Build a fully customised referral program, track your referrals, issue rewards, and more. Everything you need to get and track referrals in 2024 - all without writing a line of code. You'll also get access to a host of tools to promote your referral program to your customers, deep referral tracking, and rewards. All plans include deep integrations with many CRMs and Stripe. Our referral marketing software is everything you need to manage the referral process.
Here are some essential features to consider when choosing referral software:
User-Friendly Referral Marketing Experience
Choose referral software that offers a seamless and intuitive user experience. Your should be able to navigate the software effortlessly, making it easy to setup a referral marketing campaign. It should provide simple solutions for tracking referrals, promoting your referral program, and issuing rewards. Look for software with an intuitive user interface and a straightforward setup process, making it easy to customise the design of your referral program. There are many reasons to track your referral program (using referral data), but you want that experience to be user friendly of course. Here are some other user friendly features to look for:
Your referral program should align with your business's unique needs and branding. Seek referral program software that allows extensive customization options, including the ability to personalize the program's appearance, landing pages, emails, and referral process. If you don't want to rely on developers, consider a no-code referral program software. By utilizing a page builder, you can swiftly transform your ideas into a fully functional referral program within days. Throw away your old referral tracking sheet, and move a platform like Referral Factory that has been called the google analytics of referrals.
Effortless Sharing and Tracking for Users
Ensure that the referral software you choose is not only user-friendly for you but also for your customers and referral partners. Users should be able to easily generate their referral links or have them generated on their behalf. Additionally, they should have a straightforward method to track their referrals. A dedicated landing page where users can conveniently monitor the number of referrals generated and their success rates is recommended. Avoid referral software that requires users to create accounts or passwords for tracking their referrals.
Referral Tracking and Reporting (Built In)
To effectively manage your referral program, accurate data on referrals and rewards is essential. Look for referral tracking software that offers automated referral tracking and reporting capabilities. This will save you time and empower you to make data-driven decisions to evolve your referral program. Key metrics to track include the volume of new referred leads, conversion rates of referred leads, top referrers, social channels utilized by referrers, and more. Make sure your program has fraud detection, referral link generation, referral forms, and even at times a referral tracking templates (meaning a pre-built dashboard to track referrals and referral payouts.
Referral Reward Management
Your referral program software should simplify the management of rewards. This includes setting up reward criteria, issuing rewards, and tracking reward history. The software should be versatile enough to handle various reward types, such discounts or free products. Also the ability to issue a referral code or referral links. If you are unsure about the specific referral rewards and incentives to offer, opt for a referral tool that provides a wide range of options. Look for software that offers a variety of vouchers and cash rewards, as well as the ability to issue custom rewards manually, through webhooks, or via Zapier integration.
Integration with Other Tools
Integration with other tools, such as CRM or email marketing software, can greatly streamline and optimize your referral marketing efforts. Choose referral software that offers seamless integration with the tools you currently use, enabling efficient management of your program alongside your other business operations. Integrating your referral program into your marketing funnel ensures that newly referred leads are seamlessly directed into established workflows, while your referral software automatically tracks their conversions. Integrating with your CRM or Stripe, allows for the generation of referral links for existing customer base and new customers. There are many different tools on the market, like Referral Rock and UpViral, but we pride ourselves in helping our customers chase the goals that count: referral revenue. We believe that the best referral marketing campaigns need integrations to scale, so we work hard to deliver deep connections to the other marketing tools you use.
Our goal is to make referral tracking easy, that’s why we offer you 5 simple ways to track your customer referrals and grow your business. Below you can see the five most simple ways that you can (and should) track and monitor your customer referral program. If you use a referral marketing platform, all these features should be build in and referral reports should be easy to generate.
Using the native analytics tool inside our referral program software, you can track and monitor the ROI of your referral marketing program with ease. Advanced referral tracking and analytics will offer you things like graphs that indicate how many of your users are sharing their referral links with friends, a clear metric to track the conversion rate of your referrals, a leaderboard showing you who is generating the most referrals and converted referrals. Tracking referrals should be a daily occurrence, whether its an affiliate program or you're asking your loyal customers to send you referred customers, you'll want to know that you built an effective referral program.
You will also be able to see which social platforms users are sharing their referral links on and much more. Referral tracking through analytics should give you a full overview of every aspect of your referral program's performance.
Referral tracking spreadsheets (often google sheets)
Referral tracking from your CRM (to see your referral funnel)
Referral tracking from your inbox (get notified when new referrals come in)
Referral tracking through API (if you want all the referral data)