For the complete documentation index, see llms.txt. This page is also available as Markdown.

How customers share referral links

_This article's section starts at 4:25 in the video._

A referral program only works if customers can find their code without hunting for it. This page maps every storefront surface where a customer's referral code and share link appear, so you can decide which ones to enable and know what customers see on each.

Prerequisites

What customers actually share

Each customer holds one referral code (e.g. FRIEND-8FK2). The share surfaces wrap it in a link of the form https://your-store.com/?ref=CODE, plus a pre-written share message. Attribution is code-based: the friend must apply the code on their order, because clicking the link alone doesn't record anything (How referral rewards are calculated & tracked).

The share surfaces

Surface
Where
What the customer sees

Floating cashback widget

Site-wide launcher

Their referral code and link in the widget's referral view, alongside balance and ways to earn

Customer account blocks (Γ—3)

Orders page Β· order status page Β· profile page

Referral code with copy-to-clipboard, plus their referral history

Loyalty page referral block

Your loyalty page

The code, a copy button, and share buttons: email, Facebook, X, WhatsApp

Thank-you page referral block

Right after checkout

A referral invite with a copyable link, in separate versions for guests and logged-in customers

Floating widget

The referral view inside the floating widget is the always-available surface: any page, any time. Customers must be signed in to see their personal code; signed-out visitors see a login prompt. Styling and labels are editable in DollarBack admin β†’ Customization (The floating cashback widget).

Customer account blocks

Three referral blocks live in the new customer accounts area (the orders index, the order status page, and the profile page), so the code is in reach exactly where customers check on an order. Each block shows the code with a copy button and message templates you can customize (Customer account blocks).

Loyalty page

The loyalty page's referral block is the richest surface: headline, the program pitch (what the friend gets, what the referrer earns), the code with a copy button, and one-tap share buttons for email, Facebook, X, and WhatsApp that open pre-filled with the share message and link. All of the copy is editable, including the separate logged-in and logged-out variants (Set up the loyalty page).

Thank-you page

The moment right after a purchase is peak goodwill, so the thank-you block invites the buyer to refer. It has distinct guest and logged-in states with a copyable link and its own imagery and copy (Checkout & thank-you widgets).

Verify it works

Sign in as a test customer and walk the loop: open the widget, an account page, the loyalty page, and place a small order to see the thank-you block. The same code should appear on every surface. Tap a share button (WhatsApp is easiest on a phone) and confirm the message arrives with the working link and code.

Common issues

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