Set referral bonuses
In Settings, configure:Create and manage codes
Open Referrals in the Habit admin to:- Create a code for any customer in your store, including someone who hasn’t ordered yet. Choose your own code (for example
FRIEND10) or leave it blank to generate one, and set how many days it stays valid (blank = never expires). Codes you create don’t count toward the per-member limit. - See every code with its referrer, status (Active, Used, Expired, Revoked), who used it, and when it expires. Search by code, name, or email, or filter by status.
- Revoke a code so it can no longer be used.
How a referral converts
1
Share a code
You create a code in Referrals, or a signed-in customer gets one from the storefront widget or the customer account rewards block.
2
Apply it
The new customer enters the code under Have a referral code? in the cart (every plan, guests included; needs the Redeem points in cart app embed) or, on Shopify Plus, at checkout. The code is checked when they apply it.
3
Paid order
When that customer’s paid order goes through, Habit credits both bonuses and marks the code used. Each customer can be referred once, and self-referrals are rejected. To only accept codes on a customer’s very first order, turn on Only accept referral codes on a customer’s first order in Settings. If the order is later fully refunded, both bonuses are reversed.