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Connect Referral Factory with the tools your business already uses to manage customers, leads, and rewards. Find setup guides for CRMs, reward platforms, payment tools, APIs, webhooks, and automation platforms.
Learn how to choose, set up, and manage rewards for your referral program. Find help with cash, gift cards, coupons, account credits, Stripe rewards, Tremendous, PayPal, and other reward options.
Learn how to promote your referral program and make it easy for customers to start referring. Explore referral links, QR codes, widgets, sharing options, customer invitations, and ways to add your program to your website or product.
Learn how to track referral activity, conversions, campaign performance, and ROI in Referral Factory. Find help with analytics, attribution, reporting, UTM tracking, pixels, and sending referral data to other analytics tools.
Learn how to set up and launch your first referral program with Referral Factory. Follow the key steps from choosing who can refer and where leads go to setting rewards, tracking referrals, and testing your campaign.
Learn how people become referrers, receive their unique referral link or code, and track the people they refer. Find help with importing referrers, managing their details, and giving them access to the Branded Referrer Portal.
Find information about how Referral Factory protects customer data and supports your security and compliance requirements. Learn about GDPR, SOC 2, ISO 27001, data hosting, access controls, fraud prevention, SSO, and account security.
Learn how to set up the emails Referral Factory sends to referrers and referred leads throughout your campaign. Customize automated notifications, reward emails, email branding, sending settings, and once-off email campaigns.
Learn how Referral Link Pages work and how to customize the experience people see after clicking a referral link. Find help with page design, forms, redirects, tracking, and troubleshooting referral links.
Learn how to decide when a referred lead has successfully completed the action that matters to your business. Set up qualification using Referral Factory, CRM activity, custom events, APIs, webhooks, or other conversion milestones.
Learn how to build a referral program around the way your industry actually sells and serves customers. Explore practical examples for banking and finance, SaaS, education, home services, consulting, wellness, and other business models.
Learn how referred leads are captured, tracked, and managed inside Referral Factory. Find help with lead details, attribution, imports, duplicate referrals, and sending lead data to the tools your team uses.
Find answers about Referral Factory plans, pricing, billing, invoices, upgrades, and account limits. Learn what’s included in each plan and how to manage changes to your subscription.
Learn how to configure and manage the settings that control how your referral campaign works. Find help with campaign details, branding, forms, pages, languages, domains, and other campaign-level settings.
How to join and promote Referral Factory as an affiliate.
Frequently visited articles
If a referred Lead qualifies through Stripe and that payment is later refunded, Referral Factory can reverse the qualification and return the Lead from Qualified to Pending.
Referral Factory helps businesses turn informal word-of-mouth referrals into a structured and measurable growth channel. Instead of relying on memory, spreadsheets or disconnected CRM notes, a business can use Referral Factory to ask for referrals consistently, record who referred whom, confirm which referrals convert, manage rewards and review performance in one place.
Use Webhooks when an issued Referral Factory reward should be sent to an endpoint that your business controls. This is useful for adding loyalty points, triggering an internal payout, adding account credit, updating a customer wallet or passing reward information to your own rewards platform.
Send automated campaign emails and one-time Email blasts to referrers and leads directly from Referral Factory.
Manage your plan, billing cycle, payment method, billing email and invoice history from your Referral Factory account.