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

Customers

Your referral program runs on two kinds of people: referrers who share, and referees they bring in. The Customers tab is where both live as one list, so you can answer the questions that actually drive growth — who your best advocates are, who joined but never shared, and who came in through whom. It is also where you take the single highest-leverage action in any program: asking loyal customers to refer instead of waiting for them to discover the program on their own.

From here you filter by role, open any customer to trace their full referral chain, invite customers to become referrers in bulk, and set how referrers get paid when the reward is cash.

Filter the customer list

The list groups customers into tabs so you can focus on one role at a time:

Tab
Who it shows

All customers

Everyone, whether or not they joined the program

Referrer

Customers who joined and can share a link or code

Referee

Customers who were referred by someone else

Referral completed

Referees who completed a qualifying purchase

Not joined

Customers who have not joined the program yet

Each row shows the customer's program status (Joined or Not joined), their successful referrals, referral invites, and the revenue they have driven. You can search by name or email and sort the columns to find top referrers or inactive ones.

Open a customer's detail

Click a customer to open their detail view, which shows their place in the referral chain:

  • For a referrer, you see their referral link and code, the list of referees they brought in, and each referee's order, order value, and reward status (whether the referee's discount was used). Rewards the referrer has earned are listed by type — discount code, store credit, cash, or a custom reward shown by the description you gave it.

  • For a referee, you see who referred them and the discount they claimed.

  • Reward and order records link straight to the matching customer and order in your Shopify admin.

This is the fastest way to answer "where did this customer come from, and what have they earned?"

Invite customers in bulk

You can turn existing Shopify customers into referrers without waiting for them to join on their own:

  1. In the Customers tab, choose the customers you want to invite (or use the invite action to add a list).

  2. Confirm the invite. Bloop creates a referrer record for each new customer — complete with a unique share code — and skips anyone who is already a referrer.

  3. Bloop sends each invited customer your referral invitation email so they can start sharing right away.

Inviting in bulk is a quick way to activate loyal customers who would refer if you simply asked. You can customize the invitation email in the email settings.

Payment methods for cash rewards

If your campaign uses cash as the referrer reward, you process payouts yourself — so you need to know how to pay each referrer. Bloop lets you define one or more payment methods (for example, PayPal or bank transfer), each with the fields you want to collect.

  • You define the available payment methods and their fields in settings.

  • Each referrer selects a payment method and fills in their details, which Bloop stores against their record.

  • When you run a payout, you have the payment details you need for every referrer.

Payment methods only apply to cash rewards. Discount-code and store-credit rewards are issued automatically and need no payout step.

Next steps

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