FAQ: Does qualification have to happen at the same time as the reward?
No — and for most businesses, separating them is the smarter approach.
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This help article explains the setup. These Learn guides explain the bigger strategy, planning, and real-world use of referral programs.
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Referral Factory does not have a built-in automatic delay setting between qualification and reward issuance.
Referral Factory does not automatically know when someone has converted.
If you use Intercom to manage your customers, you can connect it to Referral Factory and automatically qualify referrals when a contact's data attribute.
Zapier lets you connect Referral Factory to thousands of other tools and qualify referrals automatically based on events in your own systems — no code required.
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