> For the complete documentation index, see [llms.txt](https://docs.bixgrow.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.bixgrow.com/referral-program/customer-profile-referral-block.md).

# Customer profile referral block

Advocates can log in to their customer accounts on your Shopify store to view and track their referral activity.

## How to set up

{% stepper %}
{% step %}

### E**nable the function**

Go to **Referral program** > **Display** > **Customer profile referral block**.

<figure><img src="https://1262132294-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8I1FvDPwi1VP7QixsjAS%2Fuploads%2FbytZDs07arzSxRT41U4a%2Fimage.png?alt=media&amp;token=e77275a0-bf7f-47d5-bce5-c9824976cf16" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1262132294-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8I1FvDPwi1VP7QixsjAS%2Fuploads%2FayK4MYGDcgMeBAD2bmX6%2Fimage.png?alt=media&amp;token=b174a445-e2a8-4c38-8004-e4eab9faa670" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Give the app permission to view customer data

After turning it on, you will need to grant the app permission to access customer data so it can properly retrieve and display the required customer information.

<div align="left"><figure><img src="https://1262132294-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8I1FvDPwi1VP7QixsjAS%2Fuploads%2FIMdjEp0JSOQoh7PbQWhm%2FScreenshot%20(32).png?alt=media&amp;token=2c7c7fff-3516-4a94-a693-f2d95bb15c93" alt=""><figcaption></figcaption></figure></div>

<div align="left"><figure><img src="https://1262132294-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8I1FvDPwi1VP7QixsjAS%2Fuploads%2FUMricTnwkyH1RBEzgzHh%2FScreenshot%20(33).png?alt=media&amp;token=43fbe462-8493-4f5e-a608-b727ebc4f2b7" alt=""><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

### Create a page for the Customer profile referral block

Go to your **Shopify** menu > **Content** > **Menu** > Customer account main menu to create a page for the **Customer profile referral block**.

<figure><img src="https://1262132294-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8I1FvDPwi1VP7QixsjAS%2Fuploads%2FmUyT5UwOsceX6y75a4ty%2Fimage.png?alt=media&amp;token=959462a1-5d3f-4756-b72a-6b8015e14129" alt=""><figcaption></figcaption></figure>

Click **Add menu item**.

<figure><img src="https://1262132294-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8I1FvDPwi1VP7QixsjAS%2Fuploads%2FAdTE1eDi4g9E4m0uF1Ud%2Fimage.png?alt=media&amp;token=de74784f-66b1-4398-af6e-14bd136e3990" alt=""><figcaption></figcaption></figure>

Label it "**Refer a friend**", for example. In the **Link** section, scroll down to find Apps, and add the customer-account-referral-page.&#x20;

<figure><img src="https://1262132294-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8I1FvDPwi1VP7QixsjAS%2Fuploads%2FhsZWGy0NZVUIPHV0TFA1%2Fimage.png?alt=media&amp;token=ebc141a7-9932-4288-85ef-8aa4cd01997c" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1262132294-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8I1FvDPwi1VP7QixsjAS%2Fuploads%2FQvqRzcheTDiH7QKkghkt%2Fimage.png?alt=media&amp;token=66e05e39-3248-4e99-93a9-497d62335e67" alt=""><figcaption></figcaption></figure>

Click **Save** to complete.

<figure><img src="https://1262132294-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8I1FvDPwi1VP7QixsjAS%2Fuploads%2F6g65v3NeqnakCGWbvtGC%2Fimage.png?alt=media&amp;token=6fc74c68-b104-41d8-833e-f5a663bb3fb9" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Add the Customer profile referral block to your&#x20;

Go back to the **Customer profile referral block** setting in the referral program.

<figure><img src="https://1262132294-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8I1FvDPwi1VP7QixsjAS%2Fuploads%2FbytZDs07arzSxRT41U4a%2Fimage.png?alt=media&amp;token=e77275a0-bf7f-47d5-bce5-c9824976cf16" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1262132294-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8I1FvDPwi1VP7QixsjAS%2Fuploads%2FayK4MYGDcgMeBAD2bmX6%2Fimage.png?alt=media&amp;token=b174a445-e2a8-4c38-8004-e4eab9faa670" alt=""><figcaption></figcaption></figure>

Next, you need to add the **Customer profile referral** **block** in the theme settings so advocates can see it after logging into their customer accounts on your Shopify store.

Click **Go to theme settings**, you will be redirected to the Shopify theme editor to add the referral page to the customer profile.

<figure><img src="https://1262132294-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8I1FvDPwi1VP7QixsjAS%2Fuploads%2FPPxUWgtPffyySIn5Kalc%2Fimage.png?alt=media&amp;token=392e9f90-19f2-4df5-8e1f-f3ed75fdf3e4" alt=""><figcaption></figcaption></figure>

Move to the **Refer a friend** page, search for the **customer-account-referral-page** and add it to the page.

<figure><img src="https://1262132294-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8I1FvDPwi1VP7QixsjAS%2Fuploads%2Fh8MRHVGJQN9qcVD0ewQB%2Fimage.png?alt=media&amp;token=84dbdc20-ac64-4001-a9c9-e0b5d1b4d3c2" alt=""><figcaption></figcaption></figure>

Now click **Save** and the setup is all done.
{% endstep %}
{% endstepper %}

### How advocates check their referral activity

Now advocates can open your store website and log into their customer accounts using their advocate account email address.

<figure><img src="https://1262132294-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8I1FvDPwi1VP7QixsjAS%2Fuploads%2FBj6sb1aZQdmfBI6DrKxG%2Fimage.png?alt=media&amp;token=6ca189ad-84d6-4221-b1f5-be7d4f951266" alt=""><figcaption></figcaption></figure>

From there, they can track their performance, including total referrals, total sales, order numbers and claim rewards such as:

* [Discount codes](https://docs.bixgrow.com/referral-program/set-up-rewards/discount-codes#how-advocates-claim-their-discount-codes)
* [Store credit](https://docs.bixgrow.com/referral-program/set-up-rewards/shopify-store-credit#how-advocates-view-their-available-store-credit-balance)
* [Free product](https://docs.bixgrow.com/referral-program/set-up-rewards/free-product#redeem-free-product-on-customer-profile-account)

<figure><img src="https://1262132294-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8I1FvDPwi1VP7QixsjAS%2Fuploads%2FpDb1hHPQIAWVcY7RGjV4%2Fimage.png?alt=media&amp;token=0cde39c7-9714-42b0-afe1-8fe3db69fad5" alt=""><figcaption></figcaption></figure>

### Edit translations

If your store supports multiple languages, you can select a language here and customize the text displayed in the **Customer Profile**. This allows advocates to view the referral information in their preferred language.

<figure><img src="https://1262132294-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8I1FvDPwi1VP7QixsjAS%2Fuploads%2FD6FXb1RaugIMSRKmWl2J%2Fimage.png?alt=media&amp;token=378851b7-bdca-493f-baf5-42a2f6680aa0" alt=""><figcaption></figcaption></figure>
