How To Automatically Qualify Referrals Using Monday

Automate your referral program with Monday and Referral Factory! Use your regular Monday workflows and pipelines to automatically qualify successful referrals, which, in turn, could trigger a reward to the person who referred them.

Step 1 (Optional): Create Custom Columns in Monday

→ Should you wish to store additional referral data related to your referred user, create the relevant columns inside Monday. You could, for example, create columns to house information like:

• {Referred By}: The person who referred them
• {Referral Campaign}: The name of your Referral Factory campaign (useful if you're running multiple campaigns)
• {Referral Link}: The referral link automatically generated for the new user (useful if you will enrol newly referred leads into your referral program)

Step 2: Configure How Data Should Be Sent in Referral Factory

→ Click Edit Campaign to enter the campaign builder. 

→ Navigate to the Integrations step in the bottom navigation bar. 

→ Scroll down until you see the option to configure settings for the Person Invited. 

→ Use the dropdown menu to select the board in Monday where you want to send your new referred users.

Step 3: Set Your Qualification Rules

→ To automatically qualify the Person Invited when they convert in Monday, set the rules that will trigger the automatic qualification.

 

You have 4 options: 

👉 Option 1: Qualify when a user property changes

👉 Option 2: Qualify when a user property changes AND the user is moved to a specific group

👉 Option 3: Qualify when a user is moved to a specific group

👉 Option 4: Qualify when a user is moved to a specific board

Option 1: Qualify When A User Property Changes

→ Select “Qualify when a user property changes”. 

→ Select the column in which the property will change. For example, Status.

→ Choose the initial value that should be used when Referral Factory first creates the lead in Monday. For example, 'New Lead'.

→ Then, choose the value that will be updated when you consider the item a successful or converted referral. For example, 'Qualified'. This is the status that will trigger a qualification in Referral Factory.

→ Click Save Qualification Settings.

Option 2: Qualify When A User Property Changes AND The User Is Moved To A Specific Group

→ Select “Qualify when a user property changes AND the user is moved to a specific group”. 

→ Select the column in which the property will change. For example, Status.

→ Choose the initial value that should be used when Referral Factory first creates the lead in Monday. For example, 'New Lead'.

→ Then, choose the value that will be updated when you consider the item a successful or converted referral. For example, 'Qualified'. This is the status that will trigger a qualification in Referral Factory.

→ Then, select the group that the item will be moved to when you consider the referral successful.

→ Click Save Qualification Settings.

Option 3: Qualify When A User Is Moved To A Specific Group

→ Select “Qualify when a user is moved to a specific group”. 

→ Select the group that the item will be moved to when you consider the referral successful.

→ Click Save Qualification Settings.

Option 4: Qualify When A User Is Moved To A Specific Board

→ Select “Qualify when a user is moved to a specific board”. 

→ Select the board that the item will be moved to when you consider the referral successful.

→ Click Save Qualification Settings.

Step 4: Map Your Data Fields

→ Map the data fields from Referral Factory to your Monday columns using the dropdown select options. If a recently created Monday column is unavailable for selection, click the refresh button. 

Step 5 (Optional): Attach Information About The Person Referring

→ Should you wish to attach the information of the person who made the referral and you have 2 options for how to send this information to Monday:

👉 Option 1: You can map this information as text in additional columns on the item. Please be sure to add the relevant text columns in Monday. Map the fields to send the information to the columns you have created.

👉 Option 2: You can map this information as a connected item. For this function to work, you will need to add a Connect Boards column in Monday. First, select the connected board to which you want to link. Then, select the connect boards column you have created. You also have the option to create a new item for the person referring if one does not exist.  

Step 6: Choose How To Handle Duplicates

→ Choose whether Referral Factory should update existing contacts. Please note that choosing to update existing contacts could override data inside Monday. Your choice will also affect whether existing contacts qualify so please choose carefully. 

→ Click Save or Next.

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How To Test Whether Your Integration Is Working

Step 1: Sign Up As the Person Referring

→ Open your campaign link in a private window or incognito mode and sign up as the Person Referring. Please note that Referral Factory uses cookies, so if you have already visited your campaign link, you may see the incorrect step. 

→ Be sure to use an email address that does not already exist as a user in your referral campaign and, depending on your settings, does not already exist in Monday. We recommend using plus addressing to make sure that each email address is unique and easily searchable. For example, yourname+personreferring+date@yourdomain.com.

Step 2: Sign Up As the Person Invited

→ Next, open the referral link generated for the Person Referring and sign up as the Person Invited. 

→ Be sure to use an email address that does not already exist as a user in your referral campaign and, depending on your settings, does not already exist in Monday. We recommend using plus addressing to make sure that each email address is unique and easily searchable. For example, yourname+personinvited+date@yourdomain.com.

Step 3: Check For New Users In Referral Factory

→ Navigate to the Users tab and check that both the Person Referring and the Person Invited have been created in Referral Factory.

Step 4: Check For The Person Invited in Monday

→ Check that the new contact for the Person Invited is created in Monday with all the data you have chosen to map across. Please be sure to check the correct board. Note that it can take up to 30 minutes for the data to pass from Referral Factory to Monday. 

Step 5: Test Your Qualification Trigger

→ Update the Person Invited inside Monday as per the settings you configured.  

→ Return to Referral Factory to check the status of the contact you just converted in the Users tab. Note that it can take up to 30 minutes for the data to pass from Monday to Referral Factory.