Learn how to decide when a referred lead has successfully completed the action that matters to your business. Set up qualification using Referral Factory, CRM activity, custom events, APIs, webhooks, or other conversion milestones.
Send this topic context to support and we will help you find the next step.
Qualification is the rule that decides when a 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.
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.
A guide covering What is qualification and why does it exist? in Qualification.
A guide covering How to choose your qualification moment in Qualification.
