Your Referral Program Checklist: What To Check Before Launch

Referral marketing is a powerful tool for businesses looking to grow their customer base through word-of-mouth advertising. With the help of Referral Factory, you can create, launch, and manage a successful referral program that generates high-quality leads and drives conversions through customer advocacy. In this comprehensive guide, we'll walk you through the process of building and launching a referral marketing campaign using Referral Factory, focusing on the essential elements that contribute to a successful referral program.

Referral marketing is a powerful tool for businesses looking to grow their customer base through word-of-mouth advertising. With the help of referral software like Referral Factory, you can create, launch, and manage a successful referral program that generates high-quality leads and drives conversions through customer advocacy. In this comprehensive guide, we’ll walk you through your ultimate pre-launch referral program checklist, including the process of building and launching a referral program using Referral Factory, focusing on the essential elements that contribute to a successful referral program. This will cover everything you need to know, from how to launch a client referral program to how to set up your referral tracking so it qualifies your referrals automatically when they convert.

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1. Develop a Referral Marketing Strategy

Before diving into the technical aspects of setting up your referral program with Referral Factory, it’s essential to establish a solid strategy that outlines your goals, target audience, rewards and/or incentives, and lead generation flow.

In this section, we offer a brief crash course for developing a referral marketing strategy but, you might want to consult these additional resources if you’re brand new to referral marketing.

📖 Referral Marketing 101: A Comprehensive Guide for Business Owners

📖 How To Create A Referral Program – 8 Steps You Can Follow

1.1. Set Your Goals

Setting goals before starting a referral campaign is crucial as it provides a clear direction and purpose for the campaign, ensuring that efforts are aligned with desired outcomes. In addition, by defining goals upfront, businesses can better measure success, track progress, and optimize their referral program for maximum impact. Examples of potential goals for a referral campaign could include increasing customer acquisition by a specific percentage within a defined timeframe, generating a certain number of qualified leads, improving customer retention rates, or increasing overall revenue through referrals. These goals provide a framework for decision-making, resource allocation, and campaign optimization, enabling businesses to focus their efforts and achieve tangible results from their referral program. Moreover, setting specific and measurable goals helps to motivate participants, guide messaging and incentives, and drive the overall success of the referral campaign.

1.2. Common Types of Referral Campaigns

It’s useful to consider that referral campaigns can take many forms, depending on the target audience, industry, and desired outcomes. You can view some examples of different referral programs here. Here are some more common types of referral campaigns to consider:

Customer-to-Customer / Business-to-Consumer (B2C) Referral Campaigns

These campaigns encourage previous customers to refer their friends and family, or colleagues to the business, often in exchange for referral rewards or incentives. This type of referral campaign is ideal for businesses with a loyal customer base who are willing to spread the word about the company’s products or services.

B2C referral program

Check out this simple B2C referral program template

Business-to-Business (B2B) Referral Campaigns

These campaigns focus on referrals between businesses, sometimes through partnerships or affiliate programs. This type of referral campaign is suitable for businesses that sell to other businesses.

b2b referral program template

Check out this simple B2B referral program template

Employee-to-Job Candidate Referral Campaigns

These campaigns incentivize employees to refer potential hires to the company. This type of referral campaign can be effective for businesses looking to attract top talent through their existing employees’ networks. Employee referral programs are a great way to address those hard-to-fill vacancies!

employee to employee referral program template for recruitment

Check out this simple employee-to-employee referral program template

Employee-to-Customer Referral Campaigns

An employee-to-customer referral campaign incentivizes employees to refer customers to their company’s products or services. Employees are rewarded for their referrals, motivating them to become brand ambassadors and actively promote the business within their personal and professional networks.

Influencer Referral Campaigns

An influencer referral campaign is a marketing strategy that involves partnering with influential individuals to promote products or services to their audience. By leveraging the credibility and reach of these influencers, businesses aim to generate referrals and expand their customer base.

influencer referral program template

Check out this simple influencer referral program template 

Partner Referral Campaigns

A partner referral campaign is a collaborative marketing strategy where businesses establish referral partnerships with other companies or organizations. These partners refer their own customers, clients, or contacts to the business, often in exchange for incentives or mutual benefits, creating a mutually beneficial referral ecosystem that expands the reach and customer base of all involved parties.

1.3. Define Your Target Audience

Defining your target audience is a crucial step in a successful referral campaign. It involves considering who you want to ask for referrals, whether it’s your existing customers, business partners, employees, or a combination thereof. Identifying your target audience allows you to tailor your messaging and offer incentives that resonate with them, increasing the likelihood of their participation and the effectiveness of your referral program.

When determining your target audience, consider factors such as their demographics, interests, behaviors, and relationship with your brand. For example, if you’re targeting existing customers, you can leverage their positive experiences and loyalty to encourage them to refer their friends or colleagues. Alternatively, if you’re tapping into your business partners or employees, you can leverage their network and industry relationships to expand your reach and tap into new potential customers.

By understanding your target audience, you can craft compelling messaging that appeals to their specific needs, desires, and motivations. This could include highlighting the benefits of your product or service, emphasizing the value they can bring to their connections, or showcasing the unique rewards and incentives they can earn through referrals.

Tailoring your messaging and incentives based on your target audience ensures that your referral program resonates with them, increasing the chances of their active participation and the referral quality. It also allows you to allocate your resources effectively by focusing your efforts on the individuals or groups most likely to generate successful referrals.

1.4. Choose Referral Rewards

referral program rewards

When choosing rewards for a referral campaign, it’s important to consider whether you want to offer single-sided or double-sided rewards. Single-sided rewards focus on rewarding the referrer only, while double-sided rewards provide incentives to both the Person Referring and the Person Invited. The choice between the two depends on your campaign objectives and budget.

Single-sided rewards can be effective in driving referrals as they incentivize the referrer. They can include discounts on future purchases, gift cards to popular retailers, or exclusive access to premium features or content.

Double-sided rewards, on the other hand, tap into the motivation of both the Person Referring and the Person Invited. In addition to rewarding the referrer, their “friend” also receives an incentive for engaging with your business. This approach can encourage more referrals as the Person Invited has an added motivation to act on the recommendation and the Person Referring will be more likely to refer their friends as they are able to offer them something special. Double-sided rewards can include cash rewards, shared discounts for both parties, or customer loyalty program points for both referrer and referred customer.

When determining the value of rewards, consider your cost per acquisition (CPA), which is the amount you’re willing to spend to acquire a new customer. Calculate the reward value based on the CPA and the expected conversion rate of referrals. For example, if your CPA is $50 and you expect a conversion rate of 20% from referrals, the reward value could be set at $10 per successful referral.

It’s important to ensure that the rewards you choose are valuable and appealing to your target audience. Consider their preferences, interests, and motivations when selecting the rewards. Conducting market research or running surveys can help gather insights on what incentives are most likely to drive action and generate referrals.

Reward Ideas

  • Discounts on products or services
  • Gift cards to popular retailers or online stores
  • Cash rewards or monetary incentives
  • Exclusive access to premium content or features
  • Free upgrades or enhancements to existing products or services
  • Loyalty points or rewards for future purchases
  • Branded merchandise or swag items
  • VIP treatment or special privileges
  • Free trials or extended trial periods
  • Referral credits towards future purchases
  • Donations to a charitable cause in the referrer’s name
  • Access to private events or experiences
  • Customized or personalized products / services
  • Travel vouchers or vacation packages
  • Recognition or shout-outs on social media or company newsletters
  • Referral leaderboard with top referrers receiving special recognition or prizes
  • Training or educational resources
  • Partnership opportunities or business collaborations
  • Referral-exclusive contests or giveaways

Need some more assistance with choosing rewards and incentives? 

📖 Referral Rewards: How To Choose Your Rewards And Calculate The Value 

1.5. Outline Your Lead Flow

When leads are generated through a referral program, they are often considered marketing qualified leads (MQLs) because they come with a built-in level of trust and credibility. Referred leads have already received a recommendation from someone they trust, making them more likely to be receptive to your messaging and further marketing efforts. This inherent qualification can significantly enhance the effectiveness of your referral program.

📖 Qualified Lead Generation: A Detailed Guide Of Tactics, Tips, Tools

Choosing the right call to action (CTA) for the person being referred is crucial in your referral marketing strategy. The CTA should align with the stage of the sales funnel and the level of engagement you want to achieve. For example, if the referral is at the early stage of awareness, a CTA such as “Learn More” or “Download a Whitepaper” can be effective in providing valuable information and capturing their interest. On the other hand, if the referral is further down the funnel and more ready for a sales conversation, a CTA such as “Book a Meeting” or “Request a Demo” can prompt them to take immediate action.

Creating a lead qualification process is essential for effectively managing and prioritizing referred leads. By establishing criteria to assess the fit and potential of the leads, you can allocate your resources appropriately and focus on those with the highest likelihood of conversion. Integrating your referral software with other tools like lead scoring and qualification software can enhance this process and provide valuable insights into the referral leads’ readiness to convert.

referral program

Call to Action Ideas

  • Download a whitepaper / guide / ebook
  • Request a free consultation
  • Sign up for a webinar / workshop
  • Join a mailing list / email newsletter
  • Register for a free trial
  • Request a personalized assessment / audit
  • Schedule a discovery call / meeting
  • Take a quiz / survey to assess needs
  • Access exclusive content or resources
  • Participate in a contest / giveaway
  • Book a product demonstration
  • Attend a live event or conference
  • Request a product sample
  • Get a free quote / estimate
  • Access a gated resource or premium content
  • Join a loyalty / rewards program
  • Receive a discount / coupon code
  • Join a beta testing program
  • Sign up for early access to a new product or feature

1.6. Decide What Constitutes a “Successful” Referral

referral program

When setting up a referral program, one crucial aspect to consider is defining what constitutes a “successful” referral. In most referral programs, the Person Referring is rewarded only after the Person Invited takes a specific action known as a conversion. A conversion can vary depending on the nature of your business and goals. Here are a few examples of common conversions:

Product Purchase: A successful referral occurs when the referred person makes a purchase of your product or service. This is often the most straightforward and tangible conversion, directly contributing to your bottom line.

Subscription Sign-up: For businesses that offer subscription-based services, a successful referral can be when the referred individual signs up for a subscription plan. This ensures recurring revenue and builds a long-term customer relationship.

Account Creation: Some businesses may consider a successful referral when the referred person creates an account on their platform or website. This indicates initial interest and engagement with the brand, providing an opportunity for future conversions.

Form Submission: Referrals can also be considered successful when the referred person completes a specific form, such as a lead generation form or contact request form. This enables further follow-up and nurturing by the sales or marketing team.

App Download: In the case of mobile apps, a successful referral can be when the referred person downloads and installs the app. This increases the user base and potential for engagement within the app ecosystem.

By defining what constitutes a successful referral based on conversions, you can align your referral program with your business objectives and ensure that the rewards and incentives are appropriately tied to measurable actions that drive meaningful results.

Remember, it is crucial to clearly communicate these conversion criteria to both the referrers and the referred individuals. This transparency helps set expectations and ensures that everyone involved understands the desired outcomes and the steps required to achieve them. Furthermore, it allows for accurate tracking and measurement of the referral program’s effectiveness, allowing you to fine-tune your approach and optimize your referral strategy for maximum success.

1.7. Industry-Specific Referral Marketing Strategies

By tailoring referral marketing strategies to the specific needs and preferences of each industry, businesses can maximize the potential of their existing customer base and convert them into enthusiastic brand advocates. Whether it’s software-as-a-service solutions, financial services, legal consultations, educational institutions, healthcare providers, travel experiences, online shopping, or service-based businesses, referrals can play a pivotal role in attracting new customers with higher conversion rates. Each industry has its unique characteristics and target audience, and understanding these nuances is crucial in designing effective referral programs that resonate with customers and drive business growth.


In the SaaS industry, customer satisfaction and product adoption are key. Encourage users to refer their colleagues or industry peers by offering exclusive feature unlocks, extended trial periods, or discounts on their subscription fees. Consider implementing a SaaS referral program within the application itself, making it easy for users to share their positive experiences and refer others directly from the platform.

SaaS referral program template

Check out this referral campaign template especially for SaaS


Referrals are particularly valuable in the finance industry, where trust and credibility play a crucial role. Incentivize clients to refer their friends or family members by offering referral bonuses or cash rewards upon successful account opening or investment. Additionally, consider partnering with complementary financial service providers, such as insurance companies or mortgage brokers, to create a referral network that benefits all parties involved.

finance referral program template

⚡ ​​Check out this referral campaign template especially for the finance industry

In the legal industry, referrals from satisfied clients can significantly boost a law firm’s reputation and client base. Develop a referral program that rewards clients for referring others who require legal services. Consider offering discounted rates on future legal services or personalized gifts to show appreciation for their referrals. Additionally, foster relationships with professionals in related fields, such as real estate agents or accountants, who can refer clients in need of legal assistance.

legal industry referral program template

Check out this referral campaign template especially for the legal industry


Referral marketing can be a valuable strategy for educational institutions, including schools, colleges, and online learning platforms. Encourage students, parents, or alumni to refer prospective students by offering incentives such as tuition discounts, scholarships, or exclusive access to workshops or resources. Leverage social media platforms and alumni networks to amplify the reach of your referral program and engage with a wider audience.

education industry referral program template

Check out this referral campaign template especially for the education industry


In the healthcare industry, referrals from satisfied patients can be instrumental in driving new patient acquisitions. Implement a referral program that rewards patients for referring their friends, family, or colleagues to your medical practice. Offer incentives such as discounted consultations, priority appointments, or personalized healthcare plans. Ensure that the referral process is seamless and user-friendly, allowing patients to refer others easily through online portals or mobile apps.

healthcare industry referral program template

⚡ Check out this referral campaign template especially for the healthcare industry


Referrals can be a powerful tool in the highly competitive travel industry. Encourage satisfied travelers to refer their friends or family members by offering discounts on bookings, complimentary upgrades, or exclusive travel packages. Leverage user-generated content and social media platforms to showcase positive travel experiences and provide an easy way for customers to refer others by sharing their travel stories.

travel referral program template

Check out this referral campaign template especially for the travel industry


eCommerce businesses can leverage the power of referrals to expand their customer base and drive repeat purchases. Implement a referral program that rewards customers for referring others to your online store. Offer incentives such as store credits, free shipping, or exclusive access to limited-edition products. Streamline the referral process by integrating it into your website or online store, making it simple for customers to refer others with just a few clicks.

ecommerce referral program template

Check out this referral campaign template especially for eCommerce businesses

Consumer Services:

In service-based industries like plumbing and electrical work, referrals play a significant role in attracting new clients. Encourage satisfied customers to refer their friends, neighbors, or colleagues by offering discounts on future services, priority scheduling, or complementary maintenance checks. Consider providing referral cards or personalized discount codes that customers can easily share with their network, both online and offline.

referral program template consumer services

Check out this referral campaign template especially for consumer services

2. Build Your Referral Campaign

referral program build your campaign

I Now that you’ve developed a comprehensive and effective referral marketing strategy, it’s time to put it into action and create a referral program using Referral Factory. The first step is to focus on designing a seamless and engaging user experience. This involves building a series of well-crafted landing pages and email notifications that guide individuals through the process of referring others and being referred to themselves. The landing pages should clearly communicate the benefits of the referral program, provide simple and intuitive instructions, and showcase compelling calls-to-action. The email notifications should be strategically crafted to inform, motivate, and guide participants at various stages of the referral process, ensuring they are kept informed and encouraged to actively participate. By prioritizing the user experience and utilizing the capabilities of Referral Factory, you can create a referral campaign that not only attracts and engages participants but also maximizes the potential for successful referrals and conversions.

Start by clicking “Create a Campaign” from your Dashboard or Campaigns tab. Or, select a template that you can customize.

2.1. Implement your Brand Identity

Aligning your referral campaign with your brand identity is crucial because it helps to build and reinforce trust among your audience. Referral marketing relies heavily on the recommendation and endorsement of existing customers or brand advocates. When these individuals refer their friends or acquaintances to your business, they are essentially putting their own reputation on the line. By ensuring that your referral campaign reflects your brand’s identity, values, and visual aesthetics, you create a consistent and cohesive experience for both referrers and referees. This consistency builds trust and reassures individuals that they are engaging with a reliable and reputable brand.

With Referral Factory, it’s easy to ensure that your campaign aligns with your brand identity, as there are options to adjust colors, fonts, and messaging. You can build a campaign from scratch or use one of Referral Factory’s customizable templates to create on-brand landing pages and email notifications.

Note: Your design settings for a referral campaign will affect both your landing pages and email notifications.

📖 How To Change The Design/Theme Of Your Campaign 

2.2. Customize Your Campaign Landing Pages

A landing page is a standalone web page specifically designed to capture the attention of visitors and prompt them to take a specific action, such as referring their friends or signing up to register their interest. These pages should be strategically crafted to provide essential information, highlight the benefits of the referral program, and present a clear call-to-action.

Landing pages should be tailored to engage and persuade visitors, offering them a seamless experience and guiding them through the referral process. By optimizing landing pages with compelling content and intuitive calls to action, businesses can effectively drive conversions and maximize the success of their referral program campaigns.

Let’s start by exploring the possible landing pages for the person you are asking to refer their friends, what we call “The Person Referring”.

📖 Your Campaign Builder – Pages For Person Referring 

Pages for the Person Referring Step 1 — The Join Page

This is the page that will open when someone clicks on your campaign join link or scans the QR code for your campaign.

On this page, you can invite anyone to join your referral campaign by getting them to submit their details and receive their own unique referral link.

Note that our software requires a first name and an email address for someone to register to refer, but you can add additional form fields based on your referral marketing tactics. To leverage your web traffic, you could even embed this page or add it as a widget or pop-up on your website.

Important: If you already have the contact information of the people you want to ask to refer, you can add them by syncing your CRM contacts or uploading a CSV file. This means that you don’t need this page!

referral program

Pages for the Person Referring Step 2 — The Share Page

This page will open when someone signs up for a referral link on the join page. Here, a unique referral link is issued to the person referring.

To make it super easy to get people to refer, they can copy this link to send however they want, open a QR for someone to scan or use one of the share buttons. You can select which buttons will best suit your target audience and to make the referral process even smoother, you can even present the share message that gets passed along when someone shares their referral link.

referral program

If you have a logged-in environment, like a web-app, you can also use Referral Factory’s pre-scripted widget or pop-up functionality, which will automatically recognize who is logged in and show them this share page.

referral program

You can also add tracking variables to this page, showing the person referring how many referrals they’ve made and how many of those referrals are considered successful. 

Pages for the Person Referring – Tracking Page

In addition to these 2 pages for the person referring, you can build a standalone tracking page, where people can view their referral performance. This can be accessed with a tracking link that your referrers can access with their email address. In addition to showing how many referrals they’ve made and how many of those referrals are considered successful, you can also add a leaderboard to introduce some gamification.

📖 How To Gamify Your Referral Program Using A Referral Leaderboard

referral program

Now that you know the options for the pages for the person referring, let’s explore the landing pages for the person being referred, what we call “The Person Invited”.

📖 Your Campaign Builder – Pages For Person Invited 

Pages for the Person Invited Step 1 – The Pitch Page

This is the most important page of your referral campaign – it’s the landing page that opens when someone clicks on a referral link!

So, be sure to include a brief and compelling overview of your product or service, a straightforward call to action, and a description of any special offers or benefits for being referred.

At the bottom of this page, you will see form fields where the person invited can submit their details to register their interest, claim their offer or fulfill whatever call to action you have explained. Note that Referral Factory requires two fields: “First Name” and “Email” but you can add additional input fields, select fields or sync fields straight from your CRM.

referral program

Note that from here, you have 2 options for your user experience:

1. You can choose to redirect the person invited straight into a URL of your choice.

📖 How To Redirect Referred Users To Your Website

2. Or, you can show a second page for the person invited 👇

Pages for the Person Invited Step 2 – The Thank You Page

If you choose not to redirect your invited users to a URL of your choice after they submit their details on Step 1, you can show them an additional landing page. This is the most flexible page as it can thank the person for signing up, issue a coupon code, prompt the new lead to take further action via buttons and even ask them to refer friends by issuing their own unique referral link.

referral program

2.3. Select and Customize Email Notifications

With Referral Factory, you have a choice of the following optional notification emails:

For the Person Referring

  • An email that triggers when the person referring signs up to get a referral link via the join page
  • An email that triggers when the person they invited signs up via the person referring unique link
  • An email that triggers when the person invited converts or qualifies as a successful referral
  • A reminder email that can be set to trigger at selected intervals

For the Person Invited

  • An email that triggers when the person invited submits their details via their friend’s referral link
  • An email that triggers when the person invited converts or qualifies as a successful referral
  • A reminder email that can be set to trigger at selected intervals

📖 What Email Notifications Are Available?

2.4. Develop Clear Copy and Calls to Action

Craft compelling copy that clearly communicates the value of your referral program and encourages your audience to participate. When developing the copy for a referral campaign, there are three crucial considerations that can significantly impact its effectiveness and success:

Clear and Compelling Messaging: Crafting clear and compelling messaging is essential to capture the attention and interest of both the referrer and the potential referee. The copy should clearly communicate the value proposition of the referral program, highlight the benefits and rewards, and convey a sense of excitement and urgency. Use persuasive language, catchy headlines, and concise descriptions to make the referral program enticing and easy to understand. Remember to align the messaging with your brand’s tone and voice to maintain consistency and build trust with your audience.

Call-to-Action (CTA): The call-to-action is a critical element in driving action and conversions. It should be prominently displayed and clearly communicate the desired action you want the referrer or referee to take. The CTA should be straightforward, concise, and action-oriented. It should create a sense of urgency and clearly outline the next steps, whether it’s referring a friend, sharing a unique referral link, or signing up for the program. Consider using strong verbs, incorporating persuasive language, and using attention-grabbing design elements to make the CTA stand out and encourage participation.

Personalization and Customization: Tailoring the copy to the target audience can significantly enhance the effectiveness of the referral campaign. Personalization allows you to connect with individuals on a deeper level, making them feel valued and understood. Customize the messaging based on the preferences, needs, and interests of your audience.

📖 How To Personalize Your Pages Using Dynamic Variables

By paying close attention to these considerations and developing compelling, action-driven copy, you can maximize the impact of your referral campaign and motivate your audience to become active participants in your referral program.

2.4. Add Engaging Visuals

Incorporate eye-catching images and videos into your landing pages and email notifications to create a dynamic user experience. Visuals can help illustrate the benefits of your referral program and make it more appealing to potential referrers and new leads.

Moreover, embedding your YouTube video on your pitch page is a great way to quickly explain your product or service to your potential leads without them needing to navigate away from the lead capture form. 

3. Configure Campaign Settings

Before launching your referral program campaign, it’s crucial to ensure that all technical settings are properly configured for the best results.

3.1. Set Up Your Referral Campaign Sub-Domain or Use Your Own Domain

Since your referral campaign exists as a series of landing pages online and referrals work via a link, it’s important to customize the URL address associated with your campaign. By default, campaigns on Referral Factory are hosted on a customizable subdomain on However, you could also choose to host your referral program on your own domain, which gives you more brand consistency and allows you to white-label your referral program.

To set up your referral program on your own domain, you need a domain that you own, administrative access to your domain’s DNS with your hosting provider, and an active Referral Factory subscription with the “Own Domain” add-on. 

📖 How To Host Your Referral Program On Your Own Domain

3.2. Set Up your Outbound Email Address and Own Email Server

An outbound email address is the email address used by Referral Factory to send emails. It should be set up to ensure brand consistency, improve deliverability, track performance, and engage customers effectively. Using a customized outbound email address with your domain enhances professionalism, helps emails reach the inbox, and facilitates customer engagement.

📖 How To Add An Outbound Email Address For Your Email Notifications 

By utilizing your own email server, you have more control over your email deliverability. It reduces the risk of your referral program emails being marked as spam or ending up in recipients’ junk folders. This can help ensure that your emails reach your audience’s primary inbox and have a higher chance of being seen. Using your own email server also means that you don’t need to worry about daily email rate limits.

📖 How To Send Email Notifications Using Your Own Email Server 

3.3 Optimize Your Campaign for SEO

Optimize your referral marketing content for search engines by incorporating relevant keywords, meta tags, and descriptions. Including campaign titles and meta descriptions gives the person referring and the person invited more information about your referral campaign, as these often show up in referral link previews when they are shared via messaging apps or on social media.

📖 How to Edit the Campaign Title and Meta Description

3.4. Establish Terms and Conditions to Cover Your Referral Campaign’s Legals 

Create a clear set of Terms and Conditions for your referral program to protect your business legally and ensure that participants understand the rules and requirements of your referral program.

Here are some factors to consider including in your Terms and Conditions: 

  • Clearly define eligibility and participation criteria
  • Specify the referral process
  • Outline the rewards and incentives offered
  • Establish expiration and redemption guidelines
  • Prevent fraud and abuse
  • Address privacy and data protection 
  • Ensure legal compliance
  • Define dispute resolution procedures, and limit liability. 

Referral Factory provides you with an easy-to-customize template for your Terms and Conditions but it’s important to consult legal professionals to ensure your Terms and Conditions are legally sound and comply with applicable regulations.

📖 How to Edit Your Referral Campaign’s Terms and Conditions

4. Integrate Your Referral Campaign with Your Other Business Tools

referral program

Efficiently manage your referral marketing program by integrating Referral Factory with your existing software stack, including CRMs, marketing automation tools, and other digital marketing platforms. This allows you to seamlessly send leads into your sales flow, align your referral marketing with the rest of your digital marketing strategies and make sure that managing and maintaining your referral program is as easy as possible.

4.1. Integrate Your Referral Campaign with your Customer Relationship Management Software

Referral Factory offers native integrations with popular CRM platforms, including HubSpot, Salesforce, Pipedrive, Intercom, ServiceTitan and Zoho. Connecting with CRM software offers several advantages:

  • Sync your CRM contacts and pass back their unique referral links and performance metrics. This ensures that all referral-related data is captured and organized alongside other customer data inside your CRM, enabling a comprehensive understanding of customer relationships and meaning that you don’t have to copy and paste information across platforms.
  • Send referred leads into your sales pipeline to enable automated lead nurturing and follow-up processes, ensuring that referred leads are properly engaged and nurtured through the sales pipeline.
  • Automatically qualify referred contacts that convert in Referral Factory by updating things like: lead status, lifecycle stage, deal stage, or via changes in custom properties.

📖 HubSpot And Referral Factory Integration: A Full Guide

📖 Salesforce And Referral Factory Integration: A Full Guide

📖 Pipedrive And Referral Factory Integration: A Full Guide

📖 Zoho And Referral Factory Integration: A Full Guide

📖 Intercom And Referral Factory Integration: A Full Guide

📖 And Referral Factory Integration: A Full Guide

📖 ServiceTitan And Referral Factory Integration: A Full Guide

📖 Stripe And Referral Factory Integration: A Full Guide

If your CRM isn’t offered as a native integration on Referral Factory, you may be able to connect via Zapier. 

📖 Zapier And Referral Factory: A Full Guide

4.2 Integrate your Referral Campaign with Other Marketing Tools

You can also connect Referral Factory to the rest of your digital marketing stack. For example, you can connect Google Analytics and/or Facebook Pixel in your settings tab. 

📖 How to Activate Google Analytics

📖 How to Activate Facebook Pixel

4.3. Connect via Webhooks

Webhooks are a way for applications to communicate with each other in real-time. If you have a custom-built app or CRM, you can use webhooks to send information from and to Referral Factory. The main reasons for using webhooks are 

  1. To send new referred users (new leads) from Referral Factory into your business workflows.
  2. To qualify referred users once they have converted by sending their data back to Referral Factory. 

This advanced feature ensures seamless integration with your existing processes and tools.

📖 Webhooks and Referral Factory: A Full Guide

4.4. Connect via API

Referral Factory offers an open API for users who want to implement advanced integrations. Using our API, organized around REST, you will be able to:

  • Access all of your user records in real-time – this is the data you would usually see on your ‘Users’ tab
  • Update, add, or delete your user records
  • Qualify ‘referred’ users once they successfully complete the desired action (often referred to as a conversion)
  • Get notified of when a reward needs to be issued to a user
  • Send new referred users to any endpoint such as your own CRM software

📖 How To Use Referral Factory’s API

5. Add and Automate Rewards

Efficiently manage and issue rewards to your referrers and new leads with Referral Factory’s powerful rewards module.

5.1. Configure Reward Rules

Set up rules for issuing rewards based on referral actions, such as when a referral is invited, when a referral is qualified, or when the person referring reaches a target number of referrals.

5.2. Automate Rewards Issuance

Use Referral Factory’s integration with Tremendous, Zapier, or webhooks to automatically issue rewards when specific conditions are met, making the reward process seamless for Tremendous and Zapier referrals and new leads.

6. Test Your Referral Campaign

referral program

Before launching your referral program, thoroughly test all aspects to ensure a smooth user experience and optimal results.

6.1. Test Landing Pages and Share Settings

Review your landing pages on both desktop and mobile devices to ensure that they display correctly and are easy to navigate. Test your share settings to ensure that referral links are generated and shared as intended.

6.2. Test Integrations and Syncing

Confirm that your referral marketing software is properly integrated with your CRM and other tools, and that leads and referral information are syncing correctly.

With this comprehensive Referral Factory checklist, you’ll be well-equipped to launch a successful referral program that drives high-quality leads and conversions. By following these steps and leveraging the power of Referral Factory’s referral marketing software, you can create a referral program that not only generates new business but also strengthens relationships with your existing customers and partners.

📖 How To Test Your Referral Campaign Before You Launch

What’s next? Launch and Promote!

referral program

Remember, even the best referral software in the world can’t promote your program for you – you’ll need to do some work to get your referral program in front of your customers!

To learn more, check out these resources:

📖 Referral Program: 10 Ways To Promote Your Referral Program

📖 15 Ways To Get Referrals – By Incentivising Your Customers

📖 10 Email Templates You Can Copy And Paste To Announce Your Referral Program

Learn By Referral Factory
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