Read this page as a quick path: scan the headings, use the step blocks, and escalate if the expected result does not happen.
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Your first campaign is automatically created as part of the onboarding process when you sign up. During onboarding, you are guided through a step called 'Create your first campaign' where you enter a campaign name, choose a language, set your website URL, and select a reward type. Once completed, your campaign is ready to configure. Referral Factory automatically pulls your branding and tone from your website to draft your Referral Link Page design and sets up draft rewards.
If you are planning how this campaign fits into retention, reviews, and referrals, use the Referral Marketing 101 guide and the customer marketing guide to map the bigger customer growth motion before you configure the campaign.
Creating additional campaigns
1. Click your campaign name in the top-left corner of the sidebar to open the campaign selector.
2. Click Create new campaign.
3. Fill in the required details: campaign name, language, website, and reward type.
4. Click Create campaign.
5. Once your campaign is created, follow the Quick Setup Guide on your dashboard to complete the three essential steps: design your campaign pages, set up your reward, and configure your promotion options.
6. Configure your email notifications and connect any integrations you need (optional).
- Campaign Name — give your campaign a recognisable name.
- Language — choose the language for your campaign pages and emails.
- Website — enter your business website URL.
- Reward type — choose from: Double Sided (both referrer and lead get rewards), Single Sided (referrer only), Single Sided (lead only), or No Reward.
Campaign approval
New campaigns require verification before emails can be sent. If you see a banner that says "Emails paused. Contact support to approve your campaign," reach out to the support team via chat. Approval is usually done within minutes during business hours.
Testing before launch
Before sharing your campaign publicly, test it using an incognito browser window. Copy your referral link, open it in incognito, and go through the full flow as a test user. Check that the pages load correctly, the form submits, and the referral appears in your dashboard. See How to test your referral program before going live for a full walkthrough.