The Features You Need To Get And Track Referrals

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.

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All The Features You Need To Build Your Referral Program

Build Your Referral Program

Use our drag and drop builder to launch your own customer referral program, without writing a line of code. Build pages for the person referring, offers for the person invited, set up user notifications, and much more. You can also style your campaign to look and feel 100% on brand. Get everything ready so you can sit back and watch your referral tracking dashboards explode!

Promote Your Referral Program

Once your referral program is ready, it’s time to promote it to your users. With Referral Factory you get access to many promotional tools like pop-ups, widgets, join links, the ability to sync your CRM contacts, and much much more. You can fully automate asking your customers to refer their friends in just a few minutes! You’ll also be able to track your referrals as they start rolling in.

Referral Tracking And Deep Analytics

With Referral Factory’s advanced referral tracking and deep analytics you can always see who referred who and who needs a reward. You can also export all your data by CSV, access it via API, or use one of our many CRM integrations to send data and new referred users to other platforms like Hubspot, Intercom, Salesforce, Zoho, Pipedrive, Zapier, or more. Our system allows you to track referrals instantly, so you can know that you’re getting the results that you want early.

Reward Your Users

Fully automate your referral campaigns from end to end using Referral Factory. Including the issuing of rewards! With our referral management software it’s easy to know who is due a reward for bringing you a new customer, and you can then reward them with cash, vouchers, your own coupons, and more. Through our rewards partners you can issue rewards in over 50 countries and multiple currencies.

Automate Your Referral Program

Referral Factory is the best referral management software for business that use CRMs - we offer deep integrations with HubSpot, Salesforce, Zoho, Pipedrive, Intercom and more. With one click you can generate referral links for all your CRM contacts, send your new referred users into your pre-existing workflows, and sync your data between platforms to track your referral pipeline from inside your CRM. We also offer other ways to integrate through Zapier, Webhooks, or our API.

Build Referral Programs In Over 23 Languages

Referral Program Builder

Follow our builder steps to create pages for the person referring, and pages for the person invited, using our drag-and-drop builder.

Easy For Users To Share, Refer and Track

Users can refer friends via WhatsApp, Text, LinkedIn, Email, Telegram, Messenger, Facebook, Twitter, WeChat, Line and more.

Fraud Alerts

Get notified of suspicious users. Only reward referrers for real, legitimate, converted referrals.

100% Customizable

Style your campaign to look and feel on-brand. Or create something new by using our referral program templates.

100+ Templates Of Pre-Built Referral Programs

Get access to hundreds of referral program templates, designed by marketing experts.

Built In Email Notifications

Activate email notifications for the person referring and the person invited. Connect your own mailserver.

Rewards

Automatically reward your users for referring friends - either with vouchers, cash, or your own coupons. We offer rewards in 50+ countries.

Website Pop-Up

Add a pop-up to your website that will prompt your website visitors to grab a referral link to share with friends.

Reminder Emails

Set reminder emails to prompt your users to refer a friend every month. You can trigger other repeat events too.

Coupons

Upload your own unique coupons to issue as rewards and incentives to your users. Issue coupons on triggers too.

Website Widget

Add a widget to your website that will prompt all your website visitors to refer a friend. Traffic boost!

API And Webhooks

Using our API and Webhooks you can fully integrate your referral program into the business workflows you already use.

Add Your Own Domain

Remove all Referral Factory branding and set up your pages on your own website domain. It's a white label option for brands.

Integrates Easily

With integrations, you can easily connect your referral campaign to 3000+ apps and CRMs.

Gather Reviews

Ask your customers to review your business for rewards - feature coming soon.

Campaign Manager

24/7 always on support that's dedicated to you. This includes integration support and referral campaign management.

Team Collaboration

Add teammates to your account. Manage permissions and campaign access from one central place.

Add More Users

20 000 users included in the Basic plan, with the ability to purchase more users as you scale.

Using Referral Factory we managed to get more people signing up for pension reviews than any other marketing channel we’ve tried. The quality of the leads generated through our referral program was excellent, and we were able to easily tell who needed to be rewarded for their referrals. Superb referral tracking!

Ryan,

Head of Projects @Reeves Independent

The company's support, the simplicity to set up a campaign, the time to deploy, and just how cool it looks, won the day. The drag and drop interface is very easy to use - and once my campaign was live the results were outstanding. Every brand should have a referral program for sure.

Steve,

Director of Strategy @ MVSN TV.

Our team just loves Referral Factory! We don’t have any developers or technical marketers in-house so the drag-and-drop page builder is a lifesaver. The referral campaigns are easy to setup and we’ve been impressed with the performance so far - what a powerful lead generation tool!

Sarah,

Marketer @ Push Media Growth Agency.

What Referral Software Features Are Most Important

Referral programs have emerged as a highly effective method for encouraging satisfied customers to refer businesses to their friends and family. With the aid of referral program software, managing and optimizing your referral program becomes easier and more efficient.

However, not all referral software solutions are created equal. Whether you are a scaling startup or an established brand aiming to enhance your customer acquisition strategy, it is crucial to select the right referral marketing platform for your needs.

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.

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Referral Tracking Made Simple - 5 Ways To Track Customer Referrals

Once you’re launched your customer referral program, you’ll need a way to track your referral programs ROI. If you use customer referral software like Referral Factory - you will get advanced referral tracking and deep referral analytics out of the box. Making it easier than every to track your customer referrals and monitor all actions taken throughout your referral program. Great marketers know that every marketing channel needs to deliver positive ROI, and for that reason we’ve made referral tracking extremely simple - this is why choosing the right referral management software is essential when starting your referral marketing journey.

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

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Turn Your Customers Into A Marketing Channel

If you already have a base of customers, you’re sitting on a goldmine. In just a few hours they could be telling their friends about your business. Start building your referral program today.

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When you depend on a platform to power your referral program, we know it’s a big deal to choose the right one. Get a live tour of Referral Factory to see if our platform is a good fit for your needs.

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