How To Send Referred Users (The Person Invited) from Referral Factory to Monday

Referral Factory can automatically create a new contact in Monday when someone signs up using their friend's referral link. That way, your team can pick up the referred lead without skipping a beat!

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 enroll 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 (Optional): Set Your Qualification Rules

→ If you would like to automatically qualify the Person Invited when they convert in Monday, set the rules that will trigger the automatic qualification. If you choose to qualify users using a different method, simply leave this section blank.

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.

→ Click Save or Next.

---

 

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.

---