Looking for referral software that takes care of your referral rewards automatically?
Get your referral program up and running, and reward your participants in no time with Referral Factory.
If you already have a Referral Factory account, then keep reading to learn how to use Zapier to issue rewards 👇
📌 Want to know what else you can do with rewards on Referral Factory? Read the overview.
What You Can Do With Referral Factory Rewards and Zapier
Referral Factory's flexible rewards module means you can automate rewarding your referral program participants based on rules you set. And since Referral Factory can trigger rewards as a zap, you can issue your rewards automatically through any app or software that has an action zap. Here are just a few examples of what you can do with rewards using Referral Factory and Zapier:
Who Can You Reward?
You can reward:
The Person Referring (the person doing the referring, who shares their referral link)
The Person Invited (the person being referred, who signs up on the referral link they were sent)
Both! Note that to reward both users, you will need to add multiple rewards, one for the Person Referring and another for the Person Invited.
What Events Can Trigger A Reward?
You can trigger a reward when:
The Person Referring joins your campaign either by registering for a referral link or being added to your campaign. (This reward can only be given to the Person Referring).
The Person Invited joins your campaign by filling in their details on the referral link shared with them. (This reward can be given either to the Person Referring or the Person Invited).
The Person Invited qualifies. (This reward can be given either to the Person Referring or the Person Invited).
All of the above! Note that you will need to add multiple rewards, one for each of the triggers.
In addition, you have the option to trigger rewards:
Once-off based on the rules you set
On a recurring basis
At various milestones
How To Add A Fixed Amount Reward and Issue it Via Zapier
Step 1: Add Reward From the Rewards Dashboard
→ In the left-hand navigation bar of your Referral Factory dashboard, click the Rewards tab and select Dashboard from the dropdown menu.
→ Select the Fixed Amount tab.
→ Click Add Reward.
Step 2: Name Your Reward and Link A Campaign
→ Name the reward. This is used for internal management purposes and won’t be shown to your users.
→ Select the relevant campaign.
→ Click Create.
❗️ Rewards are linked to campaigns. If you have multiple campaigns and want to issue rewards in each of them, you will need to create multiple rewards.
Step 3: Choose Who Should Be Rewarded and Select Whether It Should Be Once Off or Recurring
→ Choose who should be rewarded: the Person Referring or the Person Invited. If you want to reward both users in the same campaign, you should create multiple rewards.
→ Select whether your reward should be issued once off or as a recurring reward.
→ Click Next.
Step 4: Select How and When to Issue the Reward
→ For the issuing method, select Zapier.
→ Select when you want the reward to be triggered.
→ Click Next.
❗️ Since Fixed Amount rewards have a monetary value, they cannot be triggered when the Person Referring joins your campaign or when a Person Invited signs up via a referral link. This protective measure ensures that you only pay rewards for qualified/converted referrals.
Step 5: Set the Currency, Value and Target
→ Select the currency and set the value of your reward.
→ If applicable, set the target number of referrals or converted referrals that should trigger the reward.
→ Click Next.
Step 6 (Optional): Create an Email Notification
→ To trigger an email when a reward is issued, toggle the feature on and use the drag-and-drop builder to edit it. Your email notification will be automatically styled in the design of your campaign.
→ Click Next.
Step 7: Activate Your Reward
→ If you would like to automatically issue rewards, toggle on auto-issue. This means you will not have to authorize these rewards to be issued, they will be issued automatically. This method is NOT recommended.
→ Set whether you would like to limit the number of rewards that can be issued to any single user. The limit is the number of rewards to be issued, not the value of the rewards.
→ Click Activate.
Step 8: Create A Zap to Issue Rewards via Zapier
→ Navigate to Zapier and create a Zap with the trigger app as Referral Factory and the trigger event as Reward Issued. Follow the prompts to connect your Referral Factory account, select the reward you have created in the previous steps and test your trigger.
→ Select your app of choice as the action app and follow the prompts to connect your account, and refine and test your action.
→ Publish your Zap.
📌 Now that you’ve added a reward, learn how to issue rewards that become due. Remember that the Zap will only fire once the reward has been issued, not when it becomes due.
How To Add A Commission-Based Reward and Issue it Via Zapier
Step 1: Add Reward From the Rewards Dashboard
→ In the left-hand navigation bar of your Referral Factory dashboard, click the Rewards tab and select Dashboard from the dropdown menu.
→ Select the Commission tab.
→ Click Add Reward.
Step 2: Name Your Reward and Link A Campaign
→ Name the reward. This is used for internal management purposes and won’t be shown to your users.
→ Select the relevant campaign.
→ Click Create.
❗️ Rewards are linked to campaigns. If you have multiple campaigns and want to issue rewards in each of them, you will need to create multiple rewards.
Step 3: Choose Who Should Be Rewarded and Select Whether It Should Be Once Off or Recurring
→ Choose who should be rewarded: the Person Referring or the Person Invited. If you want to reward both users in the same campaign, you should create multiple rewards.
→ Select whether your reward should be issued once off or as a recurring reward.
→ Click Next.
Step 4: Select How and When to Issue the Reward
→ For the issuing method, select Zapier.
→ Select when you want the reward to be triggered.
→ Click Next.
❗️ Since Commission-based rewards have a monetary value, they cannot be triggered when the Person Referring joins your campaign or when a Person Invited signs up via a referral link. This protective measure ensures that you only pay rewards for qualified/converted referrals.
Step 5: Set the Percentage and, Optionally, the Maximum Value
→ Set the percentage of your commission-based reward.
→ Optionally, set the currency and maximum value that any individual reward can reach, no matter the total spend of the Person Invited.
→ Click Next.
Step 6 (Optional): Create an Email Notification
→ To trigger an email when a reward is issued, toggle the feature on and use the drag-and-drop builder to edit it. Your email notification will be automatically styled in the design of your campaign.
→ Click Next.
Step 7: Activate Your Reward
→ If you would like to automatically issue rewards, toggle on auto-issue. This means you will not have to authorize these rewards to be issued, they will be issued automatically. This method is NOT recommended.
→ Set whether you would like to limit the number of rewards that can be issued to any single user. The limit is the number of rewards to be issued, not the value of the rewards.
→ Click Activate.
Step 8: Create A Zap to Issue Rewards via Zapier
→ Navigate to Zapier and create a Zap with the trigger app as Referral Factory and the trigger event as Reward Issued. Follow the prompts to connect your Referral Factory account, select the reward you have created in the previous steps and test your trigger.
→ Select your app of choice as the action app and follow the prompts to connect your account, and refine and test your action.
→ Publish your Zap.
📌 Now that you’ve added a reward, learn how to issue rewards that become due. Remember that the Zap will only fire once the reward has been issued, not when it becomes due.
How To Add A Coupon Reward and Issue Via Zapier
Step 1: Generate A Batch of Unique Coupon Codes in the App Where Your Customers Checkout
→ Use your point of sale software, billing software, or e-commerce store to generate a batch of unique coupon codes, which can include any combination of letters and numbers. Ensure you create enough codes to be issued as rewards to your qualifying users. You will be notified when 85%, 95%, and 100% of your coupon codes have been issued. Additional codes can be uploaded later.
→ Export your coupon codes as a CSV file. Download a sample CSV file.
Step 2: Add Reward From the Rewards Dashboard in Referral Factory
→ In the left-hand navigation bar of your Referral Factory dashboard, click the Rewards tab and select Dashboard from the dropdown menu.
→ Select the Coupon tab.
→ Click Add Reward.
Step 3: Name Your Reward and Link A Campaign
→ Name the reward. The name is used for internal management purposes and won’t be shown to your users.
→ Select the relevant campaign.
→ Click Create.
❗️ Rewards are linked to campaigns. If you have multiple campaigns and want to issue rewards in each of them, you will need to create multiple rewards.
Step 4: Choose Who Should Be Rewarded
→ Choose who should be rewarded: the Person Referring or the Person Invited. If you want to reward both users in the same campaign, you should create multiple rewards.
→ Note that coupon rewards can only be issued once-off. Should you wish to issue a recurring reward, please select a Fixed Amount, Commission, or Custom reward.
→ Click Next.
Step 5: Select How and When to Issue the Reward
→ For the issuing method, select Zapier.
→ Select when you want the reward to be triggered.
→ Click Next.
Step 6: Finalize Your Rules
→ Review the rules you’ve set so far.
→ Click Next.
Step 7: Upload and Style Your Coupons
→ Upload the CSV file of coupon codes you created in Step 1. Alternatively, you can copy and paste the codes manually.
→ Style the look and feel of your coupon codes. These can be inserted into email notifications and pages for the Person Referring and the Person Invited. You can also edit the style of your coupon at a later stage from inside your campaign builder.
Step 8 (Optional): Configure Your Reward Email Notification
→ Should you wish to trigger an email when a reward is issued, toggle the feature on and use the drag-and-drop builder to edit it. Your email notification will be automatically styled in the design of your campaign and will issue a unique coupon code to each reward recipient.
→ Click Next.
📌 You can disable or edit this email notification from the Rewards Dashboard by clicking the blue button in the Actions column alongside the relevant reward.
📌 You can also insert coupons into other email notifications, for example, the email notification for the Person Invited when they join your campaign.
Step 9: Activate Your Reward
→ If you would like to automatically issue rewards, toggle on auto-issue. This means you will not have to authorize these rewards to be issued, they will be issued automatically. This method is NOT recommended.
→ Set whether you would like to limit the number of coupons that can be issued to any single user. The limit is the number of coupons to be issued, not the value of the reward.
→ Click Activate.
Step 10: Create A Zap to Issue Rewards via Zapier
→ Navigate to Zapier and create a Zap with the trigger app as Referral Factory and the trigger event as Reward Issued. Follow the prompts to connect your Referral Factory account, select the reward you have created in the previous steps and test your trigger.
→ Select your app of choice as the action app and follow the prompts to connect your account, and refine and test your action.
→ Publish your Zap.
📌 Now that you’ve added a reward, learn how to issue rewards that become due. Remember that the Zap will only fire once the reward has been issued, not when it becomes due.
How To Add A Custom Reward and Issue Via Zapier
Step 1: Add Reward From the Rewards Dashboard in Referral Factory
→ In the left-hand navigation bar of your Referral Factory dashboard, click the Rewards tab and select Dashboard from the dropdown menu.
→ Select the Custom tab.
→ Click Add Reward.
Step 2: Name Your Reward and Link A Campaign
→ Name the reward. The name is used for internal management purposes and won’t be shown to your users.
→ Select the relevant campaign.
→ Click Create.
❗️ Rewards are linked to campaigns. If you have multiple campaigns and want to issue rewards in each of them, you will need to create multiple rewards.
Step 3: Choose Who Should Be Rewarded
→ Choose who should be rewarded: the Person Referring or the Person Invited. If you want to reward both users in the same campaign, you should create multiple rewards.
→ Select whether your reward should be issued once off or as a recurring reward.
→ Click Next.
Step 4: Select How and When to Issue the Reward
→ For the issuing method, select Zapier.
→ Select when you want the reward to be triggered.
→ Click Next.
Step 5: Specify the Quantity, Reward Type and Target
→ Set the quantity and type of reward you wish to issue. For example, you might reward someone with 50 points, 1 branded coffee mug, or 10 tokens.
→ If applicable, set the target number of referrals or converted referrals that should trigger the reward.
→ Click Next.
Step 6 (Optional): Create an Email Notification
→ To trigger an email when a reward is issued, toggle the feature on and use the drag-and-drop builder to edit it. Your email notification will be automatically styled in the design of your campaign.
→ Click Next.
Step 7: Activate Your Reward
→ If you would like to automatically issue rewards, toggle on auto-issue. This means you will not have to authorize these rewards to be issued, they will be issued automatically. This method is NOT recommended.
→ Set whether you would like to limit the number of rewards that can be issued to any single user. The limit is the number of rewards to be issued, not the quantity you set in Step 5.
→ Click Activate.
Step 8: Create A Zap to Issue Rewards via Zapier
→ Navigate to Zapier and create a Zap with the trigger app as Referral Factory and the trigger event as Reward Issued. Follow the prompts to connect your Referral Factory account, select the reward you have created in the previous steps and test your trigger.
→ Select your app of choice as the action app and follow the prompts to connect your account, and refine and test your action.
→ Publish your Zap.
📌 Now that you’ve added a reward, learn how to issue rewards that become due. Remember that the Zap will only fire once the reward has been issued, not when it becomes due.