Smile.io bundles referrals with loyalty in one platform. The integration is its differentiator vs running Yotpo Loyalty + a separate referral tool. This SOP gets the dual program right.
Use this SOP as a template
Copy or download the full procedure as Markdown or a Word file, then adapt it to your Smile.io setup. Free, no signup, paste it straight into Notion, Google Docs, or ReccordSOP.
Bundling referrals into your loyalty program lifts participation 2-3x because the loyalty members are your most enthusiastic customers. Most brands miss this by running referrals as a separate program.
Referrer gets 500 points. Friend gets 20 percent off first order.
Members see referral as a way to earn more points. Top-of-mind placement.
After customer has used the product and formed positive opinion.
Pre-filled SMS, WhatsApp, email, copy-link. Each extra step drops share rate 30 percent.
Same address for referrer and friend = block.
Above 5 is affiliate behavior, not friend referrals.
Share clicked → friend visited → friend purchased. Each step measurable.
Smile.io defaults to immediate credit. Verify in your config.
Record your screen while performing the smile.io referral program. ReccordSOP turns the recording into a SOP with timestamped screenshots. When your live setup changes, drift detection flags it.
Generate this SOP free500-1000 points for referrer, 15-25 percent off for friend. Adjust to your AOV.
7-10 days post-delivery. Customer has used product and formed opinion.
Smile.io for integration with loyalty. ReferralCandy for standalone with more features. Most under-$10M brands prefer integrated.
I built ReccordSOP after watching too many DTC ops teams lose months to undocumented workflows. These SOPs are battle-tested with Shopify operators running $1M to $50M brands.
Last reviewed June 1, 2026
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