Referral Factory

Add users to your referral program by uploading your contact database. Automate assigning their unique referral links and getting started.

How To Upload Contacts and Automatically Generate Their Referral Links 🔗

User Verification is a referral tracking feature in Referral Factory that ensures only legitimate users join your referral program.

What Is User Verification?

Referral Factory lets you qualify successful referrals based on your program’s criteria, manually or via integrations, webhooks, or API.

How to Qualify Converted or Successful Referrals

Learn how to add users to your referral program without needing them to sign up for links.

How to Give Your Contacts Their Unique Referral Links Without Requiring Sign Up

Looking to migrate referral program data to Referral Factory? Bulk upload referred users via CSV. Ensure referrers are added first!

How To Bulk Upload Referred Users (Migrate Your Referral Data)

Referral Factory gives you full control of your data. Host and manage all your referral program data yourself. See how it works below.

How To Host Your Own User Data (Only Available On The Enterprise Plan)

To create a "viral loop," adjust settings so a Person Invited automatically becomes a Person Referring after they qualify.

How To Convert The Person Invited to A Person Referring After They Qualify (User Behavior)

If you mistakenly qualify a referred user, don't worry! You can unqualify them.

Can I Unqualify a Referred User?

There is an easy way to manually qualify your referrals when they convert.

How To Qualify Referred Users Manually (One by One)

Referral Factory. makes it really simple for you to download the users in your referral program at any time.

How To Export Your Users

Qualifying your referrals when they successfully convert is a key aspect of referral tracking.

How To Qualify Referred Users By Upload: A Simple Way To Mark Which Of Your Referrals Have Converted

Our referral program software has different plans to suit your needs. In the article below we'll explain the user limits for each plan.

How Many Users Can You Have In Your Account?

Our referral management software offers this feature to reduce the risk of fraudulent activity in your referral program.

What Is A Suspicious User?

Once you get referrals, identify which customers are referring friends. This article shows you how to do that.

How To Identify Who Referred Someone To Your Referral Program

Referral Factory's audience feature lets you create targeted user segments and tailor messages to keep them engaged and drive participation

What Are Audiences?

Having trouble uploading a CSV list of your customers to your referral program? Make sure you have formatted your list correctly.

How To Format Your CSV File To Upload A List Of Customers

In this article, we’ll explain what counts as a user, the different types, and the sources of each user.

What Is A User?

You can capture details from your referrers and the people they invite by adding extra fields to your referral program.

How Do I See User Information From The Form Fields?

A person can be invited multiple times. Our software allocates the referral to the referrer whose link was used first.

Can A Person Be Referred Multiple Times?

Add your users, manage them when they convert, and more... 

Managing Users

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Referral Calculator

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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