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How the API flow works
Create the Reward Rule
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Use the Referral Factory API when your own backend should update a loyalty account, wallet, credit balance or proprietary rewards system before marking a Referral Factory reward as Issued. This gives your business control over the real reward action and its audit trail.
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This help article explains the setup. These Learn guides explain the bigger strategy, planning, and real-world use of referral programs.
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Give Referrers a unique coupon when their referral reaches the outcome you choose.
Use your own unique coupon codes as rewards for Leads and Referrers, and keep track of who received each code.
Use Make when an issued Referral Factory reward needs to move through a visual, multi-step scenario. For example, you could send a gift card, update a customer wallet, add account credit, notify a team or route different rewards to different apps.
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