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Overview
Referral Factory can qualify a lead automatically when the related ActiveCampaign deal reaches the point you choose: one of the deal stages you select, or the deal being marked as won.
What does it mean to qualify a lead in Referral Factory?
A lead is qualified when they complete the action that counts as a successful referral for your campaign. For example, you might qualify the lead when their ActiveCampaign deal reaches a chosen stage or is marked as won.
When the rule is met, the referral status changes to qualified in Referral Factory. Qualification and rewards are separate settings, so a reward is only triggered if your campaign has a reward rule that uses qualified referrals.
How does automatic qualification with ActiveCampaign work?
Once a lead has been sent to ActiveCampaign as a deal, Referral Factory checks your ActiveCampaign deals every 15 minutes. When the lead’s deal meets the rule you selected, Referral Factory marks the referral as qualified. If the deal later moves to a stage you did not select, or is no longer marked as won, the referral goes back to not qualified, so select every stage that should count.
Why do my leads need to be sent as deals?
Qualification uses deal stages and the won status, so it only works when the campaign is set to Create New Deal In ActiveCampaign. Leads sent with Create New Contact In ActiveCampaign cannot be qualified automatically. To change this, follow the ActiveCampaign lead-sync guide.
How do I qualify referrals when the deal reaches a stage?
Open the Leads tab and make sure the campaign is set to Create New Deal In ActiveCampaign. Then open Qualification Rules and choose The deal stage would change.
Under Which deal stage(s) mean the referral is qualified?, check the pipeline under Select pipeline, then choose one or more stages under Select deal stage(s). This is the same pipeline that new deals go into, so changing it here also clears the Deal Stage in Map your fields. When the deal reaches one of these stages in ActiveCampaign, the referral qualifies in Referral Factory.
How do I qualify referrals when the deal is won?
Open Qualification Rules and choose The deal would be marked as WON when your team uses ActiveCampaign’s won status to show that the deal became a customer. This option does not ask you to choose a stage.
How does Referral Factory know which lead to qualify?
Referral Factory links the ActiveCampaign deal it created to the matching referral. When that specific deal meets the rule you selected, Referral Factory qualifies that referral rather than every referral in the campaign.
How long does automatic qualification take?
Referral Factory checks ActiveCampaign every 15 minutes, so a qualification can take up to 15 minutes to appear after the deal changes. Allow that time before treating a test as unsuccessful.
What happens in Referral Factory after a lead is qualified?
The referral status changes to qualified in Referral Factory. You can then see the qualified referral in the campaign, and any campaign reward rule that depends on qualification can continue according to its own settings.
Does qualifying a lead trigger a reward?
It can. Qualification makes the referral eligible for a reward when the campaign has a reward rule based on qualified referrals. Qualification does not by itself define the reward, its timing, or its notification settings.
For commission rewards, choose Pull from ActiveCampaign, then Deals, then Value (Deal), to calculate the commission from the deal value.
How do I test automatic qualification with ActiveCampaign?
Use a dummy referral and the dummy ActiveCampaign deal that Referral Factory creates for it. Move the deal to the selected stage, or mark it as won. After allowing up to 15 minutes, open the referral in Referral Factory and confirm that its status is qualified.
If the referral does not qualify, confirm that the deal is in the selected pipeline and stage, or that it is marked as won. Use dummy data for testing so you do not change a real customer record.