Investment Advisor referral program template

Access 100+ referral program templates, created by top marketing experts across the globe. There are tempaltes for every type of business available on all Referral Factory plans.

Discover most popular templates

Our team, along with referral marketing experts, has created a library of templates you can easily copy and use for your customer referral program. With these templates, you can set up your program in minutes—no coding or prior experience needed. We’re proud to help businesses generate referrals, and we want to share some of our favorite templates with you.

Influencer

Did you know that you can also use Referral Factory to build and run your influencer marketing? Use this template to get started.

Busbud

Busbud’s Give 5, Get 5 referral program works a charm! Try this template to build your very own double-sided referral program.

Amazon Associates

Did you know that Amazon runs the world's most successful affiliate program? Use this template to copy their strategy.

Plumber

Designed for a plumbing business, this double-sided campaign can be adjusted for any service business looking to reward both the person referring and the person invited.

Referral Program Templates That We Love

Our team has created a library of templates you can easily copy and use for your customer referral program. With these templates, you can set up your program in minutes—no coding or prior experience needed.

Rewarding way to share memorable adventures with friends

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Fantastic way to earn rewards while sharing a service we love

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Rewards us for sharing something we genuinely believe in

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A way to reward loyal patrons while introducing friends to their offerings

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Good benefits that make sharing the experience even more rewarding

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Best way to share the benefits of electric driving with others

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Get a live demo

Want to see if our referral software is a good fit for your business needs? Schedule a guided tour of Referral Factory.

How tempaltes help business go faster

Using referral program templates just makes everything easier. You can get started with a pre-built campaign and then edit the branding, message an offer to align with your own business goals. You can also create your own template from scratch. Whether you’re offering referral codes or referral links, you’ll find a tempalte that matches your brand goals.

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