Define when a referral counts as successful.
The Qualification category explains how Referral Factory decides when a referral should count as successful. Qualification is where you connect referral activity to the business result that matters, such as a purchase, booked demo, approved deal, activated account, or manual review.
Use these guides before launching rewards or reporting on performance. Clear qualification rules help prevent fraud, avoid accidental payouts, and make sure referrers are rewarded for leads that genuinely move your business forward.
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Qualification is the rule that decides when a referred lead becomes a successful referral. It protects your program by making sure rewards and conversion reporting are tied to a real outcome, not just a form submission.
Yes. Many programs capture the lead first and qualify them later when they purchase, reach a CRM stage, attend a demo, or pass manual review. This is common for sales-led and higher-value referral programs.
Use clear qualification rules, email verification where appropriate, duplicate checks, manual review for suspicious activity, and reward timing that waits for a meaningful conversion. The right mix depends on your campaign and reward value.
Yes, but changes should be made carefully. Review how the new rule affects existing leads, future rewards, and reporting so referrers are treated fairly and your team understands when the new rule applies.
If a lead qualifies and is then refunded, you can manually unqualify them in Referral Factory.
Referral Factory has several built-in protections against common referral fraud patterns.
Referral Factory does not automatically know when someone has converted.
Qualification is the step where you confirm a referral has converted — for example, the referred person made a purchase or signed a contract.
No — and for most businesses, separating them is the smarter approach.
Yes. If you are qualifying using a CRM or Payment gateway, you can update your qualification method at any time from the Integrations and API tab.
Connecting Stripe to Referral Factory lets you automatically qualify referrals when a referred customer makes a payment, including Stripe promo code redemption when that workflow is enabled.
If you use Intercom to manage your customers, you can connect it to Referral Factory and automatically qualify referrals when a contact's data attribute.
Zapier lets you connect Referral Factory to thousands of other tools and qualify referrals automatically based on events in your own systems — no code required.
Make (formerly Integromat) is a no-code automation platform that you can use to qualify referrals automatically based on events in almost any tool.
n8n is an open-source workflow automation tool that can be self-hosted or used via n8n Cloud.
Connecting Salesforce to Referral Factory lets you automatically qualify referrals based on changes in your Salesforce CRM — such as when a lead's status.
Referral Factory does not have a built-in automatic delay setting between qualification and reward issuance.
A guide covering What is qualification and why does it exist? in Qualification.
A guide covering How to choose your qualification moment in Qualification.
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.
