Qualifying your referrals makes 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.
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 highlight them all.
Qualifying Referrals Using Shopify
Referral Factory's Shopify app seamlessly integrates with your store. Effortlessly send customers from your referral campaign directly to your Shopify Store - no code and no referral marketing experience needed.
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.
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.
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.
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.
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.