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Overview
A high-level guide for Monday.com users researching Referral Factory
If your team already uses Monday.com, Referral Factory can add the referral-program layer around the people, leads and sales activity you already manage there. The main question is which parts should happen in Referral Factory and which Monday.com changes should qualify a referral.
Is Monday.com a good fit for the referral program I want to run?
It can be a good fit when your team already manages contacts and leads on boards and wants referral activity to appear alongside that work. Referral Factory manages the referral experience and attribution; Monday.com can receive people and leads and provide activity for qualification.
Which parts of a referral program can I automate with Monday.com?
- Bring existing Monday.com contacts into Referral Factory as referrers.
- Send new referrers and new campaign leads to Monday.com.
- Use a Monday.com property, group or board change to qualify a referral.
How would existing Monday.com contacts enter the referral program?
Select a Monday.com board and group in the Referrers sync flow. Referral Factory maps name and email, adds the people as referrers, and can write referral information back to Monday.com.
How would new referrers and leads move between the two systems?
A new referrer joins and can be sent through the Referrers path. A new lead enters through the campaign and can be sent through the separate Leads path. In each case, the business chooses a Monday destination and maps the information it needs.
How could Monday.com activity qualify a referral?
A business can choose a property change, a group move, a board move, or a property change together with a group move. When the selected condition is met on the connected Monday.com item, Referral Factory can qualify the referral.
What would the referral process look like from start to finish?
Step 1
A person becomes a referrer in Referral Factory.
Step 2
The referrer shares the campaign experience.
Step 3
A new lead joins through the referral journey and remains connected to the referrer.
Step 4
Referral Factory sends the lead to the selected Monday destination.
Step 5
The sales team works with the lead in Monday.com.
Step 6
A Monday.com change can qualify the referral in Referral Factory.
Step 7
The campaign reward rules determine what happens next.
How much of the referral program would my team still manage in Referral Factory?
Referral Factory remains the place to manage the campaign, referrer experience, attribution and qualification rules. Monday.com remains the place where your team works with the contacts and leads it receives.
What would I need to get started?
When ready, use the detailed guide for the specific flow. You do not need to decide every mapping or rule while researching fit.
- A Monday.com account with access to the board and group.
- A Referral Factory campaign.
