Read this page as a quick path: scan the headings, use the step blocks, and escalate if the expected result does not happen.
Referral links are generated automatically the moment a referrer is added to your campaign. You do not need to create them manually.
Step 1: Add your customers as referrers
Before anyone can have a referral link, they need to be enrolled in your campaign as a referrer. You can do this in several ways:
- CSV upload — export your customer list and upload it
- CRM sync — pull contacts directly from HubSpot, Salesforce, or Stripe
- Manual add — add individuals one at a time
- API — programmatically enrol referrers at scale
Step 2: Find and share referral links
Once added, each referrer's unique link is visible in the Referral Link column of the Referrers tab.
You can share links with referrers in several ways:
- Email them directly — use Referral Factory's built-in email tools to send each referrer their personalised link
- Sync to CRM — push referral links back into your HubSpot, Intercom or Salesforce contacts so every outbound email can include the link automatically
- Let referrers find their own link — point them to the Branded Referrer Portal, where they can log in and access their link any time