We created an inbound webhook so that you can easily qualify your referred users once they convert. You can do this by sending their unique code or coupon code to the endpoint given to you in your account.
There are two ways you can qualify your referred users with👇
How To Send The Referred Users Code OUT
In order to qualify a referred user using their code, you first need to have that user's code in your system or workflow. Below we'll show you the methods you can use to get a user code OUT of Referral Factory, right when they join your campaign👇
Create an outbound Webhook to fire every time a new referred user joins your campaign - this will send the CODE with the user into your system. Read our help guide on how to do this here.
Set up the 'New User' Zap to fire every time a new referred user joins your campaign - this will send the CODE with the user to Zapier, and from Zapier you can send it to your system. Read our help guide on how to do this here.
Using one of our native CRM integrations, you can send all your new referred users over to your CRM as they join your campaign, passing along their CODES. We offer integrations with many CRMS, but here is an example of how to do that using HubSpot.
Using the redirect option which you can select on the pages for the person invited - step 2 of your campaign builder. This allows you to redirect the invited users off to your own website once they have joined the campaign, and pass along their CODE as a GET parameter in the URL we direct them to. Read our help guide on how to do this here.
Using the API you can call any direct or referred user by using the 'Get A Specific User' function of our API, you can then view all the information for that user including their code. Read our API documentation on this function here.
Qualify Referrals With a Unique Referral Code
You can find your inbound webhook endpoint by 👇
👉 going to the SETTINGS tab
👉 scrolling down to the webhook section.
Hit SHOW to see your webhook endpoint, and please remember to keep this endpoint URL private.
You can automatically update the status of a referred user by sending their coupon code to this endpoint, which means you will be changing this:
Qualified = No
to
Qualified = Yes
Below is an example of the payload you would use 👇
curl "https://referral-factory.com/webhook/{token}/qualify" \
-X POST \
-d "code={code}"
Please Note: In order to use the inbound Webhook to qualify a referred user, you need to make sure you first send the new referred users CODE out when they join the campaign. This means that when a new 'referred user' joins your campaign, you save or document that users CODE in your own system or CRM. Once you have saved it, you can then send it back (using the inbound webhook), when that referred user converts or qualifies.
Qualify With Coupon Code
You can find your inbound webhook endpoint by 👇
👉 going to the SETTINGS tab
👉 scrolling down to the webhook section.
Hit SHOW to see your webhook endpoint, and please remember to keep this endpoint URL private.
You can automatically update the status of a referred user by sending their coupon code to this endpoint, which means you will be changing this:
Qualified = No
to
Qualified = Yes
Below is an example of the payload you would use 👇
curl "https://referral-factory.com/webhook/{token}/qualify" \
-X POST \
-d "coupon={your_coupon_here}"
Learn more about Webhooks and Referral Factory in this help guide.