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.
Referral Factory works with most e-commerce setups, though the connection method depends on your platform.
If you use Stripe for payments (common with Shopify Plus, WooCommerce, and custom-built stores), you can connect Stripe directly and qualify referrals when a purchase is made.
If your platform does not have a native Referral Factory integration, you have two good options:
For the Referral Link Page, e-commerce businesses typically configure the post-submission redirect to send leads to a product page or a dedicated landing page, so the shopping experience continues immediately after the lead form is submitted.
- Zapier or Make — connect your platform to Referral Factory via a no-code automation. Many e-commerce tools (Shopify, WooCommerce, BigCommerce, etc.) have Zapier apps.
- API — if you have development resources, send qualification events directly from your order processing backend.