Dashboard

This is the home screen you will see when you log into Referral Factory. You will see your account statistics like reach, total users, referrals, and, referrals per person as well as our 100+ templates.

Reach

This refers to the total number of times your campaign has been viewed. This includes views by both the person referring and the person being invited.

Referrals

This is the total number of people who have signed up to your campaign via a referral link or QR code, these are also called referred users and their type is always 'person invited'.

Qualified Referrals

A qualified referred user is one who successfully takes action (this could be a sale, a contract signed, an account opened, or any other action that can turn a referred user into an actual customer).

Converted Referrals

A user gets a converted referral when someone they refer to you, qualifies. So John refers Sally, and Sally takes action and buys... so she qualifies. In this case John gets an extra converted referral.

Avg Referrals Per User

The Average Referrals Per User metric indicates the average number of times each user has referred someone to your campaign.

Users

Anyone in your referral campaign - this includes both the person referring and the person invited.

Person Referring

This is the person who will be referring your business to their friends, colleagues, and network using the referral link from your referral software.

Person Invited

This is the new lead, new customer, or subscriber invited by a friend, colleague, or someone in their network.

Signed Up At

This is the date that the user joined the campaign.

Link (Referral Link)

A referral link is the unique link that each user is given when they join a referral campaign. This link can be shared with friends, family, colleagues, and anyone in their network. If this is clicked, it opens the page you design for the person invited in the campaign builder.

QR Code

Each user has a unique QR Code - if this is scanned, it opens the page you design for the person invited in the campaign builder. Essentially its just an easy way for a person to share their referral link in real life.

Source

This shows how each user joined your campaign. We call this the original source of the user. It can be: Direct, Referred, Pop Up, Widget, Added, API, Zapier, Embed, Test.

Type

It shows the type of user - they can be a person referring, or a person invited. It is possible that a person invited can also become a person referring in time.

Referred By

The name of the person who referred this user, if you hover over the name you can see the email too. If this is blank, it means the user was not referred.

Verified

If you turn user verification on, it sends a magic link to all new sign ups to verify their emails before progressing. This column shows the users who have verified their emails.

Qualified At

The date the referred user qualified.

Campaigns

This is where you build your referral campaigns.

Tracking Link

The link where people refer can track/see how many referrals they have made.

Email Notifications

These are the automated emails that get sent to the person referring and the person invited. You can turn these on or off.

Webhooks

The outbound webhook allows you to send user data out of Referral Factory to any endpoint.

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The inbound webhook allows you to send the code of your referred user to this endpoint, to notify us that they have converted.

Your Integrations

Business tools you’re using where you can connect your campaigns with: HubSpot, Salesforce, Intercom, Zoho, WooCommerce, Pipedrive, and Zapier.

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This will allow you to send new referred users out, and then qualify those users when they convert.

Promoting Your Campaign (Join Link)

Your campaign link to share with your customers or fans so they can start referring.

Promoting Your Campagin (Sync Your CRM)

This will allow you to sync your CRM contacts or a specific list of contacts to your referral campaign and call their unique referral links back to your CRM.

Promoting Your Campaign (Widget)

To make it even easier for you to get people to join your referral campaign, you can install a widget on your website.

Promoting Your Campaign (Pop-Up)

To make it even easier for you to get people to join your referral campaign, you can install a pop up on your website.

Promoting Your Campaign (Embed Code)

This feature allows you to embed your referral campaign into your website, portal, or anywhere else.

Promoting Your Campaign (Email Contacts)

This feature sends users referral links straight to their inboxes to invite them to join your referral campaign.

Design Settings

Your campaign design settings that you can proceed either with basic or advanced themes.

Dynamic Variables

A place to add customization to your referral campaigns:

(First Name}, {Referrals), {Converted Referrals}.

Referral Conversion Rate

The Referral Conversion Rate is the percentage of referrals that result in a conversion. This can be a purchase, a sale, a registration etc. It's an important metric to track as it helps businesses understand the effectiveness of their referral program.

Referral Rewards

This is the offer you give to the person referring when they refer someone who successfully converts. It can be a discount on your product, a cash reward, or a voucher.

Referral Incentives

This is the offer you give to the person invited to encourage or incentivize them to convert. It can be a discount on your product, a cash reward, a voucher, or, even swag.

Share Message

This is the message subject and the message text that will pre-populate when referrers share their link with friends and family on different social media channels.

Email Notifications

These are the emails that you can enable to automatically send to the person referring and the person invited.

Reminder Emails

These emails are sent to the person referring to remind them to keep inviting friends. They can also be sent to the person invited to remind them to sign up or register. You can choose the intervals of each mail or choose to disable them completely.

Outbound Email Address

This is the email address that all your email notifications will be sent and any replies you get will be sent to that address.