Your Campaign Builder - Step One

You will see throughout your campaign builder that your referral campaign is displayed inside a phone screen. This is to show you what your campaign will look like on mobile as this is the most common way that campaigns are joined and shared. Your campaign will still work on a desktop. 

Building Step 1 Of Your Campaign

When building Step 1, it's important to think about it from the perspective of the person referring. This is the step of your referral campaign where the person referring joins your referral campaign. 

Here you will explain how your referral program will work and encourage customers, users, partners, or influencers to fill in their details to join the campaign.

The First Name and Email Address fields are forced as that is how Referral Factory identifies referrers and issue unique them their links. If you would like to gather more details from the person referring you can add more form fields. 

There Are Three Ways People Can Join Your Campaign

1. You can share your campaign link with your customers or users and ask them to join your referral campaign. They can join the campaign themselves by entering their first name and email address.

2. You can upload a CSV list of your existing customers or users. This will auto-assign each person their own unique referral link.

3. You can use our API to automatically add your existing customers to your referral campaign. 

Read more about adding users to a campaign here.

Styling Your Referral Campaign

Step 1 is also where you can customize your referral campaign and style it to look and feel exactly like your brand. You can do the following: