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:
Table Of Contents
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 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.
3. Qualifying referrals using Zoho
You can sync your referral campaign with your Zoho CRM to automatically send referred leads into Zoho and choose the status they should have when the lead or contact is created. You can also qualify your referred leads when they convert. All you need to do is create a workflow in your Zoho CRM and update the referred lead to the converted status in your Zoho CRM. To learn more about our Zoho 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 Pipedrive
Our Pipedrive app syncs your referral program and your Pipedrive account - allowing you to automatically send through all your new referred leads and create deals for them in Pipedrive. You can then use your existing workflows to convert them. When they have reached the deal stage that you would count as a conversion you can update their deal status in Pipedrive and it will ping back Referral Factory and let our system know which of your referred leads have qualified or converted. This helps you know which referrers need to be rewarded. To learn more about our Pipedrive integration, read this article.
7. 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.
9. 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 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.
10. 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 newly 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.
To learn more about our Zapier solution, read this article.