Qualify Successful Referrals Using Our Integrations

To qualify referrals, you need to be on the Basic or Pro plan. There are multiple ways you can qualify referrals - this help guide will cover the following:

1. Why should you qualify referrals?

2. Qualifying referrals using Shopify

3. Qualifying referrals using HubSpot

4. Qualifying referrals using Salesforce

5. Qualifying referrals using Intercom

6. Qualifying referrals using our API

7. Qualifying referrals using JavaScript

8. Qualifying referrals using inbound webhooks

9. Qualifying referrals using Zapier

1. Why should you qualify referrals?

Qualifying your referrals makes your campaign easier to manage as you can see in real-time how many referrals you have, how many of those referrals have successfully converted and the date that the referral converted or was qualified.

You can even sort your referrals by the date they joined your campaign and the date that they converted. This will allow you to see which referrals converted during a specific period.

If you hover over the word "referred" then can then easily see who made the referral - so you know exactly who to issue a reward to and when.

2. Qualifying referrals using Shopify

Referral Factory's Shopify app seamlessly integrates with your store. You can send referred users from your referral campaign directly to your Shopify Store to make a purchase. Choose the minimum amount that the referred user must spend on a single purchase. Then select what the status of that order should be to count as a conversion. This could be fulfilled, partially fulfilled, or unfulfilled. To qualify the referral, update the status of the order in your Shopify Store. This will automatically change the status of the referred user in your Referral Factory account to Qualified. You can easily identify which of your referred users have qualified and which of your direct users have a converted referral and need to be rewarded. To learn more about our Shopify integration, read this article.

3. Qualifying referrals using HubSpot

Our HubSpot integration syncs your referral campaign, allowing you to send your referred contacts directly into your HubSpot account. Choose the status that the new referral will enter HubSpot as. Then select what the status should be to count as a conversion. To qualify the referral, simply update the new referral to the converted status in your HubSpot account. This pings Referral Factory and changes the status of the referral to qualified. You can easily identify qualified referrals and which referrers you need to reward. To learn more about our HubSpot integration, read this article.

4. Qualifying referrals using Salesforce

Connect your referral campaign directly with your Salesforce account, allowing you to send your referred contacts directly to your CRM. You can choose what the status of the referred contact will enter Salesforce as and select what their status will be once they convert. You can then qualify them with a simple lead status update inside your Salesforce account. This will ping Referral Factory and change the status of the referral to qualified. This lets you know which referrals have qualified so you know which referrers you need to reward. To learn more about our Salesforce integration, read this article.

5. Qualifying referrals using Intercom

You can send new referrals directly into Intercom. To manage your referrals using your existing business processes, choose what property to assign the referral when they enter Intercom. Then select what the first value of the property will be and what the last value of the property will be when they convert. Update the property value in your Intercom account which will ping Referral Factory and change the status of the referral to qualified. This allows you to identify which referrals qualify so you know which referrers you need to reward. To learn more about our Intercom integration, read this article.

6. Qualifying referrals 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 platform. You can then use the API to update the status of the person invited when they perform an action on your website or platform that would count as a successful referral. When the status has been updated on your end, it will ping back to Referral Factory and qualify them automatically. Here is a link to our API documentation.

7. Qualifying referrals using JavaScript

You can insert a piece of script on your ‘Thank You’ or ‘Success’ pages or on a modal that an invited user will see after they convert (it could be completing a sign-up, creating an account, making a purchase, etc). Once an invited user lands on the page with the script on, it will fire their unique code back to our system and notify us that they have converted. The status of the referral will automatically be updated to qualified in your Referral Factory dashboard. To learn more about our Javascript solution, read this article.

Please note: To use Javascript to qualify your referrals, you will need to redirect invited users to your website or platform where they can convert. 

8. Qualifying referrals using inbound webhooks

A webhook is a way to send data from one application to another in real-time, meaning you can send and receive data immediately. An inbound webhook is a way to send information back IN to Referral Factory. When the referral or person invited signs up on our platform they are automatically assigned a unique code. This code can be passed to you as a GET parameter that you can store on your database, platform, or CRM. In order to qualify the person invited when they convert, you will need to send their code back to Referral Factory. You do this by passing that code to the inbound webhook or endpoint.

9. Qualifying referrals using Zapier

Zapier lets you connect Referral Factory with thousands of the most popular apps, so you can integrate your referral program with your existing business processes - no coding required. You can use the New Users zap to send new referred users or referred leads from Referral Factory to third-party software. This triggers when a new user has been referred to your referral campaign. You can then use the Qualify Users zap to send the unique referral code from a third-party software back to Referral Factory when a referred user converts. This is when a referred lead becomes qualified.

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