Read this page as a quick path: scan the headings, use the step blocks, and escalate if the expected result does not happen.
Referral tracking works automatically through unique referral links. When someone clicks a referral link and submits the form, it is recorded as a referral and attributed to the referrer.
Where to view tracking data
- Analytics tab shows your conversion rate, daily leads chart, users by source, device breakdown, social shares, and a Power Users leaderboard — all filterable by date range
- Dashboard overview shows a Campaign Analytics panel with Total Reach, Referral Links, Total Leads, and Qualified Leads at a glance (visible once the Quick Setup Guide has been dismissed)
- Referrers tab shows all referrals per referrer, including reach count (how many people viewed the link) and conversion counts
- Leads tab shows all referred people and their current status
Reach vs. referrals vs. conversions
- Reach is the total number of times your campaign has been viewed (by both referrers and leads)
- Referrals are people who submitted the form via a referral link
- Conversions are referrals that have been qualified (approved)
How can a referrer see their stats?
Your individual referrers can log into the Branded Referral Portal to see their stats.