The ability to send data from the person referring as well as the person invited makes managing your referral campaign easier. It allows you to send new referrals anywhere you like so you can see in real-time how many referrals you have and who referred them. You can then also automate the process to qualify them once they successfully convert.
The webhook functionality in Referral Factory allows you to send data from your referred leads or the person invited as well as the person who referred them directly to Zapier. From Zapier you can send that data anywhere else. Here is a scenario where this would be useful.
Scenario 1: You currently use a CRM that we don't have an integration for OR you're a marketer responsible for generating leads and sending them to your clients platform.
You would create an endpoint (or webhook URL) in Zapier where we could send the leads via the webhook to a Google Sheet. From the Google sheet you can create another Zap that sends the data to your CRM or any other platform.
In this help guide, we’ll be using a webhook to send referred users’ data to a Google sheet via Zapier.
First, you will need to create your endpoint in Zapier. Log in to your Zapier account and click “Create Zap” on the left-hand side. Select the trigger that you want to use to start the zap – you want to select the “Webhook” trigger.
Select the “Catch Hook” trigger event and click continue.
Copy the Custom Webhook URL – make sure you leave the “Silent Mode” check box unchecked. Click continue.
Now that you have created your webhook URL – navigate to your Referral Factory account. Choose the campaign you want to create a webhook for. Click on the drop down arrow in the Action column and click Webhooks.
Click on the ‘Create Webhook’ button.
Copy and paste your webook URL from Zapier.
In the next step, you can enter an access key if you need it. If not, you can click the Next button to continue.
You will then choose the request type. Because you want to post the data to Zapier – make sure you chose “Send me POST Request”.
The final step on Referral factory is to customize the request fields that you want to pass through to Zapier and include in your Google sheet. Toggle on the request fields you would like to pass on. In this example, we are only going to be passing through the:
– Name of the invited user or referred user.
– Their email address.
– Their unique referral code that they get when they filled out the form in Step 3.
– The name of the person who referred them.
Once you’ve completed the above steps, make sure you give your webhook a name that you can easily identify and click ‘Save’.
Now that your webshook is set up, you need to join your referral campaign and invite a friend to complete the form in Step 3. The reason for this is so that you can test that the webhook is set up correctly in Zapier.
After you have successfully tested your trigger, you need to setup the action. This is what will happen when the Zap runs. In this example, we are going to create a new row in Google sheets where we will post the referred users’ data. Click the “Continue” button.
In this step you can connect your Google Drive account and add the spreadsheet you want to push the data into and also map out the data fields you want to catch and send to the spreadsheet..
Once you’ve mapped out all the fields, you can continue to test the Action you have just set up.
Remember you need to use the same naming convention as your endpoint in order to catch the data correctly. For example – if you have named the field email address in Zapier, you need to make sure you name it the same in your webhook setup on Referral Factory.