Read this page as a quick path: scan the headings, use the step blocks, and escalate if the expected result does not happen.
Need help applying this to your account?
Contact support and we will keep this article attached to your request.
No. Referral Factory is built for non-technical users and does not require a developer to set up or run.
The core setup — building your referral page, configuring your reward, and launching your program — is done through a visual interface with no code required. Most businesses are up and running within a few days.
When might you involve a developer?
A developer is optional but can be useful in a few specific situations:
If you use HubSpot, Salesforce, Stripe, or Intercom — or if you're happy to qualify leads manually or via CSV — you will never need to touch a line of code.
- API integration — If you want to automatically add referrers or qualify leads by connecting Referral Factory directly to your own backend system, your developer would use the REST API.
- Webhook setup — If your qualification trigger lives in a custom system (not HubSpot, Stripe, Salesforce, etc.), a developer can configure your system to send a webhook to Referral Factory when a customer converts.
- Custom HTML pages — Enterprise plan users can upload their own fully custom-designed referral pages. Building those pages requires design and development work.
- Installing the website widget or pop-up — This requires pasting a small snippet of code into your website. Most non-developers can do this, but if your website is managed by an agency or locked CMS, you may need their help.