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Getting Started
Set up your first referral campaign step by step.
Best first reads for this topic
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.
Quick answers in this topic
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.
Additional reference
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.
Across the help hub
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.