How to add referral blocks to customer accounts

Available on

Every plan, including Free. Stores on an older plan need Scale.

Repeat customers are your most likely referrers, and the customer account is where they come back to check orders. Referral blocks there ask them on every visit, not just once after checkout. It is also the only place a referrer can enter the payment details a cash reward needs.

What you’ll set up

Block	Where it can go	What customers see
Referral Link	Profile, Orders, order status page	Their referral link and code, your share buttons, and a link to their referral hub
Referral Rewards	Profile	Every reward they’ve earned
Reward Payment Method	Profile	A form to choose how they get paid for cash rewards
Bloop: Referral Hub	Its own page in the account menu	Their full referral dashboard

All four are added in Shopify’s customer account editor. Bloop adds nothing to your customer accounts until you do.

How to add referral blocks to customer accounts

1. Open the customer account editor

   1. Open your campaign and go to Branding.

   2. Pick your applied theme in the Theme selector at the top.

   3. Click Customize on the Referral in customer accounts card:

      

   4. Click Edit in customer account editor. Shopify’s editor opens on the Profile page:

      

2. Add the blocks → Click Save

   1. Click the Apps icon.

   2. Under BLOOP Refer & Aff, click + next to Referral Link:

      

   3. Repeat for Referral Rewards and Reward Payment Method.

   4. The blocks appear in the Main list, where you can drag them into place. Click Save:

      

   Tip

   Add Referral Link to the Orders page too: switch page with the selector at the top of the editor. Customers checking an order are already engaged, and they visit Orders far more often than Profile.

   Important

   If your campaign pays cash rewards, add Reward Payment Method before you turn the reward on. Without it, referrers earn money you have no way to send.

3. Add the Referral Hub page → Click Save

   1. In the Apps panel, click + next to Bloop: Referral Hub:

      

   2. Accept the prompt to add it to the customer account menu.

   3. Click Save.

   See what the page shows below.

4. Edit the wording → Click Save

   1. Back in Bloop, open a section: Referral hub page, Referral link or Referral reward. The preview on the right updates as you type.

   2. Click View customer account to check it on your store:

      

   3. Click Save.

   Text is saved per language, like the rest of your campaign language settings. Switching language discards unsaved edits, so save first.

   Test it

   Log in to your store as a customer and open Profile. You should see the referral link and rewards. If nothing shows, check that you clicked Save in Shopify’s editor.

The Referral Hub page

Bloop: Referral Hub puts the whole referral hub inside the customer account: referral link and code, share buttons, tier progress, rewards and recent activity. Customers open it from the account menu like their orders, with no separate sign-in.

• Customers who haven’t joined yet see No Referral Hub yet, with a button to your referral page.
• Its wording is the Referral hub page section in Bloop, separate from your web referral hub’s text.
• It needs Shopify’s customer accounts, the version with the account editor. On legacy customer accounts, the blocks and the hub page can’t be added, so customers see nothing. Switch to new customer accounts in Shopify Settings → Customer accounts first.

The hub link

The Referral Link block ends with Access my Referral Hub, which opens the customer’s referral hub in a new tab. If they aren’t signed in to the hub on that device, Bloop emails a sign-in link to the address on their account.

Collect payment details for cash rewards

The Reward Payment Method block only offers the payout methods you turn on in Bloop.

1. Go to Settings → Referral → Payment method.

2. Tick each method you pay with. Use the pencil to edit one, or Add payment method for another. Click Save:

   

Referrers then pick a method and fill in its details in the block. You see them beside the referrer when you pay out. Until a referrer fills it in, their cash rewards wait in the payout queue with Referrer hasn’t added payment details yet.

Common mistakes to avoid

• Adding the blocks and never mentioning them. Nothing announces a new block in the account. Link to it from your welcome or reward emails.

Related

• Post-purchase popup - ask right after an order
• Referral hub - the full referrer dashboard
• Referrer and referee rewards - set up cash rewards
• Target audience - hide the program from customers outside it