The secret to getting the most out of your free trial

The secret to getting the most out of your free trial

Referral Factory makes it incredibly easy for any business to build and launch their own referral programs. No developers needed.

But, we don’t want you to just take our word for it, we want you to experience it for yourself. 

That’s why we offer a 15 day free trial with no credit card required- to give you the chance to use the software, test it internally and most importantly see the value that it can add to your business. 

The sooner you get going, the more time you have to run your campaign while still under your free trial. 

Read our guide below to find out how to get maximum value from your trial.

Book A Demo

If you haven’t had a demo, the first thing you should do is book a demo with a Customer Success Agent. They’ll show you how the platform works, help you build a campaign and offer valuable insight and tips along the way. Plus, customers that have a demo with us get their free trial extended to 30 days.


Explore The Functionality

There are hundreds of templates to help you get started. You can insert images, gifs and videos explaining your product or service to get more people referring and ultimately generate more leads. You can also add buttons to your campaign that link to your website or ecommerce store. There is even an example campaign loaded in your account to show you how a campaign works. Spend time in the platform and use the different features we’ve built to make your program more powerful. 

Referral Factory functionality

Brand Your Program

You can completely customise your campaign to look like your own brand. Add a background image or have a plain colour background, play around with the font types, colours and sizes. Even change the colour of the buttons in your campaign. You can style your program to be 100% on brand

Customisation options

Connect Your Business Tools

If you use Hubspot, Salesforce or Intercom – connect your referral program to your account. This will allow you to push your referral leads into your CRM and manage them using your existing business processes to convert them.

Connect your business tools

Launch Your Campaign

Now that you have a strong referral program setup, it’s time to roll it out to a sample size of your customers. The reason we suggest a smaller number to start is that it gives you a chance to see how the campaign could perform before you launch to your whole customer base. There are various ways you can onboard new referrers into your campaign.

Ways to launch a campaign

Market Your Referral Program

Even if you build the best referral program, no one will use it if they don’t know about it. There are so many ways to market your referral program. Send an email to your customers, use your product or website to spread the word as well – embed it in your website, build a landing page for your referral program or add a Refer A Friend button inside your customer portal. If you have a physical store, you can even download a QR and display it in your store or stick it on products that you deliver to customers. 

Refer A Friend

Know of a business owner that wants more referrals? Refer them to Referral Factory and we’ll give you €75 for every customer you refer to us. You could get your next month of Referral Factory for free!  Get your referral link here.