Navigating Your Referral Factory Dashboard – Referral Factory

It's really easy to access different tabs and pages from anywhere in your account. This article explains the different tabs in your Referral Factory account making it easier for you to find your way around.

Your Dashboard

When you log in to your Referral Factory account, you will land on your dashboard.

From here you will be able to:

Create A Campaign - Build a referral program from scratch
Find A Template - Search over 1000 pre-built campaigns
Hire An Expert - Need help? Let us do the work for you
Contact Support - For any other questions you have

We also give you access to some high-level metrics about your account's performance so you have an indication of how your campaigns are performing.

These metrics include:

Total Reach - How many people have landed on all of your campaigns combined
Total Users - A total count of the number of people referring and people invited that are in your campaigns
Total Referrals - A total count of the number of referrals made in all of your campaigns
Average Referrals Per User - The average number of referrals each user has made

Your Campaigns Tab

This is where you can create a campaign from scratch or use one of our templates. If you have already created a campaign you will be able to access your campaigns from this tab and edit them. If you have multiple campaigns you can search for a specific campaign by using the search tool.

We also give you basic campaign metrics on this tab so you can see how your campaigns are performing.

You can see the following info about your campaigns:

Reach - How many people have landed on your campaign
Users - How many people referring and people invited are in your campaign
Referrals - The number of referrals made in your campaign
Referrals Converted - The number of referrals in your campaign that have converted.

You can also click on the drop-down in the Actions column to:

Duplicate the campaign
Go to the settings of a campaign
Create and view the webhooks of a campaign
View the outputs of the campaign
View the users of the campaign
Delete the campaign

Your Templates Tab

From here you can view referral program templates that we have created to help you build a powerful referral program. We list the most popular first so you can see what other businesses are using. You can also use the search bar to search for a template that will work for your brand. All you need to do is edit and style it for your brand then go live!

Your Users Tab

This is where you can access all of your Users' data. You can see all of the data that you've captured from your referral campaign, see which of your users are referred, which of them are direct and which of them have been added to your campaign. You can also see the unique referral link for each user. Read more about the types of users here.

We also provide user metrics that allow you to identify who your top users are. You can see the following information on each user:

How many people they have reached
How many referrals they have generated
How many referrals successfully converted
The date a user was qualified.

Here you can also import a list of existing customers to invite to your referral campaign to start or export all of your user information.

Your Settings Tab

This tab is where you can manage your setting from an account level. You do the following:

Connect your referral program with various integrations
Set your outbound email address
Add your Google Analytics ID
Connect your Facebook pixel
And access your API token
Create an outbound webhook
And access your inbound webhook