Read this page as a quick path: scan the headings, use the step blocks, and escalate if the expected result does not happen.
The Branded Referrer Portal is a standalone page hosted by Referral Factory where anyone can sign up as referrers, access their unique referral link, submit leads, and/or track their performance.
It is the fastest way to get a referral program live without embedding anything in your website. Just send customers a link to the portal and they can self-enrol.
Accessing the portal builder
There are two ways to open the portal builder:
- From the Promote page — Click the Branded Referrer Portal card. This opens a preview panel showing a 3-step overview of the referrer experience (Sign up → Share link → Track & earn). Click Set Up Your Portal to open the full builder.
- From the sidebar — Go to Onboard Referrers → Branded Referrer Portal in the left sidebar. If you don't see it in the sidebar, you can enable it from the Promote page using the eye icon on the Branded Referrer Portal card.
The builder interface
The portal builder has the same drag-and-drop interface as the Referral Link Page editor. It is divided into:
At the top of the builder you will see:
- The canvas (left) — a live preview of your portal page
- The right panel — with two tabs: Design (global styling) and Add Blocks (drag-and-drop content blocks)
- Portal URL — your portal's live URL ending in “/signup” with a Copy button. This is the link to share if you want referrers to be able to sign up for a referral link.
- Connect Own Domain — link your own domain (e.g.
refer.yourbrand.com) to replace the default Referral Factory URL (available on Pro plans and above) - External link icon — open the portal in a new tab to preview it
- QR Code icon — generate a downloadable QR code for the portal (see below)
- Settings gear — open Referrer Portal Settings (see below)
- Two tabs: Page Builder (default drag-and-drop editor) and Upload your own HTML pages (Enterprise only)
- Device preview icons — switch between Desktop, Tablet, and Mobile views
- Three page tabs: Sign Up, Login, and Dashboard — each is a separate page you can design independently
The three portal pages
The portal is made up of three pages, each accessible via tabs at the top of the canvas. Click a tab to switch to that page and customise it.
Sign Up page
The sign-up page is where new referrers register to join your program.
Allow sign up toggle — At the top of the canvas you will see an Allow sign up checkbox. When enabled, visitors can register directly on the portal. If you only want your existing customers to refer and want to automatically generate their referral links for them, you can still use the branded referral portal by disabling sign up.
The default sign-up page includes:
You can customise all of this using the block editor. The Sign Up page has access to Form Field blocks (see below) that are not available on the other pages.
- A heading (e.g., "Refer Friends. Get Rewarded.")
- Description text
- First Name and Email form fields
- A Terms & Conditions checkbox
- A "Get referral link" submit button
- A link to the Login page for existing members
Login page
The login page is where existing referrers enter their email to access their dashboard.
The default login page includes:
- A heading ("Login to track your referrals")
- Description text
- An Email form field
- A "Track Your Referrals" button
- A link to the Sign Up page for new users
Dashboard page
The dashboard is what referrers see after logging in. It shows their referral link, sharing options, and performance stats.
The default dashboard page includes:
The Dashboard page has access to Share Settings and Tracking blocks (see below) that are not available on the other pages.
- A personalised greeting ("Hi {First Name}")
- Description text
- Social sharing icons (WhatsApp, SMS, X, Facebook, WhatsApp Business)
- The referrer's unique link with a "Copy Link" button
- Stats cards: Reach, Referrals, and Converted Referrals
- A referral tracking summary using personalisation tokens
Available blocks
Click the Add Blocks tab in the right panel to see the blocks you can drag onto the canvas. Some blocks are available on all three pages, while others are page-specific.
Blocks available on all pages
Text
Buttons
Image
- Title — add a heading
- Text Editor — add body text
- Personalisation — insert dynamic tokens (e.g. {First Name})
- Divider — a horizontal line to separate sections
- Button — a clickable button (e.g. for links)
- Submit Leads Button — a lead submission form button (click to edit the button text)
- Image — upload an image
- Video — embed a video
Sign Up page only: Form Field blocks
These blocks let you add custom form fields to the sign-up form:
- Input Field — free-text input
- Select Field — dropdown selection
- CRM Field — maps to a CRM field (available when a CRM is connected)
- Number Field — numeric input
- URL Field — URL input
- Date Field — date picker
- Datetime Field — date and time picker
- Multiple Select Field — multi-choice selection
Dashboard page only: Tracking blocks
- Referrals — shows the referrer's total referral count
- Conversion Rate — shows the referrer's conversion rate
- Leaderboard — shows how the referrer ranks against others
- Rewards — shows earned rewards
- Reach Referrals Converted — shows reach-to-conversion stats
- Referrals Converted — shows converted referral count
Styling your portal (Design tab)
Switch to the Design tab in the right panel to control the global look and feel. These settings apply across all three portal pages.
Logo
Layout
Style sections (each is collapsible):
- Upload Logo — add your logo image
- Logo shape — choose from 4 position options
- Logo Width — slider to adjust logo size (e.g. 90)
- Content Width — slider to adjust the width of the page content area (e.g. 450)
- Background — set the page background type and colour
- Container — set the content container background colour, opacity (0–1), and border radius
- Title — set font, size, colour, and formatting (bold, italic, underline)
- Text — set font, size, colour, and formatting
- Button — set font, size, background colour, text colour, border radius, and formatting
- Form Field — set font, size, text colour, background colour, border colour, border radius, and formatting
- Image — set border radius
- Link — set link colour
Referrer Portal Settings
Click the settings gear icon in the top bar to open the Referrer Portal Settings modal. Here you can configure:
- URL For Sign Up — the link where users can sign up to your portal (with Copy button)
- URL For Login — the link where existing users can log in (with Copy button)
- Verification On Login — toggle on/off. When enabled, users must confirm their email address before seeing their referral link, tracking stats, and rewards
QR Code
Click the QR code icon in the top bar to generate a QR code for your portal. Visitors can scan this code to go directly to the referrer portal.
Click Download as Image to save the QR code and use it in printed materials, emails, or on your website.
Upload your own HTML (Enterprise only)
The Upload your own HTML pages tab lets you replace the built-in page builder with your own custom HTML. This feature requires the Enterprise plan.
If you are on a lower plan, you will see a prompt to upgrade with a Talk To Sales button. A downloadable example template is available from the upgrade dialog to help you get started.
Saving
Click Save Changes when done. If you navigate away without saving, a banner will appear at the bottom: "You have unsaved changes. Don't forget to save your work." with options to Discard Changes or Save Changes.