Referrers

Yes. A referrer can use the Branded Referrer Portal to access the referral asset configured for your campaign, see referral activity, and review qualification and reward information in one place.

Referrers cannot be transferred directly. Add the same person to the new campaign and keep the original record for its history.

Yes. You can proactively add people who already use your business as Referrers through a CSV upload, CRM Sync, an automation from another app, the API, or another supported integration.

Add customers as Referrers and Referral Factory automatically creates a unique Referral Link for each person.

Use the Referrers area to find, add, edit, export and review the people participating in a campaign.

Add one person directly to a campaign and Referral Factory will create their unique Referral Link automatically.

Upload a customer list into a campaign when you want to add existing people as Referrers and create their campaign referral information in one controlled batch.

A Referral Link is a unique URL generated for each Referrer in a campaign. Referrers share this link with friends, customers, or colleagues, and Referral Factory uses it to identify who generated each new Lead.

How referrers sign up, log in, and use the branded referrer portal to find their referral link and track their referrals.

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.

If your customer data lives in Stripe, you can sync those contacts directly into your campaign as referrers — no CSV export needed.