Qualifying Your Referred Users - Using Inbound Webhooks

You can use an inbound webhook to allow you to easily qualify your referred users when they convert - simply by sending their unique code to your inbound webhook endpoint.

We created an inbound webhook so that you can easily qualify your referred users once they convert - you do this by sending their unique code to the endpoint given to you in your account.

 

You can find your inbound webhook endpoint by going to the SETTINGS tab, and scrolling down to the webhook section (see the image below). 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 unique code to this endpoint, which means you will be changing this:  

 

Qualified = No 

to 

Qualified = Yes

 

Xnip2022-11-11_16-21-59

 

Below is an example of the payload you would use 👇

    curl "https://referral-factory.com/webhook/{token}/qualify" \
-X POST \
-d "code={code}"

 

Important To 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 users converts or qualifies. 

 

 

How Do You Send The Referred Users Code OUT

 

In order to qualify a referred user using their code, you first need to have that users code in your system or workflows. Below we'll show you the methods you can use to get a users 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.
  • Setup 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 step 3 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