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Overview
You can customize your referral program so the experience feels consistent with your brand, from your referral pages and referrer portal to your website widget, emails and referral links.
You can control your logo, colours, fonts, images, page layout, messaging and more. If you want a completely white-labelled experience with no Referral Factory branding, additional options are available on the Pro and Enterprise plans.
What parts of a Referral Factory program can be branded?
You can brand the main touchpoints your referrers and leads interact with. Using the page builders, you can customize elements such as your logo, images, colours, fonts, buttons, form fields, page layout and customer-facing copy.
Enterprise customers can also upload their own HTML pages for greater control over the design.
- Referral Link Page
- Branded Referrer Portal
- Website Widget
- On-Click Pop Up
- Lead Submission Form
- Referral program emails
- Referral links and portal URLs
- Social sharing previews
How can I customize the Referral Link Page?
Go to Tracking → Referral Links. From the Design tab, you can customize the logo, background and container colours, fonts, text colours, buttons, form fields, links and page layout.
You can also add, remove and rearrange content blocks using the drag-and-drop builder.
How can I customize the Branded Referrer Portal?
Go to Promote → Branded Referrer Portal. You can design the Sign Up, Login and Dashboard pages independently while applying consistent branding across the portal.
The available controls include your logo, colours, fonts, buttons, form fields, images and links.
How can I customize the Website Widget?
Go to Promote → Website Widget. You can customize the button size, shape and text, your logo, the background and text colours, and the widget position on your website.
When someone selects the widget, your Branded Referrer Portal opens as an overlay on your website.
How can I customize the On-Click Pop Up?
Go to Promote → On-Click Pop Up. This option is designed for customers who are already logged into your product.
You can customize the background, fonts, text, buttons, links and content. You can also control the content shown under the Invite, Track and Rewards tabs and choose which tabs are visible.
How can I customize the Lead Submission Form?
Go to Promote → Lead Submission Form. The form lets referrers submit a lead's details directly instead of asking the lead to use a referral link.
It uses the same drag-and-drop builder as the Referral Link Page and Branded Referrer Portal. You can customize the layout, text, images, buttons, form fields, colours and the message shown after a lead is submitted.
How can I customize referral program emails?
Open Emails to customize the subject line, content and personalization variables used in your referral program emails.
Enterprise customers can use custom HTML for greater design control.
Can I use my own domain or subdomain?
Yes. On the Pro and Enterprise plans, you can connect your own domain so your referral links use your brand instead of a Referral Factory URL.
For example, you can use
refer.yourbrand.com/ABC123 instead of yourbrand.referral-factory.com/ABC123.Your custom domain is configured from Campaign Settings. One custom domain can currently be connected per account and is shared across the campaigns in that account.
Can I remove Powered by Referral Factory branding?
Yes. 100% White Label is available on the Pro and Enterprise plans. It removes Referral Factory branding from your pages, emails and widgets.
You can also connect your own domain so Referral Factory does not appear in your referral URLs. You do not need to remove the Referral Factory branding manually once your account has access to the white-label feature.
Can the referral experience work well on mobile?
Yes. Use the Desktop and Mobile preview controls at the top of the builder to check your referral pages and portal at different screen sizes before publishing.
Check the mobile preview whenever you change the layout, images, text, buttons or form fields so the referral journey remains clear and easy to use on smaller screens.
Which branding options depend on my plan?
Most core design tools are available through the standard page builders. The main plan differences relate to white-labelling and advanced control.
| Branding feature | Availability |
|---|---|
| Customize referral pages and portal | All plans |
| Customize widget appearance | All plans |
| Customize email content | All plans |
| Remove Referral Factory branding | Pro and Enterprise |
| Connect your own domain | Pro and Enterprise |
| Upload your own HTML pages | Enterprise |
| Advanced custom HTML control | Enterprise |
The Pro plan adds 100% White Label and your own domain. Enterprise also adds custom HTML for businesses that need greater control over the design and referral experience.