Genius Referrals

Shift4Shop Referral Program Integration

Get more sales from your existing customers—without adding dev work or losing attribution.

  • Launch fast: a turnkey Shift4Shop refer-a-friend program (no custom build)
  • Keep tracking clean from referral click to purchase—so rewards go to the right people
  • Choose how customers see it: embedded page, popup, or floating widget
  • Stay in control: set your cookie window for referral tracking.
If you’re comparing “affiliate software,” referrals are built for repeat customers and word-of-mouth—not coupon traffic.

Shift4Shop + Referrals
Connected for Measurable Referral Revenue

Shift4Shop is where your store runs—referral results should live there too. With the Shift4Shop referral program integration, you can launch a refer-a-friend program and track performance with track referral performance with consistent end-to-end measurement..

Shift4Shop store owners
Who want a referral program live fast—without custom dev

Marketing teams
Who need clean attribution from referral visit to purchase

Ops teams
Who want predictable tracking rules (like cookie duration) and easy testing

Why teams choose this
Shift4Shop Referral Program Integration

Shift4Shop referral program integration setup: portal install + tracking in Global Footer + conversion in Checkout #4 for referral attribution
  • Go live fast—without dev tickets

    • Publish your Advocate Portal on a “Refer and Earn” page and start collecting shares fast
    • Pick the experience that fits your store: Embedded, Popup, or Floating Widget
    • Generate everything from Program Setup → Integrations → Code Snippets → Installation
  • Keep attribution tight from referral click to checkout

    • Drop the tracking snippet once in Header & Footer → Global Footer (turn WYSIWYG off)
    • Add the conversion snippet in Titles & Content → Checkout #4 → Footer to record purchases correctly
    • Align referral credit with your buying cycle using a configurable tracking window.
  • Test once, then scale with confidence

    • Confirm the Portal is visible on your Shift4Shop site (embedded/popup/widget)
    • Run a test referral and check the referred contact appears in Members
    • Complete a test purchase and confirm rewards show in Bonus after the order hits “Payment accepted”
Shift4Shop referral program integration setup: portal install + tracking in Global Footer + conversion in Checkout #4 for referral attribution

How the Shift4Shop Referral
Program Integration Works

Publish your Advocate Portal on Shift4Shop
Create a dedicated “Refer and Earn” page and add the Portal using a Custom HTML block set to Full width (Embedded).
Prefer a lighter touch? Or choose a lighter on-site experience (popup or floating).
Add tracking + conversion snippets in Shift4Shop
Paste the tracking snippet in Header & Footer → Global Footer (turn WYSIWYG off) to capture referral visits.
Paste the conversion snippet in Titles & Content → Checkout #4 → Footer to record purchases.
Set tracking rules and verify attribution end-to-end
Set your cookie window, then run a quick test:
  • Referred contact shows in Members
  • Bonus appears after the order reaches “Payment accepted”
  • -1-
    Shift4Shop setup (fast, guided)
    • A Shift4Shop store (formerly 3dcart) where you’ll publish the referral experience
    • A Genius Referrals account with your program ready (template selected/customized)
    • Admin access to paste code in Shift4Shop:

    Header & Footer (Global Footer)

    Titles & Content (Checkout pages)

  • -2-
    Setup in Genius Referrals
    1. In Genius Referrals, go to Program Setup → Integrations → Code Snippets → Installation and choose your Portal display (Embedded, Popup, or Floating Widget).
    2. In Shift4Shop, create a “Refer and Earn” page and add the Embedded portal using a Custom HTML block set to Full width.
    3. In Shift4Shop, paste the tracking snippet in Header & Footer → Global Footer (turn WYSIWYG off).
    4. In Shift4Shop, paste the conversion snippet in Titles & Content → Checkout #4 → Footer.

Common ways teams use
Shift4Shop + Genius Referrals

Publish a “Refer & Earn” page customers can always find
Create a dedicated referral destination on your Shift4Shop store:
  • Add the Advocate Portal to a new page (recommended)
  • Choose the portal experience that fits your store layout.
  • Go live using the Portal snippet from Program Setup → Integrations → Code Snippets → Installation
Capture referral visits consistently
Track referrals from the first click:
  • Install the tracking snippet in Header & Footer → Global Footer (WYSIWYG off)
  • Set a tracking window that fits your buying cycle.
  • Keep attribution consistent across return visits
Record conversions after purchase
Complete the loop from share to sale:
  • Install the conversion snippet in Titles & Content → Checkout #4 → Footer
  • Run a test: referred contact appears in Members after the share
  • Confirm rewards show in Bonus after the order hits “Payment accepted”

Genius Referrals Works With Your
Existing Tech Stack

25+ integrations available | Built for Marketers & Partner Teams | Explore the full ecosystem

What Our Customers Are Saying

  • Suelen Colev
    Iconnect Solutions
    The payout options are fantastic—our affiliates can choose how they want to be rewarded, which keeps them motivated. Highly recommend!
  • Crystal H.
    Kinsley Armelle
    We have used a variety of referral/affiliate web applications over the last few years. We have tried them all, big and small (ShareASale, Refersion, ReferralCandy, just to
    name a few).While they all worked okay for what we needed at the time, Genius Referrals is truly the total package.
  • Leo Kroeh
    WorldWide Capital & Trust
    Genius Referrals has completely transformed our referral program. Our affiliates love the easy-to-use tools, and we’ve seen a 40% increase in referrals since switching.

Frequently Asked Questions