Referral Factory gives you a few different ways to qualify successful referrals based on your program's definition of success. You can manually qualify referrals or automate the process through our integrations, webhooks, JavaScript, Zapier or API.
In this guide 👇
2. Qualifying Referrals Manually (One by One)
3. Qualifying Referrals Manually by Upload (Bulk)
4. Qualifying Referrals Using a CRM Integration
5. Qualifying Referrals Using a Payment Processor (Stripe)
6. Qualifying Referrals Using Zapier
7. Qualifying Referrals Using Inbound Webhooks
8. Qualifying Referrals Using our API
9. Qualifying Referrals Using JavaScript
1. Why Qualify Referrals?
Referrals are a powerful tool for businesses, often converting into paying customers more effectively than other marketing channels. By qualifying referrals, you ensure rewards are given only for successful, criteria-meeting referrals, maximising your referral program's benefits and optimising your marketing budget. Referral Factory simplifies this process by allowing you to qualify referrals based on user actions like signing up, making a purchase, or completing a task. This enables you to track referral success and identify top-performing referrers driving the most conversions.
❗️Please note that you can only qualify referred users or the Person Invited!
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.
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3. Qualifying Referrals Manually by Upload (Bulk)
One convenient way to qualify referred users who have converted is by exporting a list of all your customers or converted leads from your database or CRM and uploading it to Referral Factory. You do not need to filter the list — Referral Factory will scan the list and check whether any of the contacts were referred and, if they were, it will qualify them.
Many customers find it helpful to perform this process on a weekly or monthly basis, depending on the volume of customers they receive and their desired frequency for qualifying referrals. The entire process typically takes around 15 minutes to complete.
You have the option to qualify referrals using various sources, such as their referral code, email address, or a coupon code issued to them via your referral program. This flexibility allows you to tailor the qualification process to best suit your needs.
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4. Qualifying Referrals Using Your CRM
With Referral Factory's seamless integration with popular CRMs, you can easily trigger a 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.
👉 Qualifying with HubSpot
👉 Qualifying with Salesforce
👉 Qualifying with Zoho
👉 Qualifying with Pipedrive
👉 Qualifying with Intercom
👉 Qualifying with Monday
👉 Qualifying with ServiceTitan
5. Qualifying Referrals Using Your Payment Processor
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.
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6. 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
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7. 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.
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8. 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.
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9. 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.
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