Emails

This email is sent to a referrer when someone uses their referral link and submits the lead form.

This email is sent to the referrer when one of their referrals moves from Pending to Qualified.

This email is sent to the person who was referred immediately after they submit their details on the Referral Link Page.

This email is sent when a reward is issued to a referrer (or lead, if you have a double-sided reward setup).

These are two completely separate features that are commonly confused. If you want to use your own branding for both, you need to set them up independently.

If you have created a custom email template but it is not appearing, this is almost always because the template was not saved after editing.

Referral Factory includes several automated email templates (called Always On Emails) that send to referrers and leads at key moments in the referral journey.

Yes. Referral Factory email templates support dynamic variables that pull in personalised data for each recipient.

Yes. You can disable any or all of the six campaign email templates individually using the toggle on each email card in the Emails tab.

By default, campaign emails are sent from Referral Factory's own sending domain (e.g. noreply@referral-factory.com).

You can customise the subject line, body content, and personalisation variables for each of the Always On email templates.

A guide covering How to enable or disable specific email notifications in Emails.

How to log into your Referral Factory dashboard using a password, magic link, Google, or SSO — and how to reset your password if you've forgotten it.

What works and what doesn't when it comes to UTM parameters, Google Analytics, Facebook Pixel, and other tracking tools on your referral pages.

How referrers sign up, log in, and use the branded referrer portal to find their referral link and track their referrals.

How Referral Factory handles duplicate leads within a campaign — including what happens when two referrers try to refer the same person.