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Yes. Referral Factory can support you at different levels depending on how much help your team needs.
You can build and launch the program yourself, use guided onboarding to get help setting things up, or choose a managed Enterprise rollout where the Referral Factory team works more closely with you on the strategy, setup, integrations, testing and launch.
The right approach depends on the complexity of your referral program, the systems it needs to connect to and how much of the implementation your team wants to manage internally.
Can I set up Referral Factory myself?
Yes. Referral Factory can be set up and managed by marketing, growth, customer success or operations teams without needing Referral Factory to build the program for them.
Your team can use the platform to:
This works well when your team already knows who should refer, what counts as a successful referral and what reward or incentive you want to offer.
Referral Factory’s Basic plan is designed for teams that want to take this self-managed approach.
- create the referral campaign
- build the referral experience
- add or onboard referrers
- configure rewards
- set up emails
- choose how the program will be promoted
- connect supported integrations
- test the referral journey
- launch and monitor the program
What help does Referral Factory provide during setup?
The level of setup support increases depending on the plan and implementation model.
| Setup approach | Best suited to | Referral Factory support |
|---|---|---|
| Self-serve | Teams comfortable building and launching the program themselves | The Basic plan offers chat and email support when needed. |
| Guided onboarding | Businesses that want help getting the platform configured correctly | The Pro includes guided onboarding from the Referral Factory support team |
| Managed service | Larger or more complex organisations that want the Referral Factory team more involved | The Enterprise plan includes managed rollout and a dedicated account manager |
Pro is positioned for medium-sized businesses that want guided onboarding, while Enterprise is designed for organisations that need more hands-on implementation, organisational support and operational control.
What can Referral Factory help me with during a managed rollout?
With an Enterprise managed rollout, Referral Factory can work with your team across the full referral-program journey rather than simply giving you access to the software.
Depending on the program, this can include help with:
The Enterprise service is structured around taking a referral goal through discovery, design, build and launch, with a dedicated account manager supporting the rollout.
This is particularly useful when referrals need to fit into existing CRM, payment, customer, security or operational processes rather than operating as a standalone campaign.
- referral program strategy
- defining the audience you want to activate
- planning the referral journey
- choosing the referral incentive or reward structure
- campaign setup
- integrations and tracking
- qualification and conversion logic
- testing the end-to-end referral flow
- launch planning
- procurement, security and implementation requirements
What does my team still need to decide?
Even with implementation support, the best referral programs are built around decisions that come from your business.
Your team will usually need to help define:
Referral Factory can help you design and implement the mechanics around these decisions, particularly as part of a managed rollout.
- Who should refer? Customers, members, partners, affiliates or another audience.
- Who are they referring? The type of customer or lead you want to attract.
- What counts as success? For example, a purchase, booking, approved application, signed contract or paid subscription.
- What should the reward be? And whether the referrer, referred person or both should receive something.
- Where does the referral journey go next? For example, your website, sales process, booking journey or CRM.
- How will the program be promoted? Referral software can manage the program, but customers still need to know it exists.
Will I need my own developer or technical team?
Not necessarily.
Most standard Referral Factory setup can be managed without development work. Standard campaign building, reward configuration, emails and supported integrations can usually be configured through the platform.
Technical involvement becomes more useful when your referral program needs to connect deeply to your existing systems.
For example, your developer or technical team may be involved with:
For more complex Enterprise implementations, Referral Factory can work alongside your technical team to plan the referral integration while your organisation remains responsible for its own systems and custom code.
- API or webhook workflows
- custom integration logic
- embedding Referral Factory inside a website, product or customer portal
- authentication or logged-in experiences
- custom HTML
- more complex data mapping
- self-hosted data architecture
Can Referral Factory help with CRM and integration setup?
Yes. Referral Factory can help you determine how your referral program should connect to the systems you already use.
This is particularly important when the actual conversion happens outside Referral Factory.
For example, a referred lead might enter a CRM and only become successful when:
Referral Factory supports integrations with CRM and payment platforms as well as API, webhooks and automation tools, allowing the referral outcome to be connected back to the original referrer.
- a deal reaches a particular stage
- an application is approved
- a payment is received
- a subscription starts
- another business-defined event occurs
What setup support is available for medium and larger businesses?
Referral Factory is designed to scale from self-managed programs through to more involved implementations.
Medium-sized businesses can use Pro when they want the flexibility to operate the program themselves but would benefit from guided onboarding.
Larger and Enterprise organisations can use the managed service when implementation involves several teams, more complex integrations, procurement, security reviews, custom agreements, data requirements or a more structured rollout.
Enterprise also includes a dedicated account manager and support across implementation and launch.
Referral Factory does not only provide referral software. Businesses that need more support can also get help turning the referral strategy into a program that is configured, tested and ready to launch.