Build a fully customized referral program, without writing a line of code. You also get access to a host of tools to promote your referral program to your customers, track your referrals, and issue rewards. PLUS deep CRM integrations on all plans.
Here are some essential features to consider when choosing referral program software:
User-Friendly Experience
Choose referral software that offers a seamless and intuitive user experience. Both you and your team should be able to navigate and utilize the software effortlessly. It should provide simple solutions for building a referral program, promoting it, tracking referrals, and issuing rewards. Look for software with an intuitive user interface and a straightforward setup process. Pro tip: Look out for referral software that offers pre-built templates of referral programs for added convenience.
There are many reasons to track your referral program (using referral analytics and hard data), but the top three reasons you need reliable referral tracking are:
Customization Capabilities
Your referral program should align with your business's unique needs and branding. Seek referral program software that allows extensive customization options, including the ability to personalize the program's appearance, landing pages, emails, and referral pages. If you prefer to maintain control over the process, without relying on developers, consider a no-code referral program software. By utilizing a page builder, you can swiftly transform your ideas into a fully functional referral program within days.
Effortless Sharing and Tracking for Users
Ensure that the referral software you choose is not only user-friendly for you but also for your customers. Users should be able to easily generate their referral links or have them generated on their behalf. Additionally, they should have a straightforward method to track their referrals. A dedicated landing page where users can conveniently monitor the number of referrals generated and their success rates is recommended. Avoid referral software that requires users to create accounts or passwords for tracking their referrals.
Automated Referral Tracking and Reporting (Referral Analytics)
To effectively manage your referral program, accurate data on referrals and rewards is essential. Look for referral tracking software that offers automated referral tracking and reporting capabilities. This will save you time and empower you to make data-driven decisions to evolve your referral program. Key metrics to track include the volume of new referred leads, conversion rates of referred leads, top referrers, social channels utilized by referrers, and more.
Streamlined Reward Management
Your referral program software should simplify the management of rewards. This includes setting up reward criteria, issuing rewards, and tracking reward history. The software should be versatile enough to handle various reward types, such as discounts or free products. If you are unsure about the specific referral rewards and incentives to offer, opt for a referral tool that provides a wide range of options. Look for software that offers a variety of vouchers and cash rewards, as well as the ability to issue custom rewards manually, through webhooks, or via Zapier integration.
Integration with Other Tools
Integration with other tools, such as CRM or email marketing software, can greatly streamline and optimize your referral program. Choose referral program software that offers seamless integration with the tools you currently use, enabling efficient management of your program alongside your other business operations. Integrating your referral program into your marketing funnel ensures that newly referred leads are seamlessly directed into established workflows, while the referral software automatically tracks their conversions. Integrating with your CRM allows for the generation of referral links for all your CRM contacts, ensuring easy accessibility and enabling referral requests when your business is top of mind.
Our goal is to make referral tracking simple, that’s why we offer you 5 simple ways to track your customer referrals and grow your business. Below you can see the five most simple ways that you can (and should) track and monitor your customer referral program.
Referral analytics: using the native analytics tool inside our referral program software, you can track and monitor the ROI of your referral program with ease. Advanced referral tracking and analytics will offer you things like graphs that indicate how you how many of your users are sharing their referral links with friends, a clear metric to track the conversion rate of your referrals, a leaderboard showing you who is generating the most referrals and converted referrals. Referral tracking over days and weeks so you can see when your customer referral program peaks. You will also be able to see which social platforms users are sharing their referral links on and much more. Referral tracking through analytics should give you a full overview of every aspect of your referral programs performance.
Referral tracking spreadsheets
Referral tracking from your CRM
Referral tracking from your inbox
Referral tracking through API