Qualification

Referral Factory gives you six methods to qualify leads. You can use one or combine them depending on your tech stack and workflow.

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.

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.

Connecting Stripe to Referral Factory lets you automatically qualify referrals when a referred customer makes a payment.

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.

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.