> ## Documentation Index
> Fetch the complete documentation index at: https://docs.yuko.so/llms.txt
> Use this file to discover all available pages before exploring further.

# Program Setup

> Configure the referral rewards, sharing channels, fraud prevention and UTM tracking for your referral program.

<Note>
  **Where to find this:** Shopify admin → Apps → Yuko Loyalty → Referral → Program Setup
</Note>

## Introduction

This is the single page where you configure the entire referral program — rewards on both sides, where customers land, what channels they share through, and how Yuko stops fraud.

## What problem this solves

Most referral programs require stitching together a referral app, a discount engine, a tracking tool and an email tool. Yuko's referral program covers all of that in one configuration.

## When to use

* During the initial launch of the referral program.
* Any time you want to change reward values or add a sharing channel.
* When you suspect fraud and need to tighten controls.

## Overview

* Enable / disable the program.
* Configure referrer and friend rewards (see [Reward Types](/referrals/reward-types)).
* Set the landing URL friends arrive at.
* Enable sharing channels (Twitter / X, Facebook, Email, WhatsApp).
* Set fraud prevention rules.
* Configure auto-enrollment.
* Set UTM parameters for analytics attribution.

## Before you start

<Check>Yuko app is installed on your Shopify store — see [Install Yuko on Shopify](/installation-and-setup/install-on-shopify).</Check>
<Check>The Yuko **Theme App Embed** is enabled in your active theme.</Check>
<Check>Your loyalty program is enabled at **Shopify admin → Apps → Yuko Loyalty → Loyalty → Settings**.</Check>
<Check>Points label and currency are configured.</Check>

<Check>You've reviewed [Reward Types](/referrals/reward-types) and decided what each side gets.</Check>

## Setup guide

### 1. Enable the program

<Steps>
  <Step title="Open Program Setup">
    In your Shopify admin, go to **Apps → Yuko Loyalty → Referral → Program Setup**.
  </Step>

  <Step title="Toggle Enable Referral Program">
    Turn the program on. Settings below become editable.
  </Step>
</Steps>

### 2. Configure the referrer reward

<Steps>
  <Step title="Open Referrer Reward">
    Pick the reward type the referrer gets when their friend converts. See [Reward Types → Referrer reward types](/referrals/reward-types#available-reward-types-for-referrers).
  </Step>

  <Step title="Set the value">
    Enter the points / discount value, and any expiry.
  </Step>

  <Step title="Cap per referrer (optional)">
    Limit how many successful referrals one customer can earn rewards for.
  </Step>
</Steps>

### 3. Configure the friend reward

<Steps>
  <Step title="Open Friend Reward">
    Pick the reward the friend gets on their first order. Friend rewards are discount-based only.
  </Step>

  <Step title="Set value and minimum">
    Enter the value and any minimum cart amount required.
  </Step>
</Steps>

### 4. Set the landing URL

<Steps>
  <Step title="Set the landing URL">
    The page friends are sent to after clicking the referral link. Typically `/`, a featured product, or a dedicated landing page (e.g., `/pages/welcome`).
  </Step>
</Steps>

### 5. Enable social sharing

<Steps>
  <Step title="Toggle channels">
    Pick which channels appear in the referral widget:

    * Twitter / X
    * Facebook
    * Email
    * WhatsApp
  </Step>

  <Step title="Customise share copy">
    Optional: pre-fill the message that opens in each channel.
  </Step>
</Steps>

### 6. Configure fraud prevention

<Steps>
  <Step title="Block self-referral">
    Prevent the same customer from being both referrer and friend (matched by email, IP or device).
  </Step>

  <Step title="Block disposable email domains">
    Reject referrals from temporary-email services (configured in **Account & Settings → Email Blacklist**).
  </Step>

  <Step title="Cap per IP / device">
    Limit how many referrals can come from the same IP or device.
  </Step>
</Steps>

### 7. Configure auto-enrollment

<Steps>
  <Step title="Pick enrollment mode">
    <AccordionGroup>
      <Accordion title="Auto-enroll all customers">
        Every customer gets a referral link by default. Recommended.
      </Accordion>

      <Accordion title="Manual enrollment">
        Customers must opt in to participate. Use only if you have legal or brand reasons.
      </Accordion>
    </AccordionGroup>
  </Step>
</Steps>

### 8. Set UTM parameters

<Steps>
  <Step title="Configure UTM parameters">
    Default UTM parameters appended to referral links: `utm_source=yuko_referral`, `utm_medium=referral`, `utm_campaign=customer_referral`. Customise to match your analytics taxonomy.
  </Step>
</Steps>

## How it works

1. Customer shares their unique referral link via the widget.
2. Friend clicks the link and lands on your store.
3. Yuko tracks the click via cookie + UTM.
4. Friend places their first order and the friend reward is applied.
5. After the order is paid, the referrer reward is issued.
6. Activity is logged on both customer profiles.

### Decision guidance

* **Use generous referrer rewards** if you have high LTV — you make it back on the friend's lifetime value.
* **Use clear friend rewards** (an actual discount) — vague *“points”* rewards perform poorly for new customers.
* **Always enable fraud prevention** before turning the program on.

### Limitations

* Referrals are tracked via cookies — privacy-blocking browsers may break attribution.
* Only the friend's first order qualifies; subsequent orders don't generate referrer rewards.
* One-active-referral per friend — a customer can't be referred twice.

## Examples

* 500 points to the referrer + \$10 off for the friend, capped at 5 successful referrals per customer.
* 15% off for the friend + \$20 store credit for the referrer.

## Best practices

<Tip>**Test the full flow end-to-end** before promoting the program: share, click, place an order, verify both sides earn.</Tip>
<Tip>**Promote the program in your transactional emails** — order confirmation and shipping emails are the highest-engagement moments.</Tip>
<Tip>**Enable fraud prevention from day one.** It's much easier than untangling fraudulent rewards after the fact.</Tip>

## FAQs

<AccordionGroup>
  <Accordion title="What happens if the friend's order is refunded?">
    Both rewards are reversed automatically.
  </Accordion>

  <Accordion title="Can the referrer reward themselves?">
    With fraud prevention enabled, no. Self-referrals are blocked by email / IP / device match.
  </Accordion>

  <Accordion title="Where do customers see their referrals?">
    In the Customer Account hub, on the Rewards Landing Page, and in the Floating Launcher panel — see [Storefront Widget](/referrals/widget).
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={3}>
  <Card title="Program Setup" icon="gear" href="/referrals/program-setup">
    Configure rewards, sharing, fraud prevention and tracking.
  </Card>

  <Card title="Reward Types" icon="gift" href="/referrals/reward-types">
    Pick the right reward for the referrer and the friend.
  </Card>

  <Card title="Storefront Widget" icon="window" href="/referrals/widget">
    Add the share widget to your storefront.
  </Card>
</CardGroup>

<CardGroup cols={2}>
  <Card title="Book a Free Setup Call" icon="phone" href="https://cal.com/rameshelamathi/yuko-demo">
    Talk to our team for personalised setup help.

    **Time:** 30 minutes
  </Card>

  <Card title="Contact Support" icon="life-ring" href="https://yuko.so/support/">
    Visit our support hub for help articles, live chat and ticket submission.
  </Card>

  <Card title="Browse the Guides" icon="book" href="/getting-started/welcome">
    Documentation across loyalty, referrals, memberships and more.
  </Card>

  <Card title="Install Yuko" icon="shop" href="https://apps.shopify.com/yuko">
    Add Yuko to your Shopify store from the Shopify App Store.
  </Card>
</CardGroup>