UpPromote: Affiliate marketing
Install UpPromoteLog inWebsiteResources
  • About UpPromote: Affiliate & Referral Marketing
  • UpPromote Changelog
  • Recommended partners
    • Theme partners
    • App partners
      • Marketing and conversion
      • Store management
      • Selling product
      • Store design
        • Pop-up
        • Page Builder
        • Product Reviews
        • Product Options
        • Navigation and filters
      • Orders and Shipping
      • Profit calculator
    • Service partners
  • Basic knowledge
    • Affiliate Marketing Definition
    • Basic terms
    • Merchant roles in Affiliate Marketing
    • Affiliates' role in Affiliate Marketing
  • Build and Management
    • Affiliate registration page
      • Add Registration form to Storefront
      • Get Registration form link for each program
      • Registration page editor
      • Add/edit form fields
      • Benefit text display
      • Terms and Conditions sample
      • Privacy Policy sample
      • Social sharing - Clear link preview cache
      • Hide Registration form sidebar
      • Post-registration thank you page
    • Programs
      • Program list
      • Add/edit programs
        • Commission structure
          • Commission rate on order value
        • Commission calculation settings
        • Special product commission
        • Exclude products/collections from commission
      • Default payment method
      • Auto-discounts for customers with the affiliate link
      • New customer commission
      • Lifetime commissions
      • Coupon code commissioning
      • Exclude self-referrals
      • Auto-tier commission
    • Affiliates
      • Approve/Deny/Delete an affiliate
      • Affiliate profile
      • Import/Export affiliates
      • Connect Customers
      • Connect Products
    • Referrals
      • ‼️Tracking types and priority
      • Referral list & details
      • Approve/deny a referral order
      • Manually add referral
      • How to get Order ID
      • Refunded/Cancelled Orders
      • Customer journey
    • Payments
      • Set up payment methods
      • Affiliate's payment details not specified
      • Export invoice
        • EU format invoice
      • Manual payouts
      • In-app payouts
        • Store Credit
        • Store Credits process
        • PayPal integration
        • PayPal Payouts
        • Schedule auto-payment
      • Tax on paid commissions
    • Display
    • Custom columns
    • Home
      • Custom domain (white-label)
    • Analytics
      • Top affiliates
      • Product analytics
  • Motivation
    • Coupons
      • Assign coupons to affiliates
        • Combine multiple coupons
      • Edit/Delete coupon
    • Media Gallery
    • Bonuses
    • Gifts for affiliates
  • Outreach
    • Affiliate Recruitment
      • Customer Referral
        • Add Referral signup form to store pages
      • Multi-level Marketing
      • Refer-a-friend
      • Marketplace listing
        • UpPromote Marketplace Terms & Conditions for Merchants
    • Affiliate Communication
      • Email notification to affiliates
        • Automatic email templates
        • Bulk email
        • Use Merchant email as the sender's email
      • In-app chat with affiliates
        • Chat plugin integration
          • Tawk.to chat integration
          • Tidio chat integration
          • Chatra chat integration
          • Crisp chat integration
  • ⚙️Settings
    • General settings
      • Contact email
      • Brand settings
      • Favicon
      • Cookie
      • Impact on changing Shopify store currency
      • Weekly email report
      • Auto-activate affiliates
      • Auto approve orders
      • Record pending orders as referrals
    • Affiliate link settings
      • Default affiliate link
      • Custom Link
        • Allow affiliates to customize their own link
        • Auto-create custom link
      • Shorten affiliate links with Bit.ly
      • Add UTM parameters to affiliate link
    • Affiliate coupon settings
      • Auto-generate coupon
      • Allow affiliates to enter their preferred coupon code while registering
    • Integrations
      • Integration - Page builder
      • Integrations - Email services
      • Integrations - Subscription/payment apps
      • Integrations - Shopify functions
      • Integrations for affiliates
      • Other integrations
    • Fraud detection
      • Fraud protection - Affiliate signups
      • Fraud protection - Sales & commission
    • Advance settings
      • Message bar
      • Connect multiple stores
      • Staff accounts
    • Profile settings
      • Activity log
    • Interface translation and Registration form translation
    • Affiliate admin settings
      • Affiliate guide page
      • Affiliate guide template
      • Affiliate login page
      • Common Custom CSS codes to customize the affiliate account
      • Multi-language for affiliate admin
    • Tax documents
      • Require W-9 form submission
      • Generate 1099-NEC forms
  • Guide for affiliate
    • Affiliate Admin
      • Affiliate Admin - Dashboard
      • Affiliate Admin - Commissions
      • Affiliate Admin - Payment
      • Affiliate Admin - Network
      • Affiliate Admin - Marketing tools
      • Affiliate Admin - Settings
        • How can affiliates update their payment details?
        • Submit W-9 form
        • Download 1099-NEC forms
    • Affiliate guide & tips for success
      • Quick guide for Affiliates to get started
        • Getting started
        • Promotion resources
        • Start promoting
        • Track your performance
      • Tips for Affiliate success
        • Tips for success (part 1): Attract customers for better conversion
        • Tips for success (part 2): Improve your earnings and more
    • Guide for Beginners of Affiliate Marketing
      • Guide for Beginners of Affiliate Marketing
    • How to refer UpPromote: Affiliate Marketing?
  • UpPromote Marketplace
    • How do I get started as an UpPromote affiliate?
    • Marketplace account guide
      • Home
      • Find offers
      • Find products
      • My offers
      • Commissions
      • Settings
    • Marketplace affiliate ranking
    • UpPromote Marketplace Terms & Conditions
  • Work with Affiliates
    • Analytics
    • Where can affiliates find resources to promote a merchant's shop?
  • Recruit affiliates
    • Tips to recruit more affiliates
    • 6 Free Influencer Outreach Templates - Email & Direct Message
  • Pricing plans
    • Pricing details
    • What's in the Growth plan?
    • What's in the Professional plan?
    • What's in the Enterprise plan?
    • Approve/deny up to 200/300/600 referral orders per month
    • Pricing FAQs
    • UpPromote's refund policies
  • Privacy Policy
    • Privacy Policy
  • Best practices
    • Best practices to grow your Affiliate campaign
    • Create affiliate landing pages to optimize your affiliate campaign
    • Affiliate landing page example
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On this page
  • Post-purchase popup
  • Convert signed-up customers to affiliates
  1. Outreach
  2. Affiliate Recruitment

Refer-a-friend

Available from the Growth plan

PreviousMulti-level MarketingNextMarketplace listing

Last updated 3 months ago

Post-purchase popup

Important notice: The Post-purchase popup feature will be removed on January 21, 2025, due to . We recommend transitioning to the Post-purchase signup feature, which aligns with Shopify’s Checkout Extensibility framework. Please update your workflows accordingly.

Transition to Post-purchase signup

To continue engaging customers post-purchase, we recommend transitioning to the Post-purchase signup feature, which offers:

  • Compatibility: Fully aligned with Shopify’s Checkout Extensibility framework.

  • Enhanced experience: A streamlined signup flow for better customer engagement.

  • Ease of use: Simple setup and customization for merchants.

For step-by-step instructions on implementing the Post-purchase signup feature, please refer to this .

Convert signed-up customers to affiliates

As of 7 June 2024, the Convert signed-up customer feature will be unavailable for all new merchants installing the app. This decision has been made to align with Shopify Checkout Extensibility.

Besides the Post-purchase popup, you can enable a new feature: Convert signed-up customers from your shop to affiliates. Please go to Outreach > Affiliate recruitment > Convert signed-up customers.

When customers register their accounts in your shop, our system will automatically create affiliate accounts for them. They will then get a notification email with their affiliate links and their affiliate log-in details.

Firstly, enable this feature and choose a program you want your customers to be in:

Note: The "Assign customer as downline affiliate" setting is only available in the Enterprise plan.

You will be able to customize the notification email sent to new registered customers.

Click Save to save your settings.

TIP: Create a separate program for Converted customers, you can set this program to pay with exclusively. That will help to keep your customers as loyal customers.

Store credit
Shopify’s deprecation of ScriptTag on checkout
documentation