📌 Want to know what else you can do with Referral Factory and Make? Read the overview.
Step 1: Create a New Scenario
→ Log in to Make.
→ Click on the “Create a New Scenario” button on your dashboard.
Step 2: Set Up Your Trigger (The App Where You Store Your Contacts)
→ Choose the app where your contacts are stored. This could be a CRM like ClickUp, a spreadsheet like Google Sheets, or an email service like Mailchimp.
💡 To see what triggers are available for your app, visit their Make page and scroll down to the section titled ”Supported triggers and actions”.
→ Select the trigger event, such as "New Contact," "New Spreadsheet Row," or another event that represents a new contact being added.
→ Follow the prompts to connect your account and configure the trigger. For example, if using Google Sheets, select the specific spreadsheet and worksheet.
Step 3: Set Up Your Action (Referral Factory)
→ Search for and select "Referral Factory" as the action app.
→ Choose the "Add New User" action. This will trigger the creation of a new user in Referral Factory and generate a unique referral link for them.
→ Follow the prompts to connect your Referral Factory account.
→ Select your referral campaign.
→ Map the information from your trigger app to the required fields in Referral Factory. Typically you would map the fields First Name and Email.
→ Save your scenario.
→ Schedule when the scenario should run.
Step 4: Test the Scenario
→ The scenario is now active and ready to start automating the process. Make will handle creating new users and generating referral links whenever the trigger event occurs. We recommend testing your scenario and making sure it is set up correctly.
Step 5 (Optional): Send Referral Links Back Into Your Trigger App (Where You Store Your Contacts)
→ Should you wish to store your contacts’ referral links inside your CRM or email service for easy distribution, first, create a field, column or property in your app to store the referral link data.
→ Add an additional step to your existing Scenario (on paid Make plans) or create a new Scenario (on free Make plans).
→ Select Referral Factory as the trigger app and “Watch New Users” as the trigger event.
→ Follow the prompts to connect your Referral Factory account.
→ Select your referral campaign.
→ For the question “which users should we send?”, select Make.
→ Map the information from Referral Factory to your action app. Typically, you would map the user’s email address and their referral link.
→ Save your scenario.
→ Schedule when the scenario should run.
→ The scenario is ready to start automating the process. Make will update your contacts with the unique referral links generated for them in Referral Factory.