Who counts as a referrer in Referral Factory?
A referrer is anyone who joins your campaign and shares a referral link, code, portal, or invitation path. They are the person recommending your business to a friend, customer, colleague, or lead.
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11 articles in this topic
Referrers
Manage the people who refer others to your business.
The Referrers category explains how to manage the people who share your business through Referral Factory. Referrers might be customers, partners, employees, affiliates, students, members, or any audience you invite into a campaign.
Use these articles when you need to add referrers, find a specific person, move someone between campaigns, understand portal access, or keep your referrer data clean. Strong referrer management helps your program scale without losing track of who is driving growth.
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FAQs
Quick answers in this topic
Referrers•FAQ
FAQ: How can referrers submit their friend's details directly?
Sometimes referrers want to refer someone who isn’t going to sign up themselves — for example, a trade customer who wants to pass on a friend’s contact.
2 min read
Referrers•FAQ
FAQ: Can a referrer have multiple referral links?
Within a single campaign, each referrer has exactly one unique referral link. This is by design — it keeps attribution clean and prevents split-tracking issues.
1 min read
Referrers•FAQ
FAQ: How do I find a specific referrer quickly?
Use the search bar at the top of the Referrers table. You can search by name or email address and the table will filter in real time.
1 min read
Referrers•FAQ
FAQ: Can I move a referrer from one campaign to another?
No — referrers cannot be moved between campaigns directly.
1 min read
Referrers•FAQ
FAQ: What happens if a referrer's email changes?
Referral Factory uses email address as the unique identifier for referrers within a campaign.
1 min read
Category FAQ
Common questions about Referrers
Can I upload referrers instead of asking them to join?
Yes. You can add referrers through campaign signup, manual entry, CSV upload, sync options, or supported integrations depending on your setup. This is useful when you already have a customer or partner list ready to invite.
Can one person be in more than one campaign?
Yes, a person can participate in different campaigns if your program structure requires it. Keep campaign naming and segmentation clear so reporting, rewards, and communication stay easy to understand.
How do referrers access their referral portal?
Referrers can access their portal through the link or email flow connected to your campaign. The portal gives them a place to find their referral link, share options, and campaign information.
More in this category
Additional reference
Referrers•How-To
How to use referral codes
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.
9 min read
Referrers•Concept
What is a Referral Link?
A referral link is the primary trackable URL each referrer shares. Referral codes can support the same campaign when a code is easier to capture later.
2 min read
Referrers•How-To
How to generate and share referral links for your customers
Referral links are generated automatically the moment a referrer is added to your campaign. Referral codes can also be used where a code is the better handoff.
3 min read
Referrers•How-To
How to sync referrers from Stripe
If your customer data lives in Stripe, you can sync those contacts directly into your campaign as referrers — no CSV export needed.
5 min read
Referrers•How-To
How to add referrers manually
You can add individual referrers to your campaign directly from the Referrers tab without needing a CSV or integration.
2 min read
Referrers•How-To
How to delete or deactivate a referrer
To remove a referrer from your campaign, locate them in the Referrers tab and click the ⋯ menu (three dots) on their row. Select Delete Referrer.
2 min read
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Across the help hub
Referrers•How-To
How to use referral codes
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.
9 min read
Getting Started•FAQ
FAQ: How do I log in or reset my password?
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.
3 min read
Analytics•FAQ
FAQ: Can I use UTM parameters or tracking pixels with Referral Factory?
What works and what doesn't when it comes to UTM parameters, Google Analytics, Facebook Pixel, and other tracking tools on your referral pages.
4 min read
Promoting Your Program•FAQ
FAQ: How do referrers access their portal?
How referrers sign up, log in, and use the branded referrer portal to find their referral link and track their referrals.
3 min read