Set up referrals
In this help article, you'll learn how to set up referrals for your checkout, so that when someone makes a purchase, you'll know whose link they used.
Add a field for your referral
To enable referrals, you need to add a hidden field to your checkout.
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Open your Checkout Page dashboard and click on the checkout you'd like to edit
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Head over to Fields and scroll down to Add custom field
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Type
Referral
into the Label and Placeholder fields -
Open Additional Settings and check Hide field
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Save your changes
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You can drag/drop the field to order the information on your payment page
Create a referral link
Now you can create referral links and share them with your customers.
Example:
- https://checkoutpage.co/c/business-name/referral=name
There is no limit to the number of links you can create.
Test payments
Let's use this referral link as an example:
- https://checkoutpage.co/c/business-name/referral=name
To make sure everything is working as expected, make a test payment from Checkout Page after setting up the hidden field.
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Open your Checkout Page dashboard and click on the checkout you'd like to edit
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Click Test payment on the top right
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From the Preview dropdown, click Payment link to open a payment link in a new tab
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Switch to the new tab and edit the end of the URL in the address bar to end
testing=1&referral=name
as per the example referral link -
Refresh the page and complete all the checkout fields
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Use the test card details found on the Test payment page to complete the card field (from steps 1 & 2)
View referral data
After someone made a purchase (or test payment) using one of the referral links, you can find the referral ID on the Payments tab.
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Open your Checkout Page dashboard and go to the Payments tab
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Click on the payment and scroll down to find Referral under Fields
You could also set up a zap to push the referral data to a CRM or spreadsheet where you could view and filter it by each referral.
Conditions
Checkout Page doesn't store a cookie for referrals meaning each referral is only valid for one session.
To keep earning referrals, the referral link must be used every time making a purchase.