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.
Send this topic context to support and we will help you find the next step.
Referral Factory provides nine built-in ways to get referrers into your program.
Referral Factory supports four main referral methods: a personal Referral Link, a personal QR Code, direct Lead Submission, and a Stripe Promo Code when promo codes are configured. These methods describe how a referral is made. The Branded Referrer Portal, Website Widget, On-Click Pop Up, Sticky Bar, and embedded portal are different: they are places where customers access those referral tools.
Yes. You can add your referral program to an existing website in several ways — from simply linking to your Branded Referrer Portal, to embedding the referral experience directly into your site, adding a Website Widget, showing a Sticky Bar, or opening the referral experience from a Refer a Friend button. The best option depends on whether customers are browsing a public website or already logged into your product or customer portal.
Build a branded portal where referrers can join your campaign, access the referral asset you configure, and track activity.
The Website Widget adds a floating referral button to your website. When someone clicks it, your Branded Referrer Portal opens as an overlay, allowing customers to join your referral program or access their existing referral account without leaving your site.
Referral Factory gives you several ways to place your referral program directly inside your website, customer portal, or logged-in product.
Turn any button or action inside your logged-in product into a referral prompt. Perfect for SaaS, subscription and online businesses that want to catch happy customers while they’re already engaged, and turn that moment into a referral.
Add a sticky referral bar inside your logged-in experience. When a user clicks it, a referral form pops open so they can submit a friend, colleague or lead in seconds, without leaving your product.
Make referring someone ridiculously easy.
Yes, when your website includes a logged-in customer experience. Customers can submit a contact’s details through the Sticky Bar without sending that person through a referral link first.
Let referrers submit a contact's details directly when sharing a referral link is not the best fit
Customers can show their personal referral QR code in person. The person they are speaking to scans it with a phone, opens the customer’s referral experience, and can submit their details without typing a referral link.
Yes. Customers can use a Lead Submission Form, a personal QR code, direct submission in a supported logged-in product experience, or a configured Stripe promo-code flow instead of sending someone a referral link in the usual way.
Referral Factory can keep an offline or in-person referral associated with the right referrer when the chosen method carries that referrer’s identity.
There's no single right answer, but a practical starting point is once a month through your regular communications, plus always-on passive placements (pop-up,.
If your referral program is live but not generating referrals, use this step-by-step checklist. Most issues fall into a few common patterns.
A referral leaderboard lets your Referrers see how they rank against other participants in the campaign. It can add a competitive element to your referral program and give active Referrers another reason to keep sharing.
Start with channels where your happiest customers already engage with you: post-purchase emails, product dashboards, customer newsletters, account portals, onboarding flows, or support follow-ups. The best placement depends on when customers are most likely to recommend you.
Yes. Referral Factory supports social sharing paths and campaign links you can use in social posts, communities, and customer communications. Social works best when the reward and audience are specific rather than broadly promotional.
Referral Factory includes options such as widgets, pop-ups, sticky bars, branded referral portals, contact uploads, automation, and share links. Choose the tool that fits the place where customers naturally interact with your brand.
Common causes include low program visibility, unclear rewards, weak timing, too much friction, or an audience that has not yet experienced enough value. Review where the program is promoted and whether the referral ask feels useful to the customer.
