1. Referral Home Page: this page is where customers can to learn more about your referral program.

A. Customize your referral home page by going to CMS > Pages > Refer A Friend Public Page > Content and replace the content with the following block.  In the third line of code, there are merge fields that you will need to swap with credentials that we provided to you.  For example, where it says [programdomain], delete that and paste in the domain we provided to you.  The same goes for the [apikey] field. 

<div class='main-rewardstream'>
    <div class='spark-refer-embed'></div>
    {{block type="core/template" template="rewardstream/general_script.phtml"}}
    </div>

B. Enable your information page by going to CMS > Pages > Refer A Friend Public Page > Page Information, update the status to Enabled, and save.

C. The page is visible by all visitors at http://www.yourwebsite.com/refer.

2. Send Referral Page: this page is where your customers will send referrals and check their referral history.

A. Customize your My Account menu link by going to System > Refer A Friend by RewardStream > Configuration > My Account Menu Name and selecting a menu name (if blank, the default is “Refer A Friend”).

B. Customize your Send Referral page title by going to System > Refer A Friend by RewardStream > Configuration > Refer A Friend Page Title and selecting a page title (if blank, the default is “Refer A Friend”).

C. Customize your Referral Page content by going to CMS > Static Blocks > Refer a Friend Page Content and replacing the content with this block and setting the Status to Enabled:

<div class='refer-a-friend-page-content'>

<!-- Embeds the referral dashboard here -->

<div class='section-first'>

<!-- Referral interface embedded here using spark-refer-embed class -->

<div class='spark-refer-embed'></div>

</div>

<!-- Embeds a button for your customers to check their referral history -->

<div class='section-second'>

<h3>Referral History</h3>

<p>See a list of referrals you've made and the status of each referral:</p>

<!-- Referral activity statement opens here using spark-statement class -->

<p><a class='spark-statement' href='javascript:'><button class='button' title='Referral History' type='submit'><span><span>Referral History</span></span></button></a></p>

</div>

</div>

D. The page visible by customers who are logged in their My Account at http://www.yourstore.com/rewardstream/refer/index.

3. Checkout Success Message (optional): A message that appears at the bottom of your Checkout Success page to promote your referral program to your customers after successful purchases.

A. Customize your checkout success page block by going to CMS > Static Blocks > Refer A Friend Checkout Success Content and replacing the content with this block and updating the Status to Enabled:

<div class='main-rewardstream'>

<div class='spark-refer-embed'></div>

<script src=" https://[programdomain]/js/spark.v2.min.js?api_key=[apikey]"></script>

</div>

B. The content will be visible by all customers after they’ve made a purchase at http://www.yourwebsite.com/checkout/onepage/success.

4. Purchase Required Logic (optional) : A toggle that can prevent visitors that haven't made orders on your store to make referrals. We recommend disabling this toggle at launch.

A. Enable or disable the Purchase Required toggle by going to System > Refer A Friend by RewardStream > Configuration > Purchase Required. Enabling this toggle will require your customer to make a successful order on your store before they can send a referral.

B. If Purchase Required is enabled, go to CMS > Static Block > Refer A Friend Purchase Required Notification and update the Status to “Enabled”.

C. The static block will be visible by customers who are logged in their My Account but have not made an approved purchase at http://www.yourwebsite.com/rewardstream/refer/index.

If you'd like, RewardStream can configure the extension for you by giving RewardStream access to log in to your Magento admin panel, shoot us an email at getstarted@rewardstream.com 

Did this answer your question?