Set up your first referral campaign step by step.
The Getting Started category is for teams setting up Referral Factory for the first time. It explains the core pieces of a referral campaign: who can refer, where referred leads land, what reward is offered, and how your team tracks the results.
Use these guides when you want a clear path from blank campaign to live program. They are written for marketers, founders, customer success teams, and operators who want to launch a referral program without waiting on custom development.
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You can invite colleagues to access your Referral Factory account by adding them as teammates. Teammate access is available on the Basic plan and above.
When you log into Referral Factory, you land on your campaign dashboard.
Referral Factory is a referral program platform that helps businesses turn their existing customers into a source of new customers.
Most referral software works by adding a tracking script to your website and relying on cookies to connect referrers to leads.
Start with the campaign structure: choose who will refer, what the invited friend should do, and what reward will be earned. Then build the referral link page, configure qualification, and test the full journey before inviting customers.
Most teams do not need a developer. Referral Factory includes a visual campaign builder, hosted referral pages, sharing tools, emails, and no-code integrations. A developer is only useful for advanced API, webhook, or custom website work.
A simple campaign can often be prepared in a few hours once the offer and audience are clear. More complex programs take longer when they include CRM automation, custom qualification rules, multiple languages, or internal approval steps.
Test the referral link, landing page, lead form, email notifications, qualification rule, and reward flow. It is also worth checking your campaign copy on mobile so customers understand exactly what they are sharing.
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.
Your first campaign is automatically created as part of the onboarding process when you sign up.
New accounts require verification before they can send emails. This is a standard compliance check.
Verification On Joining Campaign is an optional security feature that verifies a participant's email address when they fill out a form in your referral program.
No. Referral Factory is built for non-technical users and does not require a developer to set up or run.
Largely, yes — but with one important caveat.
Most businesses can have a referral program live within a day or two.
In Referral Factory, a campaign is what most people would call a referral program. The two terms are used interchangeably.
When you create a new campaign in Referral Factory, the dashboard displays a Quick Setup Guide with a progress indicator, highlighting three setup actions.
Referral Factory uses specific terminology throughout the platform.
A double-sided referral program rewards both parties in a referral: the existing customer who makes the referral (the referrer) and the new customer they bring.
One of the most common questions businesses have when setting up a referral program is: how much should I offer as a reward?
Referral programs don't succeed or fail randomly.
Your reward is the single biggest lever you control when it comes to how many referrals your program generates.
Referral codes let you track referrals when a link is not the best handoff, and can also be used with Stripe checkout when you want code redemption and coupon discounts in one flow.
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.
