A qualified referral is when a referral successfully converts (a conversion could be a sale, a contract signed, an account opened, etc). Qualifying your referrals will make your campaign easier to manage as you can see in real-time how many referrals you have and how many of those referrals have successfully converted. You can then easily identify the person who referred them, so you know exactly when to issue the reward.
How to qualify your referrals manually
Navigate to your ‘Users’ tab in your dashboard. Locate the user you want to qualify and click on the drop-down menu under the ‘Actions’ column. Select Qualify. Click on the Qualify button on the confirmation pop-up.
You can manually qualify referrals in your ‘Users’ tab. Select the user you wish to qualify – click on the drop-down menu in the ‘Actions’ column and click ‘Qualify’.
Confirm that you would like to qualify the user.
How to qualify your referrals automatically
There are four ways you can automate the qualifying of referrals.
Using an integration: You can also connect your referral program directly with your CRM to send new referred leads directly into your CRM – from there you can qualify these leads using your standard business processes. Once the referral has been qualified in your CRM, the status of the user in your Referral Factory dashboard will automatically update to qualified. Referral Factory currently has integration for Hubspot, Salesforce, and Intercom.
Using our API: If you are using a CRM that we don’t currently integrate with or you have built a custom system, you can use our API to send referred users directly into your system as well as qualify them automatically when they perform an action on your website or platform that would count a successful referral. Here is a link to our API documentation.
Using an inbound webhook: We have created an Inbound webhook so that you can send User data back into Referral Factory from any endpoint. This means you can automatically update the status of a referral lead outside of Referral Factory and it will ping back to our platform and "qualify" or "successfully convert" that referral lead. Here is a step-by-step guide on How To Qualify Referrals Using An Inbound Webhook and Zapier to help you set it up.