Building Your Referral Program — Step Three

This is the page that the person invited sees when they open their friend's unique referral link - it's essentially the unique landing page of the person referring.

In other words, this is the beginning of the journey for the person invited, sometimes called the lead, the prospect, or simply the friend being referred.

Step Three is the most important page in your whole referral campaign! Why? Because it's your sales pitch. It's where the person referring introduces your brand, business, or idea to the person invited.

Here is an example of our own referral program live, on step three. 

If 'Kirsty' was signed up a person referring, and she sent her link to a friend, this is what her friend would see 👇


In this step, you should:


1. Explain your offer and use the {First Name} of the person referring

2. Add exciting content like images and videos 

3. Build a form to collect valuable data about the person invited

4. Most importantly, choose what happens in Step Four of your campaign builder

1. Explain your offer and highlight the call-to-action


Every person referring essentially gets their own unique landing page - as per the image above - how it works is that you create one page on step 3, but you can use the {First Name} variable so that each page actually shows that its unique to the referrer. This page makes it look like the person referring is personally inviting their friend to try your brand, business, or idea. 

There's nothing more trust worthy than a recommendation from a friend right? 🤝

We suggest including an offer or an incentive on this page —something the person invited gets because they've been referred. This gives them more reason and trust to convert. 

Once you've explained why the person should give you their details, you should explain what you're offering, who you are, and what you do. Keep it short, clear, and straightforward.

Finally, in Step Three, you want to emphasize the call to action. In other words: what do you want the person to do? For example, should they "Sign up"? "Book a call"? "Get a coupon"? Edit the button at the bottom of the page with a direct call-to-action, so the person knows exactly what they're signing up for.



2. Add exciting content like images and videos 


The "Add Block" option in the editor on the right is handy in Step Three because it allows you to add exciting content like gifs, images, and videos. By using more visual content, you can get your campaign looking right on brand, give more information without needing the person to read too much text, and create a great first impression 💃🏻 



3. Build a form to collect valuable data about the person invited 


Remember that your aim in Step Three is to get the person invited to give you their details. "First Name" and "Email" are the default and required form fields, but you can add more Input or Select Fields to gather data that will help you convert the potential customer.

And, if you're integrating with a CRM, the information you ask for in this form can be mapped to existing or custom fields/properties to use in your sales pipeline. 


4. Choose what happens in Step Four ❗️


By default, the call-to-action button on Step Three will take the person invited to a new page (Step Four) where you can thank them for filling in their details and telling them what to expect next. But, there are other options, which you can select using the toggles to the left. Please pay careful attention to these options as they will change the user journey for the person invited.

Below is the Campaign Map showing the different options 👇




You can select the option you prefer with the toggles on the left.


The default option takes users to a new page, which you can use to confirm that they've claimed the offer, thank them for filling in their details, tell them what to expect next, and/or issue them with a coupon. You can see how this looks if you navigate to Step Four with this option selected.


screenshot_default toggle


Choose the middle option if you want both the person referring and the person invited to sign up for their unique referral links. Basically, if you choose this option, you will create a loop: Person A signs up to get their referral link, they send it to their friend, Person B, who then signs up for their own referral link, they send it to their friend, Person C, who then signs up for their own referral link... etc. This is a great option if you're using Referral Factory to #spreadtheword in a viral way. If you select this option, you'll see that Step Three will change to look like Step One, but you can change some of the details if you like.




The final option allows you to immediately redirect the person invited when they click the call-to-action button at the bottom of the page. This means that they won't see a new page on Step Four—instead, they will open a link of your choice, such as a link to your website. When you select this option, you can add the link in Step Four.




Read about Step Four of the campaign builder next.