How to Set Up Your Viral Loops Shopify 2.0 Template
With the new Viral Loops for Shopify template, you can launch a fully functional referral program inside your Shopify store in minutes. This guide walks you through the entire setup process — from connecting your store to customizing your campaign pages.
At the end of this guide, you'll be ready to go live with a fully automated, Shopify-native referral experience.
Before You Start: Two Ways to Build Your Campaign Pages
When using the Shopify 2.0 template, you can choose between two different approaches for creating your campaign’s pages:
Option 1 — Use the Auto-Generated Shopify Landing Pages (Recommended for Most Users)
When you connect your Shopify store, Viral Loops automatically creates two landing pages for you:
Referrer Page – where customers access their referral dashboard
Referred User Page – where invited users sign up
These pages automatically match your Shopify theme’s fonts, colors, and layout.
Option 2 — Build Your Own Custom Pages in Shopify
If you prefer full control, you can create custom pages inside Shopify and manually add the Viral Loops widgets.
👉 We’ve created a separate guide for this method:
How to Set Up a Custom Page in Shopify (link placeholder — replace when ready)
The rest of this article covers Option 1, the auto-generated landing page setup.
Step-by-Step Setup Guide
1. Create a New “Viral Loops for Shopify” Campaign
Log in or sign up at Viral Loops and select the Viral Loops for Shopify template from the list of campaign types.
(See screenshot on page 1 of your PDF )
2. Connect Your Shopify Store
Enter your Shopify store URL and click Connect.
You will be redirected to Shopify, where you can:
Log in to your store
Review the requested permissions
Click Install to finalize the integration
3. Configure Rewards
The wizard begins with choosing how participants get rewarded.
You can configure:
Referrer rewards
Referred user rewards (discount for new customers)
Welcome discounts
4. Set Up Milestone Rewards (Optional)
If your referral program includes milestones (e.g., “Refer 5 friends to get a free product”), you can configure them here.
You can add multiple milestones, define thresholds, and assign rewards.
5. Customize Notifications
Configure the emails participants receive, such as:
Referred user welcome email
Welcome email for new participants
Successful referral email
These emails can be customized to match your brand voice.
6. Customize Your Widgets
In this step, you can design how the referral components look within your store.
Widgets include:
Form Widget
Popup Widget
Popupover Widget
Milestone Rewards Widget
Referral Count Widget
Referred User Widget
All widgets automatically adapt to your Shopify theme (colors, fonts, button styles), ensuring seamless integration.
7. Set Up Your Campaign Pages
Here’s where Viral Loops auto-generates your campaign pages:
Referrer Page
Participants can:
View their referral link
Track their progress
Claim rewards
Referred User Page
New subscribers or customers can sign up via referral.
By default, both pages:
Match your Shopify theme
Include all necessary widgets
Require no manual editing
If you’d rather create your own pages instead, just choose:
“I will create a custom page in Shopify.”
and follow our dedicated guide here:
Setting Up Custom Pages in Shopify
8. Add Integrations (Optional)
Connect your campaign with other tools such as:
Klaviyo
HubSpot
Mailchimp
Customer.io
Zapier
Google Analytics
…and more.
This allows you to sync participant data, trigger emails, and track conversions.
9. Launch Your Campaign
Once everything is configured, click Finish.
Your campaign goes live immediately.
You now have access to the Campaign Dashboard, where you can track:
Participants
Leads
Successful referrals
Revenue influenced by referrals
Next Steps
Want to customize your pages with full control?
Check out: How to Create Custom Shopify Pages for Your Referral CampaignWant to optimize your emails and messaging?
You can modify notifications at any time in the campaign settings.
If you need help at any point, our support team is here for you.

