.

Please follow the detailed steps in this guide to integrate your Shopify store with Omnistar referral software.


3 Response to "How To Setup Shopify Referral Program In 2019"

  1. Comment From Jon Carson

    This guide really makes it seem easy. Thanks for the detailed walk through.

  2. Comment From Sue Larime

    Im super motivated to try an affiliate program now. I used to think it would be too much to manage, however now I know that its not.

  3. Comment From Heather Nimonds

    Looks like many others have had great success with affiliate programs. Its time for me to join them.

Leave a Reply

Your email address will not be published. Required fields are marked *