Introduction

Referrals are a great way to expand your reach and grow your customer base.

Here's what we're covering:

📋 Note for BigCommerce Users:

Smile completes referrals based on the first order made by the friend in a referral. It's worth noting that BigCommerce will create duplicate orders and only complete the second one if the customer navigates away from billing, either to go back in the checkout flow or even if payment is declined. This first order that does not complete will be considered an 'Incomplete' order and we won't be able to complete the referral because of this. When this happens - we recommend manually awarding the advocate with the advocate reward.

The Referral Flow

In Smile, the referral flow is simple.

1. Your Customer Advocate refers their friend by sending them their referral URL.

2. When customer B clicks the URL and enters their email, they will get their reward. They will then have the ability to click 'Apply Code' - which directly adds the code to their shopping cart.

3. If they then go on to make a purchase, the Advocate will get their reward.

Note that the friend does not need to create an account, nor use the friend reward that they redeemed in order to complete the referral. They would just have to make a purchase!

Sending referrals from the customer panel

With a Smile referral program, your customers are encouraged to share their referrals from directly within the customer panel. By default the sharing options are Facebook, Twitter, and email.

Advocates can also copy and paste their referral url and send it to friends and family wherever they like.

📋 Note:
If a customer has checked out as a guest before, or entered their email in any capacity they will not be able to use the referral link (as they will already have an email associated with their name) and will therefore not be eligible.

Sending referrals from the post-purchase page

✅ The Guest Referrals feature is only available for merchants on the Shopify platform

✅ The Nudges feature is available for merchants on Shopify or BigCommerce, and the Growth plan or above.

If you have guest referrals enabled or you have the referral nudge turned on - non-members and members respectively can get and send their referral links through the post purchase on-site message:

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