Referrals are a powerful tool for businesses as they are more likely to convert into paying customers compared to other marketing channels. By qualifying referrals, you can ensure that you only reward referrers for successful referrals that meet your specific criteria. This means that you can maximize the benefits of your referral program and make the most out of your marketing budget. With Referral Factory, you can easily qualify your referrals based on your referred users' actions, such as signing up, making a purchase, or completing a specific task. This allows you to track the success of your referrals and identify which referrers are driving the most conversions for your business.

❗️Please note that you can only qualify referred users!

2. Qualifying Referrals Manually (One by One)

If you don't have a high volume of referrals yet, don't have a CRM, or don't want to automate your referral program while you're getting started, there is an easy way to manually qualify your referrals when they convert.

→ Navigate to the Users tab on your Referral Factory dashboard.

→ Identify which referred user you want to qualify.

→ Click the blue Actions button and choose Qualify (if converted).

qualify

💡 You can check if a user is qualified by scrolling to the right until you see the column, Qualified At.

3. Qualifying Referrals Manually by Upload (Bulk)

If it will be too time-consuming to qualify referred users one at a time, you can qualify referred users by simply uploading a .CSV file with one of the following unique identifiers:

Email address
Referral code (this is the code issued by our system)
Coupon code

To make this process even easier to manage, you can upload a CSV file of all your converted leads, current customers, subscribers, or claimed coupon codes, depending on the way your referral program works. Our system will check if any of the data matches unqualified, referred users in your campaign, qualify them, and ignore anything else. You can qualify by uploading a CSV file daily, weekly, or even monthly, depending on the volume of converted leads.

→ To qualify by upload, navigate to the Users tab.

→ Click Qualify Referred Users.

Screenshot showing that your referral program software user you can qualify.

→ Choose which source data to use for qualification: email address, referral code, or coupon code.

→ If you choose to qualify by Email Address, select the campaign (this is because some users may be participants in multiple campaigns).

→ Click Next.

Screenshot showing that your referral program software users you can qualify by Email Address.

→ Prepare your CSV file. You can download the following templates to format the file correctly:

❗️ Please do not include a header row in your CSV file.

→ Click Choose Another File to browse files on your computer.

→ Select the CSV file and click Open.

You will see the email addresses, referral codes, or coupon codes populate below.

→ Click Next.

qualify upload

→ Check that the number of data points you have entered matches what has been recognized on the system. Click Qualify.

Screenshot showing you can Check that the number of data points you have entered matches to your referral program software.

The next modal will show an estimate of how many users will be qualified.

→ Click Close.

Screenshot showin how many users will be qualified in your referral program software.

💡 You can check if a user is qualified by scrolling to the right until you see the column, Qualified At.

4. Qualifying Referrals Using a CRM Integration

With Referral Factory's seamless integration with popular CRMs, you can easily trigger a referral qualification when a specific data attribute, field, or property changes in your CRM. For instance, when a deal is marked as "closed won" in your CRM, Referral Factory can automatically mark the referred user as qualified.

4.1. Qualifying with HubSpot

Referral Factory has a native integration with HubSpot CRM, which means that you can automatically qualify a referred user when one of the following properties change in HubSpot:

Lead Status
Lifecycle Stage
Deal Stage
Custom Property

Screenshot showing that you can qualify your referral program software users by HubSpot.

You can learn more about how to qualify referrals using HubSpot in this guide:

📖 HubSpot And Referral Factory Integration: A Full Guide 📖

4.2. Qualifying with Zoho

Referral Factory integrates directly with Zoho CRM, which means that you can automatically qualify a referred user when one of the following fields change in Zoho:

A Lead converts into a Contact
Lead Status
Deal Stage
Custom Field

Screenshot showing that you can qualify your referral program software users by Zoho.

You can learn more about how to qualify referrals using Zoho in this guide:

📖 Zoho And Referral Factory Integration: A Full Guide 📖

4.3. Qualifying with Salesforce

Referral Factory has a native integration with Salesforce CRM, which means that you can automatically qualify a referred user when one of the following fields change in Salesforce:

Lead Status
A Lead converts into an Opportunity
Opportunity Stage

Screenshot showing that you can qualify your referral program software users with Salesforce.

You can learn more about how to qualify referrals using Salesforce in this guide:

📖 Salesforce And Referral Factory Integration: A Full Guide 📖

4.4. Qualifying with Intercom

Referral Factory integrates with Intercom CRM, which means that you can automatically qualify a referred user when any Custom Data Attribute changes in Intercom.

Screenshot showing that you can qualify your referral program software users with Salesforce.

You can learn more about how to qualify referrals using Intercom in this guide:
📖 Intercom And Referral Factory Integration: A Full Guide 📖

4.5. Qualifying with Pipedrive

Referral Factory has a native integration with Pipedrive CRM, which means that you can automatically qualify a referred user when one of the following fields changes in Pipedrive:

A Lead converts into a Deal
Deal Stage

Screenshot showing that you can qualify your referral program software users with Salesforce.

You can learn more about how to qualify referrals using Pipedrive in this guide:
📖 Pipedrive And Referral Factory Integration: A Full Guide 📖

4.6. Qualifying with Monday

Referral Factory has a native integration with Monday Sales CRM, which means that you can automatically qualify a referred user when one of the following things happens in Monday:

A property in a column changes
A property in a column changes AND the item moves to a specific group
An item moves to a new group
An item moves to a new board

You can learn more about how to qualify referrals using Monday in this guide:

📖 Monday and Referral Factory Integration: A Full Guide 📖

4.7. Qualifying with Stripe

Referral Factory has a native integration with Stripe, which means that you can automatically qualify a referred user when they hit a target spend amount in Stripe.

You can learn more about how to qualify referrals using Stripe in this guide:

📖 Stripe And Referral Factory Integration (No-Code!): A Full Guide 📖

5. Qualifying Referrals Using Zapier

Zapier lets you connect Referral Factory to thousands of the most popular apps, so you can automate your referral program with your existing business processes — no coding required.

There are three actions available for qualifying referred users on Zapier:

1. Qualify User with Email

2. Qualify User with Code

3. Qualify User with Coupon

For example, if you use Capsule CRM, you can trigger a qualification in Referral Factory when an Opportunity in Capsule is updated to "Converted".

Screenshot showing that you can qualify your referral program software users using Zapier.

You can learn more about how to qualify referrals using Zapier in this guide:
📖 Zapier And Referral Factory Integration: A Full Guide 📖

6. Qualifying Referrals Using Inbound Webhooks

An inbound webhook is a real-time method of transferring data between applications, enabling you to send and receive data instantly. We have developed an inbound webhook specifically for qualifying your referred users once they have converted. To do this, you simply send their unique referral code or coupon code to the endpoint provided in your account.

Screenshot showing that you can qualify your referral program software users using inbound webhook.

You can learn more about how to qualify referrals using a Webhook in this guide:
📖 Inbound Webhook: How To Qualify Your Referred Users 📖

7. Qualifying Referrals Using our API

If you have a custom-built CRM or backend, you can use our API to automatically qualify converted or successful referrals, for example when they complete a desired action such as subscribing or purchasing.

Screenshot showing that you can qualify your referral program software users using API.

You can learn more about how to qualify referrals using our API by visiting our API Documentation 👩‍💻

8. Qualifying Referrals Using JavaScript

To track successful referrals using JavaScript, you can add a script to your "Thank You" or "Success" pages, or a modal that referred users see after completing a specific task (such as sign-up, account creation, or purchase). When a referred user lands on the page with the script, it will send their unique code back to our system, notifying us of their conversion.

Screenshot showing that you can qualify your referral program software users using JavaScript.

You can learn more about how to qualify referrals using JavaScript in this guide:
📖 How To Qualify Your Referred Users Using JavaScript 📖

9. FAQ

Here are the most frequently asked questions about qualifying successful or converted referrals in Referral Factory:

❓ Can I Unqualify a Referred User?

10. Further Resources

Want to learn more about how to get more successful referrals? You might find this useful 👇

📣 Guide to Get 100% Conversion Rate On Your Referral Program 📣