What security standards does Referral Factory follow?
Referral Factory is SOC 2 Type II audited, ISO 27001 certified and GDPR compliant. Request the current reports, certificates and scope when your security or procurement team needs evidence.
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11 articles in this topic
Security & Compliance
Learn about Referral Factory security, privacy and compliance, and protect your account and referral programs from fraud and abuse.
Use these guides to understand how Referral Factory protects customer data, secure access to your account, and reduce fraud, bot sign-ups and self-referrals in your campaigns.
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Best first reads for this topic
Security & Compliance•Overview
What Security Features Does Referral Factory Use?
Understand Referral Factory’s security standards, data protection, account access controls, campaign safeguards and hosting options.
3 min read
Security & Compliance•Guide
How Do I Secure My Referral Factory Account?
Protect your account with two-factor authentication, individual teammate access, appropriate permissions, SSO and secure credentials.
3 min read
Security & Compliance•Guide
Is Referral Factory GDPR Compliant?
Understand Referral Factory’s GDPR position, controller and processor responsibilities, campaign checks and available privacy documentation.
3 min read
Security & Compliance•Guide
Does Referral Factory Have a SOC 2 Type II Report?
Learn what Referral Factory’s SOC 2 Type II report covers at a high level and how to request the current report for review.
3 min read
Security & Compliance•Guide
Is Referral Factory ISO 27001 Certified?
Understand Referral Factory’s ISO 27001 certification status and how to request the current certificate, scope and dates.
3 min read
Security & Compliance•Guide
What Legal, Privacy and Compliance Rules Should I Consider for a Referral Program?
Use a practical checklist for referral-program privacy, marketing, rewards, data retention, campaign terms and jurisdiction-specific review.
3 min read
Security & Compliance•Guide
How Does Referral Factory Detect and Prevent Referral Fraud?
Reduce referral abuse with reCAPTCHA, email verification, qualification rules, reward review, referral limits and activity checks.
3 min read
Security & Compliance•Guide
How Can I Prevent Self-Referrals?
Reduce self-referrals with unique email checks, verification, qualification rules, reward review, referral limits and clear campaign terms.
3 min read
Security & Compliance•Guide
What Is reCAPTCHA and How Can I Enable It for My Referral Program?
Enable reCAPTCHA in Referral Factory campaign settings to reduce automated form submissions, then test the public referral journey.
3 min read
Security & Compliance•Guide
How Do I Prevent Bots From Signing Up for My Referral Program?
Reduce automated sign-ups with reCAPTCHA, email verification, qualification rules, reward review and suspicious-activity checks.
3 min read
Security & Compliance•Guide
What Happens If Someone Refers Themselves?
Understand how same-email self-referrals are blocked and what to review when someone uses a different email address.
3 min read
Category FAQ
Common questions about Security & Compliance
How can I secure my Referral Factory account?
Use two-factor authentication, give each teammate a separate login, limit permissions, remove old access and protect API and integration credentials. SAML SSO is available on supported plans.
How can I reduce referral fraud and bot sign-ups?
Use reCAPTCHA, email verification, qualification rules, referral limits and reward review. Check unusual activity in the Leads view before issuing high-value rewards.
Does Referral Factory make my referral program legally compliant?
No. Referral Factory provides platform controls and documentation, but your organisation remains responsible for the notices, permissions, campaign terms, retention rules and local requirements that apply to its program.
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Rewards•Guide
What happens if the Stripe payment is later refunded/cancelled?
If a referred Lead qualifies through Stripe and that payment is later refunded, Referral Factory can reverse the qualification and return the Lead from Qualified to Pending.
3 min read
Rewards•Guide
How Can I Issue Referral Rewards Using Webhooks?
Use Webhooks when an issued Referral Factory reward should be sent to an endpoint that your business controls. This is useful for adding loyalty points, triggering an internal payout, adding account credit, updating a customer wallet or passing reward information to your own rewards platform.
3 min read
Emails•Guide
Can I Send Emails Using Referral Factory?
Send automated campaign emails and one-time Email blasts to referrers and leads directly from Referral Factory.
3 min read
Billing•Guide
Where Do I Manage Billing, Payment Details and Invoices in Referral Factory?
Manage your plan, billing cycle, payment method, billing email and invoice history from your Referral Factory account.
4 min read