How Do I Qualify Referrals?

A qualified referral is when a referral successfully converts (a conversion could be a sale, a contract signed, an account opened, etc). Qualifying your referrals will make your campaign easier to manage as you can see in real-time how many referrals you have and how many of those referrals have successfully converted. You can then easily identify the person who referred them, so you know exactly when to issue the reward. 

To qualify referrals, you need to be on the Basic or Pro plan. There are four ways in which you can qualify referrals – manually, through your CRM, using our API, or using our JAvascript solution.

How to qualify your referrals manually

Navigate to your ‘Users’ tab in your dashboard. Locate the user you want to qualify and click on the drop-down menu under the ‘Actions’ column. Select Qualify. Click on the Qualify button on the confirmation pop-up.

You can manually qualify referrals in your ‘Users’ tab. Select the user you wish to qualify – click on the drop-down menu in the ‘Actions’ column and click ‘Qualify’.

Qualifying referrals screen

Confirm that you would like to qualify the user.

Do you want to qualify referrals

How to qualify your referrals automatically

There are three ways you can automate the qualifying of referrals.

Using an integration: You can also connect your referral program directly with your CRM to send new referred leads directly into your CRM – from there you can qualify these leads using your standard business processes. Once the referral has been qualified in your CRM, the status of the user in your Referral Factory dashboard will automatically update to qualified. Referral Factory currently has integration for HubspotSalesforce, and Intercom

Using our API: If you are using a CRM that we don’t currently integrate with or you have built a custom system, you can use our API to send referred users directly into your system as well as qualify them automatically when they perform an action on your website or platform that would count a successful referral.

Using our Javascript solution: You can insert a piece of script below on your ‘Thank You’ or ‘Success’ page. This page will be what the invited user sees after they successfully convert (it could be completing a sign-up, creating an account, making a purchase, etc). Once an invited user lands on the page with the script on, it will notify our system that they have converted and the referral will automatically be qualified in your Referral Factory dashboard.

Please note: To use Javascript to qualify your referrals, you will need to redirect invited users to your website or platform where they can convert. This article will show you how to redirect invited users to your website or platform.

*To get access to our integrations, API, or the Javascript solution, you will need to be on the Basic plan of Referral Factory or higher. You can see all our plans on our pricing page.