Commerce glossary

Customer referrals

Customers share a personal link with friends, and the store rewards the customer, the friend or both when the friend buys, with checks against abuse.

30 parts and 14 phrases. Apps in this area include ReferralCandy, Smile.io, Friendbuy, Talkable, Yotpo Referrals.

Rewardsreferral.rewardShowWhat the referring customer and the friend each get, and when it is paid.
Reward for the referrerreferral.reward.referrerShowWhat the customer who shared the link receives.

How to extend

  • EventMany side by sideevent.order.paidA plugin that pays referrers in discount codes or cash reads referred paid orders from the order event.
PartLitestore todayHow to extend
Points rewardreferral.reward.referrer.pointsThe points reward adds a fixed number of loyalty points, one hundred by default, to the referrer's balance.
Coremodules/creators/referrals/customer-referrals.ts
Event · many
Discount code rewardreferral.reward.referrer.discount_codeA code reward emails the referrer a one-time discount code for their next order.
Plugin
Event · many
Cash rewardreferral.reward.referrer.cashA cash reward pays the referrer money, such as by a wallet transfer or a gift card.
Plugin
Event · many
Bigger reward for more referralsreferral.reward.referrer.tieredA tiered referral reward raises the reward after the referrer reaches a set number of successful referrals.
Plugin
Event · many
Reward for the friendreferral.reward.friendShowWhat the referred friend receives on their first order.

How to extend

  • EventMany side by sideevent.customer.createdA friend-offer plugin issues a welcome code when a referred account is created.
PartLitestore todayHow to extend
Friend discountreferral.reward.friend.discountA friend discount is a money or percentage discount the referred friend can use on their first order.
Plugin
Event · many
Friend free shippingreferral.reward.friend.free_shippingA friend free-shipping offer removes the shipping charge on the referred friend's first order.
Plugin
Event · many
When the reward is paidreferral.reward.timingShowThe conditions and waiting period before a reward is granted, and how it is taken back.

How to extend

  • Core onlyThe hold, the qualifying check and the take-back protect a conserved points balance, so they stay in core.
PartLitestore todayHow to extend
First order onlyreferral.reward.timing.first_orderA referral counts only for the friend's first order; later orders by the same friend earn nothing.
Coremodules/orders/payments/payment-webhook.ts
Core only
Hold periodreferral.reward.timing.holdThe hold waits a set number of days, fourteen by default, after the order is paid before the reward is granted, to cover the refund window.
Corejobs/referral.reward.ts
Core only
Fully paid checkreferral.reward.timing.fully_paidThe fully paid check grants the reward only when the order has no refund at the end of the hold.
Coremodules/creators/referrals/customer-referrals.ts
Core only
Take-back on refund or cancelreferral.reward.timing.take_backA take-back removes a referral reward that was already granted when the friend's order is later refunded or cancelled.
Coremodules/orders/refund-reversal.ts
Core only
Sharingreferral.shareShowThe personal link a customer shares, and the places they are asked to share it.

How to extend

PartLitestore todayHow to extend
Personal referral codereferral.share.personal_codeEach customer has a unique referral code, and a referral link record for it is created the first time it is needed.
Coremodules/customers/referral-links.ts
Slot · many
Copy link buttonreferral.share.copy_buttonThe copy button puts the customer's referral link on the clipboard with one tap.
Coremodules/creators/storefront/share-earn-section.tsx
Slot · many
Prompt after purchasereferral.share.after_purchase_promptThe order success page shows the customer their referral link and the reward for sharing it.
Coreapp/(web)/cart/success/page.tsx
Slot · many
Email invitereferral.share.email_inviteAn email invite sends the referral offer from the store to addresses the customer types in.
Plugin
Slot · many
Share buttonsreferral.share.share_buttonsShare buttons open a chat app, a social network or a text message with the referral link already filled in.
Plugin
Slot · many
Trackingreferral.trackShowHow a friend's visit, sign-up and order are linked back to the customer who referred them.

How to extend

  • Core onlyAttribution sets who is credited for an order, which moves points and money, so it stays in core.
PartLitestore todayHow to extend
Referral cookiereferral.track.cookieThe referral cookie stores the referring customer on the friend's browser, and checkout copies it onto the order.
Coreapp/r/[code]/route.ts
Core only
Attribution windowreferral.track.windowThe attribution window is the number of days, thirty by default, that a referral click still counts toward a later order.
Coreplatform/config/affiliates.ts
Core only
Referred sign-upreferral.track.signupA referred sign-up stores the referring customer on the friend's new account, so orders placed later still count.
Coremodules/customers/ensure-customer.ts
Core only
Click countreferral.track.click_countThe click count records how many times each referral link has been opened.
Coremodules/customers/referral-links.ts
Core only
One credit per orderreferral.track.one_creditAn order credited to a creator pays the creator's commission only, and no customer referral reward is added on top.
Coremodules/orders/payments/payment-webhook.ts
Core only
Abuse checksreferral.fraudShowChecks that stop customers rewarding themselves or leaking offers.

How to extend

  • EventMany side by sideevent.order.paidA fraud-check plugin reads referred paid orders and flags matches for staff while the reward is on hold.
PartLitestore todayHow to extend
Self-referral blockreferral.fraud.self_referralThe self-referral block drops the referral when the friend's email or account is the referrer's own.
Coremodules/customers/ensure-customer.ts
Event · many
Program on or offreferral.fraud.program_switchThe program switch turns customer referral rewards on or off for the whole store.
Coreplatform/config/affiliates.ts
Event · many
Address and device matchreferral.fraud.detail_matchA detail match compares the friend's name, shipping address and IP address with the referrer's and flags orders that match.
Plugin
Event · many
Review before payoutreferral.fraud.review_queueA review queue lists flagged referrals so staff approve or disqualify each before the reward is paid.
Plugin
Event · many
Single-use friend codesreferral.fraud.single_use_codeSingle-use friend codes give each friend their own code, so a code posted on a coupon site works only once.
Plugin
Event · many
Reportingreferral.reportShowWhere the customer and the staff see referral results.

How to extend

  • Assistant toolgetSalesBySourceThe assistant reads revenue and order counts by traffic source, including referral traffic.
  • SlotMany side by sideadmin.slot.customer.blockA reporting plugin shows a customer's referral results on their admin page.
PartLitestore todayHow to extend
Referral results in the accountreferral.report.customer_statsThe account shows the customer their referral link, the orders it brought in and the points it earned.
Coremodules/promotions/storefront/queries.ts
Assistant toolSlot · many

What the phrases mean

The words apps use for a feature, and the plain parts the feature is made of, in the order they happen.

Phrases left out

These phrases mean different things at different apps, so the glossary doesn't map them.

  • referral programSome vendors use it for customer refer-a-friend and others for paid affiliate programs.
  • referral codeIt names the referrer's link at some vendors and the friend's discount code at others.
  • ambassador programIt means a refer-a-friend program at some vendors and an affiliate or creator program at others.
  • word of mouthIt describes the goal, not a part.

Sources

The app documentation these parts were checked against.