Understanding platform navigation

Bloop adds seven entries to the app menu in your Shopify admin. This page is the map, so when a doc says “open the campaign’s Branding section”, you already know where that is.

Menu entry	What it opens
Home	Your overview: setup progress, the status cards, a summary of each program and your campaigns (below).
Referral program	Campaigns, contacts, orders and the rest of the referral tools (below).
Affiliate program	Campaigns, affiliates, sales, payouts and the rest of the affiliate tools (below).
Analytics	Reports on how your referral program performs. See Read your referral analytics.
Settings	Store-wide settings that both programs draw on (below).
Pricing plans	The Free and Premium plans, where you upgrade or change plan.
Help center	Step-by-step guides inside Bloop.

Home

Three status cards sit near the top of Home, side by side on a wide screen:

Card	What it tells you
App embed status	Whether the Bloop app embed is on in your live theme, with Turn on or Manage
Fraud detection	How many suspicious referrals are waiting, with Review to open the fraud center
App blocks status	Whether the Referral page, Referral Share Button and Affiliate registration form blocks are in your live theme

App blocks status starts collapsed with a summary such as “2 of 3 added”. Expand it to see each block as Added or Not added, with a hint where it belongs. Add to theme opens the theme editor with that block ready to place, and Check again reads your theme again. Bloop checks your published theme only, a block you hid in the theme editor counts as not added, and a change shows up once you save it in the theme editor. One block serves every active campaign, so you add each block once.

Below the cards, the Referral program card shows four numbers for the last 30 days, ending yesterday: net referral revenue, new customers, referral orders and new referrers. Click any of them, or View analytics, to open Analytics.

The single thing worth internalising: in the referral program, almost everything is inside a campaign. The offer, the audience, the widgets, the sharing channels, the emails, the A/B test — all of it belongs to one campaign, and a second campaign gets its own copy of every one. The top-level tabs are the things that span campaigns: your contacts, your orders, your numbers. To understand the concepts behind this, read How Bloop works.

The Referral program

Top-level tabs

Tab	What lives there
Campaigns	The list of your campaigns (up to five), where you create, duplicate and open them. You turn a campaign on or off from its own page. See Campaign setup.
Contacts	The customers who joined as referrers, across all campaigns, with search and a Campaign filter. See Contacts.
Orders	Referred orders, the rewards tied to them, and the cash payout queue. See Review and manage referral orders.
Analytics	Opens the main Analytics page. See Read your referral analytics.
Track Coupons	The discount codes the program has issued. See Track coupons.
Activities	A chronological log of program events. See Read the referral activity log.
Fraud center	Suspicious referrals held for review, and the Detection rules that decide what gets flagged or blocked. See Detect referral fraud.
Settings	Program-wide settings that apply to every campaign (below).

Inside a campaign

Open a campaign and you get its overview, grouped into four sections:

Group	Sections
Generals	Campaign detail · Target audience · Referrers
Reward	Referrer reward · Referee reward · Referral method
Promotion	Branding · Sharing channels · Email notifications · Language
Others	A/B Testing

The top of the overview has two controls. The switch beside the campaign’s name turns the campaign on or off, and disabling it stops links and codes, hides branding and pauses most emails. See Turn a campaign on or off. Preview journey shows each step a referrer and friend go through, with links to the matching settings. See Preview the referral journey.

A campaign also has its own Referrers view — the people enrolled in that campaign, with their tier and results — which is narrower than the store-wide Contacts tab.

Referral → Settings

Three sections, all shared by every campaign:

• Payment method — how you pay out cash rewards. See cash rewards.
• Reward review period — the delay before a reward is approved. See rewards.
• Order Settings — when a referral counts as successful, and when a reward is revoked. See rewards.

The fraud prevention checks that block a self-referral outright (same IP address, same browser) live with the detection signals in Fraud center → Detection rules. See fraud center.

The Affiliate program

Tab	What lives there
Campaigns	Commission structures and cookie windows. See Affiliate campaigns and commissions.
Affiliates	Add, approve and manage your partners. See Managing affiliates.
Sales	The orders affiliates drove, and the commissions to approve. See Affiliate sales tracking.
Payouts	Outstanding balances and payment history. See Affiliate payouts.
Branding	The registration form, portal style, translations, on-site content, and the portal guide. Start with the registration form.
Email	Notifications sent to affiliates. See Affiliate email notifications.
Settings	General, Automation, Order Settings, Payment. See Affiliate settings.

Store-wide Settings

Two tabs, shared by both programs:

• General: the email sender, email marketing sign-up, the referral sharing link, and the affiliate portal link. See General settings.
• Integration: Klaviyo, Mailchimp, and API & Webhooks. See Klaviyo, Mailchimp and the API & Webhooks overview.

A note on finding things

If a doc references a tab you can’t see, check that the matching program is enabled — the Referral and Affiliate areas appear independently, so a store running only referrals won’t show the Affiliate tabs until that program is set up. New to either? The two getting-started guides walk the setup end to end: Getting started with referrals and Getting started with affiliates.

Where to go next

• Learn what each area does conceptually in How Bloop works.
• Look up any unfamiliar tab or term in the glossary.
• Follow the customer and partner experiences in The referral journey and The affiliate journey.