Browse topics and support
Navigation

Topics

Support

Ask AI

Ask a product or setup question without leaving this page.

Need human help?

Still stuck?

If search does not solve it, move straight into support with the current help-hub context.

Book a support call
We will keep the article or page context with your request so support can respond faster.

Welcome to Referral Factory's help hub!

Search the help hub first. If the answer is still missing, escalate cleanly into human support.

Affiliate program

Earn up to $1,920 for every Pro customer you refer.

Get 40% commission when your referral becomes a paying customer. Join if you recommend Referral Factory to founders, marketers, agencies, consultants, or teams that need referral software.

Best starting points

Featured guides

Getting Started•How-to
How Do I Get My Referral Program Ready to Launch?

Get your referral program ready to launch by testing the complete journey from beginning to end. Check your pages, attribution, emails, qualification rules, rewards, integrations, and promotion plan before real customers start using the campaign.

8 min read
Referrers•Guide
A Complete Guide to Referral Links: What They Are and How They Work

A Referral Link is a unique URL generated for each Referrer in a campaign. Referrers share this link with friends, customers, or colleagues, and Referral Factory uses it to identify who generated each new Lead.

4 min read
Promoting Your Program•Guide
What Are All the Ways Customers Can Refer Someone?

Referral Factory supports four main referral methods: a personal Referral Link, a personal QR Code, direct Lead Submission, and a Stripe Promo Code when promo codes are configured. These methods describe how a referral is made. The Branded Referrer Portal, Website Widget, On-Click Pop Up, Sticky Bar, and embedded portal are different: they are places where customers access those referral tools.

6 min read
Promoting Your Program•Guide
What Is the Best Way to Promote the Referral Program to My Existing Customer Base?

The best way to promote a referral program to existing customers is to introduce it at moments when customers are already engaged with your brand, then make the next step very clear.

4 min read
Rewards•Guide
How Do Rewards Work in Referral Factory?

Referral Factory lets you decide who should receive a reward, what they should receive, what they need to do to earn it, and how that reward should be issued.

9 min read
Analytics•Guide
How Do I Track Referrals and See Conversion Data?

Referral Factory lets you <a href="/referral-tracking">track individual referrals</a> as well as the overall performance of your referral program. The easiest way to find the information you need is to use Leads, Referrers and Analytics for different parts of the referral journey.

2 min read
Explore

Browse all categories

See every category
Recently updated

Latest changes

Rewards•Guide
How Do I Send Gift Cards or Payouts With Tremendous?

You can connect Tremendous to Referral Factory to send gift cards, cash-equivalent payouts, prepaid cards, and other digital rewards when someone earns a reward in your referral program.

5 min read
Analytics•Guide
What Referral Program Metrics and KPIs Should I Track?

A useful referral programme dashboard should help you follow the journey from attention to outcome:

5 min read
Integrations•Guide
How Can My CRM Automatically Mark a Referred Lead as Converted?

If your CRM is connected to Referral Factory, you can use an event in your CRM to automatically tell us when a referred Lead has successfully converted.

4 min read
Analytics•Guide
How Do I Track Referrals and See Conversion Data?

Referral Factory lets you <a href="/referral-tracking">track individual referrals</a> as well as the overall performance of your referral program. The easiest way to find the information you need is to use Leads, Referrers and Analytics for different parts of the referral journey.

2 min read
Promoting Your Program•How-To
How to Add a Website Widget to Your Website

The Website Widget adds a floating referral button to your website. When someone clicks it, your Branded Referrer Portal opens as an overlay, allowing customers to join your referral program or access their existing referral account without leaving your site.

4 min read
Referrers•Guide
A Complete Guide to Referral Links: What They Are and How They Work

A Referral Link is a unique URL generated for each Referrer in a campaign. Referrers share this link with friends, customers, or colleagues, and Referral Factory uses it to identify who generated each new Lead.

4 min read