# Referral Factory | Referral Program Software Help Center > Welcome to Referral Factory's help center! Need a hand with your referral program? We’d love to help! ## Getting Started - [How Does Referral Factory Work?](https://help.referral-factory.com/en/articles/9691582-how-does-referral-factory-work.md): Turn your customers into your biggest marketing channel by launching a referral program using our referral program software. - [Watch a Demo Of Referral Factory 🎥](https://help.referral-factory.com/en/articles/9767207-watch-a-demo-of-referral-factory.md): This demo video will show you how to use no-code referral program software to get more referrals and grow! - [Read Our Blog](https://help.referral-factory.com/en/articles/9912459-read-our-blog.md): Want to become a referral marketing expert? Our blog has top resources to help you get more referrals and grow your business. - [Referral Factory Glossary](https://help.referral-factory.com/en/articles/9917418-referral-factory-glossary.md): While exploring Referral Factory, it’s helpful to understand the basic terminology used in our referral marketing software. - [Is Referral Factory GDPR Compliant?](https://help.referral-factory.com/en/articles/9876148-is-referral-factory-gdpr-compliant.md): Referral Factory's software is fully GDPR compliant and you can find Referral Factory's GDPR compliance documentation in this article. ## Account & Setup - [How To Edit Your Campaign Tags](https://help.referral-factory.com/en/articles/11154595-how-to-edit-your-campaign-tags.md) - [How To Update Your Billing Details](https://help.referral-factory.com/en/articles/9757302-how-to-update-your-billing-details.md): Our referral program software allows you to update your billing information directly in your account. - [How To Reactivate Your Referral Factory Subscription](https://help.referral-factory.com/en/articles/9757322-how-to-reactivate-your-referral-factory-subscription.md): Referral Factory gives you the flexibility to cancel your referral software subscription at any time and reactivate it whenever you're ready - [How To Download Your Invoice](https://help.referral-factory.com/en/articles/9757526-how-to-download-your-invoice.md): Our referral program software allows you to download your monthly invoices so you can reconcile your financials. - [How To Update The Payment Details Inside Your Referral Factory Account](https://help.referral-factory.com/en/articles/9757544-how-to-update-the-payment-details-inside-your-referral-factory-account.md): Our referral program software requires you to have a credit card attached to your account at all times. - [How To Change Your Subscription Plan](https://help.referral-factory.com/en/articles/9757562-how-to-change-your-subscription-plan.md): You can upgrade or downgrade your account OR switch to an annual plan to get a 20% discount at any time. - [How To Edit Your Referral Factory Account Settings](https://help.referral-factory.com/en/articles/9691698-how-to-edit-your-referral-factory-account-settings.md): Our referral program software allows you to edit or update your account details on the profile page in your Referral Factory account. - [How To Add Teammates To Your Referral Factory Account](https://help.referral-factory.com/en/articles/9766500-how-to-add-teammates-to-your-referral-factory-account.md): Easily collaborate on your Referral Program by inviting teammates to join your Referral Factory account - [How To Add Another Email Address To Receive Notifications From Referral Factory](https://help.referral-factory.com/en/articles/9766596-how-to-add-another-email-address-to-receive-notifications-from-referral-factory.md): Our system sends you email notifications about your account. You can add another email address to your account to also receive these emails. - [How To Edit Your Account Notifications](https://help.referral-factory.com/en/articles/9766605-how-to-edit-your-account-notifications.md): Our referral software has built-in email notifications to keep you updated with your referral program performance. - [How To Cancel Or Pause Your Subscription](https://help.referral-factory.com/en/articles/9766689-how-to-cancel-or-pause-your-subscription.md): Referral Factory's referral program software can be on a month-to-month basis so you can cancel or pause your subscription at any time. - [How To Enable 2FA](https://help.referral-factory.com/en/articles/9766696-how-to-enable-2fa.md): Enable Two-Factor Authentification \(2FA\) to add an extra layer of security to your Referral Factory account. - [How To Reset Your Referral Factory Account Password](https://help.referral-factory.com/en/articles/9828963-how-to-reset-your-referral-factory-account-password.md): Our referral program software allows you to reset your password so you can access your account again. ## Building Campaigns - [Can I Run Multiple Referral Campaigns?](https://help.referral-factory.com/en/articles/9876158-can-i-run-multiple-referral-campaigns.md): With Referral Factory, run unlimited campaigns to segment or target customers, employees, or affiliates in your referral program. - [How To Change The Design/Theme Of Your Campaign](https://help.referral-factory.com/en/articles/9691665-how-to-change-the-design-theme-of-your-campaign.md): In this help guide, we’ll show you how to use our referral program software to change the design/theme of your referral campaign. - [How To Build A Referral Program That Is 100% On Brand](https://help.referral-factory.com/en/articles/9876289-how-to-build-a-referral-program-that-is-100-on-brand.md): Our referral program software allows you to customize your referral campaign to look and feel just like your brand. - [Your Campaign Builder - Pages For Person Referring](https://help.referral-factory.com/en/articles/9691643-your-campaign-builder-pages-for-person-referring.md): Use our referral software to create beautiful landing pages where your customers can join your referral program and refer their friends. - [Your Campaign Builder - Pages For Person Invited](https://help.referral-factory.com/en/articles/9771872-your-campaign-builder-pages-for-person-invited.md): Create beautiful landing pages with our referral software so the person invited can join your referral program when their friend refers them - [How To Redirect Referred Users To Your Website](https://help.referral-factory.com/en/articles/9772415-how-to-redirect-referred-users-to-your-website.md): When a person invited joins your referral program you can send them to your website, booking page, e-store, or another page that you own. - [How To Add a Custom Share Message To The Referral Link](https://help.referral-factory.com/en/articles/9776258-how-to-add-a-custom-share-message-to-the-referral-link.md): You can add a share message that will pre-populate alongside the referral link when your referrer clicks one of the share buttons. - [How To Add Form Fields To Your Referral Campaign Pages](https://help.referral-factory.com/en/articles/9772505-how-to-add-form-fields-to-your-referral-campaign-pages.md): Use our drag-and-drop builder to add form fields to your referral program pages. - [How To Personalize Your Referral Program Pages and Emails Using Dynamic Variables](https://help.referral-factory.com/en/articles/9776341-how-to-personalize-your-referral-program-pages-and-emails-using-dynamic-variables.md): Using dynamic variables to personalize your campaign increases trust and credibility of your referral program. - [Your Campaign Builder - Pages For Person Referring](https://help.referral-factory.com/en/articles/9921719-your-campaign-builder-pages-for-person-referring.md): Use our referral software to create beautiful landing pages where your customers can opt in to your referral program and refer their friends - [Why Skipping the Landing Page For The Person Invited Is a Bad Idea](https://help.referral-factory.com/en/articles/11769226-why-skipping-the-landing-page-for-the-person-invited-is-a-bad-idea.md) - [How To Edit The Terms And Conditions of Your Referral Program](https://help.referral-factory.com/en/articles/9788375-how-to-edit-the-terms-and-conditions-of-your-referral-program.md): Our referral program software allows you to completely customize the Terms and Conditions of your referral program. - [What Is A Referral Program Title And Meta Description?](https://help.referral-factory.com/en/articles/9797591-what-is-a-referral-program-title-and-meta-description.md): The title and meta description are the text that accompanies your referral program join link for potential referrers, customers and users. - [How to Activate Facebook Pixel](https://help.referral-factory.com/en/articles/9797571-how-to-activate-facebook-pixel.md): Add Facebook Pixel to your referral program landing pages to integrate Referral Factory with your social media marketing strategy. - [How To Activate Google Analytics](https://help.referral-factory.com/en/articles/9797384-how-to-activate-google-analytics.md): Adding Google Analytics to your referral program landing pages is a simple process that enhances your campaign performance analysis 📊 - [How To Add A Favicon To Your Campaign](https://help.referral-factory.com/en/articles/9797373-how-to-add-a-favicon-to-your-campaign.md): You can add a favicon to your campaign from the Settings step in your campaign builder. - [How To Host Your Referral Program On Your Own Domain \(Add Your Own Domain\)](https://help.referral-factory.com/en/articles/9788438-how-to-host-your-referral-program-on-your-own-domain-add-your-own-domain.md): Learn how to connect your domain to Referral Factory and configure your DNS records. - [How To Configure Your Domain Holding Page](https://help.referral-factory.com/en/articles/9807059-how-to-configure-your-domain-holding-page.md): Hosting your referral program on your own domain? Running multiple campaigns? You have the option to configure your domain holding page. - [How To Set A Start And End Date For Your Referral Campaign](https://help.referral-factory.com/en/articles/9787988-how-to-set-a-start-and-end-date-for-your-referral-campaign.md): Running a limited-time referral program? Our software lets you set a start and end date for your campaign easily. - [How To Limit The Number Of Referrals Each User Can Make](https://help.referral-factory.com/en/articles/9797363-how-to-limit-the-number-of-referrals-each-user-can-make.md): If you want to control the number of referrals users can make, our software allows you to set a referral limit for your referral program. - [Understanding Crawler Access in Referral Factory 🐛](https://help.referral-factory.com/en/articles/9806970-understanding-crawler-access-in-referral-factory.md): By granting crawler access, you enable search engines to index and display your campaigns in their search results. - [How To Build A Referral Program In A Different Language](https://help.referral-factory.com/en/articles/9807033-how-to-build-a-referral-program-in-a-different-language.md): Referral Factory has more language options than any other referral program software. You can choose from over 25 different languages. - [Where Can I Find My Campaign ID?](https://help.referral-factory.com/en/articles/9809090-where-can-i-find-my-campaign-id.md): If you're using Referral Factory's API you will need to access the campaign ID from inside the referral program software itself. - [How Can I Delete A Campaign?](https://help.referral-factory.com/en/articles/9829045-how-can-i-delete-a-campaign.md): No longer using a campaign? Follow these steps to delete it. ## Email Notifications - [Automated Email Notifications For Your Referral Program](https://help.referral-factory.com/en/articles/9776562-automated-email-notifications-for-your-referral-program.md) - [How To Style Email Notifications For Your Referral Program](https://help.referral-factory.com/en/articles/9776714-how-to-style-email-notifications-for-your-referral-program.md): Our referral program software has built-in email notifications that can be sent to the person referring and the person invited. - [What Are Email Rate Limits?](https://help.referral-factory.com/en/articles/9776673-what-are-email-rate-limits.md) - [How To Turn Off Email Notifications To Your Users](https://help.referral-factory.com/en/articles/9782877-how-to-turn-off-email-notifications-to-your-users.md): Our referral program software has a variety of email notifications that you can include in your referral program. - [How To Add An Outbound Email Address For Your Email Notifications](https://help.referral-factory.com/en/articles/9782912-how-to-add-an-outbound-email-address-for-your-email-notifications.md): To send the email notifications from your referral program software from your business and not ours, you can add an outbound email address. - [How To Set Up Your Own Email Server Using Gmail](https://help.referral-factory.com/en/articles/9782920-how-to-set-up-your-own-email-server-using-gmail.md): By default, Referral Factory takes care of your email delivery. However, you can send mail through your Gmail SMTP server if you’ prefer. - [How To Send Emails Using Your Own Email Server](https://help.referral-factory.com/en/articles/9782933-how-to-send-emails-using-your-own-email-server.md): Referral Factory takes care of your email delivery. However, you can send mails through any other SMTP server if you prefer - [How To Set Up Your Own Email Server Using Outlook](https://help.referral-factory.com/en/articles/9782939-how-to-set-up-your-own-email-server-using-outlook.md): By default, Referral Factory takes care of your email delivery. However, you can send mail through your Outlook SMTP server if you’ prefer. - [How to Avoid Emails Going to Spam: Best Practices](https://help.referral-factory.com/en/articles/9859723-how-to-avoid-emails-going-to-spam-best-practices.md): Best Practices for Email Marketing: Tips to ensure your emails reach the inbox and aren’t marked as spam. - [How To Fix The Styling Of Email Notifications In Outlook](https://help.referral-factory.com/en/articles/9876261-how-to-fix-the-styling-of-email-notifications-in-outlook.md): Your customized email notifications look great but don’t display correctly in Outlook. - [How To Create A Once-Off Email](https://help.referral-factory.com/en/articles/9859764-how-to-create-a-once-off-email.md): Our once-off email feature lets you create audience segments and send targeted emails to promote your referral program and boost referrals. - [How To Verify Your Email Domain To Send Emails](https://help.referral-factory.com/en/articles/10563595-how-to-verify-your-email-domain-to-send-emails.md): Verifying your email domain with Referral Factory helps reduce the likelihood of your emails being marked as spam. ## Integrations & Automations - [Integration Features: How Our Referral Software Integrates With Your Business](https://help.referral-factory.com/en/articles/9827369-integration-features-how-our-referral-software-integrates-with-your-business.md): Referral Factory's integrations help you automate your referral program. - [What Integrations Does Referral Factory Offer?](https://help.referral-factory.com/en/articles/9827509-what-integrations-does-referral-factory-offer.md) - [Referral Factory Integration Requirements](https://help.referral-factory.com/en/articles/9918015-referral-factory-integration-requirements.md): Connect your referral program to your existing workflows with integrations. Make it easy to generate referral links and manage new referrals - [HubSpot And Referral Factory: An Overview](https://help.referral-factory.com/en/articles/9691415-hubspot-and-referral-factory-an-overview.md): Referral Factory is HubSpot's \#1 certified referral app! Grow your business through referrals without adding to your workload. - [How To Sync HubSpot Contacts with Referral Factory \(and Generate Their Referral Links\)](https://help.referral-factory.com/en/articles/9692065-how-to-sync-hubspot-contacts-with-referral-factory-and-generate-their-referral-links.md): Generate referral links and send them along with each referrer's stats back to HubSpot for easy distribution from within your CRM. - [How To Send Referred Users \(the Person Invited\) from Referral Factory to HubSpot And Automatically Qualify Referrals When They Convert](https://help.referral-factory.com/en/articles/9692494-how-to-send-referred-users-the-person-invited-from-referral-factory-to-hubspot-and-automatically-qualify-referrals-when-they-convert.md): Create new contacts or deals in HubSpot when a person is referred and qualify them when the referral is successful. - [How To Send Direct Users \(The Person Referring\) to HubSpot When They Sign Up For A Referral Link](https://help.referral-factory.com/en/articles/9786295-how-to-send-direct-users-the-person-referring-to-hubspot-when-they-sign-up-for-a-referral-link.md): Create new contacts or deals in HubSpot when a person signs up to your campaign to be a referrer. - [Troubleshooting Your HubSpot Integration](https://help.referral-factory.com/en/articles/9786612-troubleshooting-your-hubspot-integration.md): Having trouble integrating Referral Factory with your HubSpot account? Try these troubleshooting tips. - [How To Connect HubSpot To Referral Factory](https://help.referral-factory.com/en/articles/14468856-how-to-connect-hubspot-to-referral-factory.md): Learn how to connect your HubSpot account to Referral Factory from the Integrations settings. Step-by-step guide to authorising the integration and what to expect once connected. - [How To Install Referral Factory From The HubSpot Marketplace](https://help.referral-factory.com/en/articles/14468878-how-to-install-referral-factory-from-the-hubspot-marketplace.md): Learn how to install the Referral Factory app directly from the HubSpot Marketplace. Step-by-step guide to the 3-step installation wizard and what to expect once the app is installed. - [How To Disconnect Or Uninstall The HubSpot Integration](https://help.referral-factory.com/en/articles/14468908-how-to-disconnect-or-uninstall-the-hubspot-integration.md): Learn how to disconnect or uninstall the HubSpot integration from either Referral Factory or HubSpot. Covers what happens to your data and active syncs when the connection is removed. - [Intercom And Referral Factory: An Overview](https://help.referral-factory.com/en/articles/9691906-intercom-and-referral-factory-an-overview.md): Referral Factory is Intercom's \#1 certified referral app! Automate referrals through Intercom without adding to your workload. - [How To Sync Intercom Contacts with Referral Factory \(and Generate Their Referral Links\)](https://help.referral-factory.com/en/articles/9694967-how-to-sync-intercom-contacts-with-referral-factory-and-generate-their-referral-links.md): Generate referral links and send them along with each referrer's stats back to Intercom for easy distribution from within your CRM. - [How To Send Referred Users \(the Person Invited\) from Referral Factory to Intercom And Automatically Qualify Referrals When They Convert](https://help.referral-factory.com/en/articles/9695017-how-to-send-referred-users-the-person-invited-from-referral-factory-to-intercom-and-automatically-qualify-referrals-when-they-convert.md): Create new contacts in Intercom when a person is referred and qualify them when the referral is successful. - [How To Send Direct Users \(The Person Referring\) from Referral Factory to Intercom](https://help.referral-factory.com/en/articles/9786247-how-to-send-direct-users-the-person-referring-from-referral-factory-to-intercom.md): Create a lead or user in Intercom when the person referring registers for a referral link. - [Troubleshooting Your Intercom Integration](https://help.referral-factory.com/en/articles/9786640-troubleshooting-your-intercom-integration.md): Having trouble integrating Referral Factory with your Intercom account? Try these troubleshooting tips. - [Salesforce and Referral Factory: An Overview](https://help.referral-factory.com/en/articles/9744270-salesforce-and-referral-factory-an-overview.md): Referral Factory is Salesforce's \#1 certified referral app! Automate referrals through Salesforce without adding to your workload. - [How To Sync Salesforce Contacts with Referral Factory \(and Generate Their Referral Links\)](https://help.referral-factory.com/en/articles/9744341-how-to-sync-salesforce-contacts-with-referral-factory-and-generate-their-referral-links.md): Generate referral links and send them along with each referrer's stats back to Salesforce for easy distribution from within your CRM. - [How To Send Referred Users \(the Person Invited\) from Referral Factory to Salesforce And Automatically Qualify Referrals When They Convert](https://help.referral-factory.com/en/articles/9744618-how-to-send-referred-users-the-person-invited-from-referral-factory-to-salesforce-and-automatically-qualify-referrals-when-they-convert.md): Create new leads or contacts in Salesforce when a person is referred and qualify them when the referral is successful. - [How To Send Direct Users \(The Person Referring\) to Salesforce When They Sign Up For A Referral Link](https://help.referral-factory.com/en/articles/9786480-how-to-send-direct-users-the-person-referring-to-salesforce-when-they-sign-up-for-a-referral-link.md): Create a lead or contact in Salesforce when the person referring registers for a referral link. - [Troubleshooting Your Salesforce Integration](https://help.referral-factory.com/en/articles/9786576-troubleshooting-your-salesforce-integration.md): Having trouble integrating Referral Factory with your Salesforce account? Try these troubleshooting tips. - [How To Enable API Access in Salesforce for the Referral Factory Integration](https://help.referral-factory.com/en/articles/9834786-how-to-enable-api-access-in-salesforce-for-the-referral-factory-integration.md): If you're unable to connect your Salesforce account to Referral Factory, you may need to enable API access in your Salesforce settings. - [Zoho and Referral Factory: An Overview](https://help.referral-factory.com/en/articles/9782946-zoho-and-referral-factory-an-overview.md): Referral Factory is Zoho's \#1 certified referral app! Grow your business through referrals without adding to your workload. - [How To Send Referred Users \(the Person Invited\) from Referral Factory to Zoho And Automatically Qualify Referrals When They Convert](https://help.referral-factory.com/en/articles/9782993-how-to-send-referred-users-the-person-invited-from-referral-factory-to-zoho-and-automatically-qualify-referrals-when-they-convert.md): Create new leads or contacts in Zoho when a person is referred and qualify them when the referral is successful. - [How To Sync Zoho Contacts with Referral Factory \(and Generate Their Referral Links\)](https://help.referral-factory.com/en/articles/9782954-how-to-sync-zoho-contacts-with-referral-factory-and-generate-their-referral-links.md): Generate referral links and send them along with each referrer's stats back to Zoho for easy distribution from within your CRM. - [How To Send Direct Users \(The Person Referring\) to Zoho When They Sign Up For A Referral Link](https://help.referral-factory.com/en/articles/9785161-how-to-send-direct-users-the-person-referring-to-zoho-when-they-sign-up-for-a-referral-link.md): Create a lead or contact in Zoho when the person referring registers for a referral link. - [Troubleshooting Your Zoho Integration](https://help.referral-factory.com/en/articles/9786529-troubleshooting-your-zoho-integration.md): Having trouble integrating Referral Factory with your Zoho account? Try these troubleshooting tips. - [Monday And Referral Factory: An Overview](https://help.referral-factory.com/en/articles/9790783-monday-and-referral-factory-an-overview.md): Referral Factory is Monday's \#1 certified referral app! Grow your business through referrals without adding to your workload. - [How To Sync Monday Contacts with Referral Factory \(and Generate Their Referral Links\)](https://help.referral-factory.com/en/articles/9790808-how-to-sync-monday-contacts-with-referral-factory-and-generate-their-referral-links.md): Generate referral links and send them along with each referrer's stats back to Monday for easy distribution from within your CRM. - [How To Send Referred Users \(the Person Invited\) from Referral Factory to Monday And Automatically Qualify Referrals When They Convert](https://help.referral-factory.com/en/articles/9795087-how-to-send-referred-users-the-person-invited-from-referral-factory-to-monday-and-automatically-qualify-referrals-when-they-convert.md): Create new leads or contacts in Monday when a person is referred and qualify them when the referral is successful. - [How To Send Direct Users \(The Person Referring\) to Monday When They Sign Up For A Referral Link](https://help.referral-factory.com/en/articles/9795838-how-to-send-direct-users-the-person-referring-to-monday-when-they-sign-up-for-a-referral-link.md): Create a lead or contact in Monday when the person referring registers for a referral link. - [Troubleshooting Your Monday Integration](https://help.referral-factory.com/en/articles/9796800-troubleshooting-your-monday-integration.md): Having trouble integrating Referral Factory with your Monday account? Try these troubleshooting tips. - [ServiceTitan and Referral Factory: An Overview](https://help.referral-factory.com/en/articles/9827837-servicetitan-and-referral-factory-an-overview.md): Discover how ServiceTitan and Referral Factory combine to enhance your referral program. - [How to Connect Your ServiceTitan Integration With Referral Factory](https://help.referral-factory.com/en/articles/9829665-how-to-connect-your-servicetitan-integration-with-referral-factory.md): You'll need your Tenant ID and a few other details from your ServiceTitan account. Learn how to connect your account step-by-step below. - [How To Sync ServiceTitan Contacts with Referral Factory \(and Generate Their Referral Links\)](https://help.referral-factory.com/en/articles/9833821-how-to-sync-servicetitan-contacts-with-referral-factory-and-generate-their-referral-links.md): Sync your ServiceTitan contacts to generate unique referral links for each of them. - [How To Send Referred Users \(The Person Invited\) from Referral Factory to ServiceTitan](https://help.referral-factory.com/en/articles/9834255-how-to-send-referred-users-the-person-invited-from-referral-factory-to-servicetitan.md): Create a new booking in ServiceTitan when a person is referred and qualify them when the referral is successful. - [Troubleshooting Your ServiceTitan Integration](https://help.referral-factory.com/en/articles/9859252-troubleshooting-your-servicetitan-integration.md): Having trouble integrating Referral Factory with ServiceTitan? Try these troubleshooting tips. - [Stripe and Referral Factory: An Overview](https://help.referral-factory.com/en/articles/9799428-stripe-and-referral-factory-an-overview.md): Referral Factory is Stripe's \#1 certified referral app! Grow your business through referrals without adding to your workload. - [How To Automatically Qualify Referrals Using Stripe](https://help.referral-factory.com/en/articles/9799461-how-to-automatically-qualify-referrals-using-stripe.md): Create new customers in Stripe and track their spend to qualify referrals when they convert. - [How To Sync Stripe Customers with Referral Factory \(and Generate Their Referral Links\)](https://help.referral-factory.com/en/articles/9800104-how-to-sync-stripe-customers-with-referral-factory-and-generate-their-referral-links.md): Generate referral links for your customers and send them back into your Stripe account - [How To Send Direct Users \(The Person Referring\) to Stripe When They Sign Up For A Referral Link](https://help.referral-factory.com/en/articles/9800267-how-to-send-direct-users-the-person-referring-to-stripe-when-they-sign-up-for-a-referral-link.md): Create customers in Stripe when someone registers for a referral link. - [Troubleshooting Your Stripe Integration](https://help.referral-factory.com/en/articles/9859298-troubleshooting-your-stripe-integration.md): Having trouble integrating Referral Factory with your Stripe account? Try these troubleshooting tips. - [Troubleshooting Your Pipedrive Integration](https://help.referral-factory.com/en/articles/9816574-troubleshooting-your-pipedrive-integration.md): Having trouble integrating Referral Factory with your Pipedrive account? Try these troubleshooting tips. - [Pipedrive And Referral Factory: An Overview](https://help.referral-factory.com/en/articles/9807086-pipedrive-and-referral-factory-an-overview.md): Discover how Pipedrive and Referral Factory enhance your referral program: sync contacts, generate referral links, and import new leads. - [How To Sync Pipedrive Contacts with Referral Factory \(and Generate Their Referral Links\)](https://help.referral-factory.com/en/articles/9807520-how-to-sync-pipedrive-contacts-with-referral-factory-and-generate-their-referral-links.md): Sync Pipedrive contacts to generate unique referral links. Send links and metrics back to Pipedrive for easy referral program management. - [How To Send Referred Users \(the Person Invited\) from Referral Factory to Pipedrive And Automatically Qualify Referrals When They Convert](https://help.referral-factory.com/en/articles/9807639-how-to-send-referred-users-the-person-invited-from-referral-factory-to-pipedrive-and-automatically-qualify-referrals-when-they-convert.md): Create new contacts in Pipedrive when a person is referred and qualify them when the referral is successful. - [How To Send Direct Users \(The Person Referring\) to Pipedrive When They Sign Up For A Referral Link](https://help.referral-factory.com/en/articles/9816304-how-to-send-direct-users-the-person-referring-to-pipedrive-when-they-sign-up-for-a-referral-link.md): Create a contact in Pipedrive when the person referring registers for a referral link. - [Make and Referral Factory: An Overview](https://help.referral-factory.com/en/articles/10599464-make-and-referral-factory-an-overview.md): Using Make and Referral Factory, you can automate your entire referral program. - [How To Send Referred Users \(the Person Invited\) from Referral Factory to An App of Your Choice Using Make](https://help.referral-factory.com/en/articles/11099463-how-to-send-referred-users-the-person-invited-from-referral-factory-to-an-app-of-your-choice-using-make.md): Referral Factory can auto-create a new contact in your chosen app when someone signs up via a referral link, ensuring no lead is missed. - [How To Generate Referral Links For Your Contacts Using Make](https://help.referral-factory.com/en/articles/10682597-how-to-generate-referral-links-for-your-contacts-using-make.md): Sync contacts with Referral Factory via Make to auto-add them and generate referral links using the "Add New User" connection. - [How To Automatically Qualify Referrals Using Make](https://help.referral-factory.com/en/articles/11101255-how-to-automatically-qualify-referrals-using-make.md): Automate your referral program with Make and Referral Factory! Use workflows to auto-qualify referrals and trigger rewards for referrers. - [Zapier and Referral Factory: An Overview](https://help.referral-factory.com/en/articles/9828986-zapier-and-referral-factory-an-overview.md): Using Zapier and Referral Factory, you can automate your entire referral program. - [How To Automatically Qualify Referrals Using Zapier](https://help.referral-factory.com/en/articles/9875451-how-to-automatically-qualify-referrals-using-zapier.md): Automate your referral program with Zapier and Referral Factory! Use workflows to auto-qualify referrals and trigger rewards for referrers. - [How To Generate Referral Links For Your Contacts Using Zapier](https://help.referral-factory.com/en/articles/9875644-how-to-generate-referral-links-for-your-contacts-using-zapier.md): Sync contacts with Referral Factory via Zapier to auto-add them and generate referral links using the "Add New User" Zap. - [How To Send Referred Users \(the Person Invited\) from Referral Factory to An App of Your Choice Using Zapier](https://help.referral-factory.com/en/articles/9875791-how-to-send-referred-users-the-person-invited-from-referral-factory-to-an-app-of-your-choice-using-zapier.md): Referral Factory can auto-create a new contact in your chosen app when someone signs up via a referral link, ensuring no lead is missed. - [Webhooks And Referral Factory: A Full Guide](https://help.referral-factory.com/en/articles/9832128-webhooks-and-referral-factory-a-full-guide.md): Send and receive data to and from other applications, software, or databases using Referral Factory's webhook functionality. - [Outbound Webhook: How To Send Data From Referral Factory To External Apps](https://help.referral-factory.com/en/articles/9832628-outbound-webhook-how-to-send-data-from-referral-factory-to-external-apps.md): Learn how to create an outbound webhook to send user data out of Referral Factory into your custom CRM, application, or external software. - [Inbound Webhook: How To Qualify Your Referred Users](https://help.referral-factory.com/en/articles/9832684-inbound-webhook-how-to-qualify-your-referred-users.md): You can use an inbound webhook to allow you to easily qualify your referred users when they convert. - [How Do I Get My API Access Token?](https://help.referral-factory.com/en/articles/9917426-how-do-i-get-my-api-access-token.md): To use the API, you must be on the Basic plan or higher. After upgrading, access your API key for use. - [Use Our API To Build A Referral Program With Advanced Tracking](https://help.referral-factory.com/en/articles/9809094-use-our-api-to-build-a-referral-program-with-advanced-tracking.md): Referral Factory provides detailed a flexible RESTful API. - [How To Qualify Referrals Using A Javascript Snippet](https://help.referral-factory.com/en/articles/9875855-how-to-qualify-referrals-using-a-javascript-snippet.md): One of the ways you can automatically qualify referrals when they convert is by installing a Javascript snippet on your website. - [Referral Factory Offers You An Easy Way To Build A Referral Program For Your eStore](https://help.referral-factory.com/en/articles/9859563-referral-factory-offers-you-an-easy-way-to-build-a-referral-program-for-your-estore.md): Connect your referral program to your Shopify store using Referral Factory and Zapier. - [WooCommerce And Referral Factory Integration](https://help.referral-factory.com/en/articles/9912479-woocommerce-and-referral-factory-integration.md): Please note that our native woo-commerce integration has been discontinued. - [How To Generate Referral Links For Your Contacts Using n8n](https://help.referral-factory.com/en/articles/12672776-how-to-generate-referral-links-for-your-contacts-using-n8n.md): Sync contacts with Referral Factory via n8n to auto-add them and generate referral links using the "Add New User" action. - [How To Send Referred Users \(the Person Invited\) from Referral Factory to An App of Your Choice Using n8n](https://help.referral-factory.com/en/articles/12672793-how-to-send-referred-users-the-person-invited-from-referral-factory-to-an-app-of-your-choice-using-n8n.md): Referral Factory can auto-create a new contact in your chosen app when someone signs up via a referral link, ensuring no lead is missed. - [n8n And Referral Factory: An Overview](https://help.referral-factory.com/en/articles/11737564-n8n-and-referral-factory-an-overview.md): Our n8n integration makes it easy to connect Referral Factory with thousands of other apps, so you can automate your referral program from end to end. - [How To Automatically Qualify Referrals Using n8n](https://help.referral-factory.com/en/articles/12672831-how-to-automatically-qualify-referrals-using-n8n.md): Automate your referral program with n8n and Referral Factory! Use workflows to auto-qualify referrals when they convert and trigger rewards for referrers. ## Managing Users - [How To Upload Contacts and Automatically Generate Their Referral Links 🔗](https://help.referral-factory.com/en/articles/9778415-how-to-upload-contacts-and-automatically-generate-their-referral-links.md): Add users to your referral program by uploading your contact database. Automate assigning their unique referral links and getting started. - [What Is User Verification?](https://help.referral-factory.com/en/articles/9787608-what-is-user-verification.md): User Verification is a referral tracking feature in Referral Factory that ensures only legitimate users join your referral program. - [How to Qualify Converted or Successful Referrals](https://help.referral-factory.com/en/articles/9787566-how-to-qualify-converted-or-successful-referrals.md): Referral Factory lets you qualify successful referrals based on your program’s criteria, manually or via integrations, webhooks, or API. - [How to Give Your Contacts Their Unique Referral Links Without Requiring Sign Up](https://help.referral-factory.com/en/articles/9787639-how-to-give-your-contacts-their-unique-referral-links-without-requiring-sign-up.md): Learn how to add users to your referral program without needing them to sign up for links. - [How To Bulk Upload Referred Users \(Migrate Your Referral Data\)](https://help.referral-factory.com/en/articles/9787932-how-to-bulk-upload-referred-users-migrate-your-referral-data.md): Looking to migrate referral program data to Referral Factory? Bulk upload referred users via CSV. Ensure referrers are added first! - [How To Host Your Own User Data \(Only Available On The Enterprise Plan\)](https://help.referral-factory.com/en/articles/9787858-how-to-host-your-own-user-data-only-available-on-the-enterprise-plan.md): Referral Factory gives you full control of your data. Host and manage all your referral program data yourself. See how it works below. - [How To Convert The Person Invited to A Person Referring After They Qualify \(User Behavior\)](https://help.referral-factory.com/en/articles/9802344-how-to-convert-the-person-invited-to-a-person-referring-after-they-qualify-user-behavior.md): To create a "viral loop," adjust settings so a Person Invited automatically becomes a Person Referring after they qualify. - [Can I Unqualify a Referred User?](https://help.referral-factory.com/en/articles/9809079-can-i-unqualify-a-referred-user.md): If you mistakenly qualify a referred user, don't worry! You can unqualify them. - [How To Qualify Referred Users Manually \(One by One\)](https://help.referral-factory.com/en/articles/9827346-how-to-qualify-referred-users-manually-one-by-one.md): There is an easy way to manually qualify your referrals when they convert. - [How To Export Your Users](https://help.referral-factory.com/en/articles/9691734-how-to-export-your-users.md): Referral Factory. makes it really simple for you to download the users in your referral program at any time. - [How To Qualify Referred Users By Upload: A Simple Way To Mark Which Of Your Referrals Have Converted](https://help.referral-factory.com/en/articles/9827460-how-to-qualify-referred-users-by-upload-a-simple-way-to-mark-which-of-your-referrals-have-converted.md): Qualifying your referrals when they successfully convert is a key aspect of referral tracking. - [How Many Users Can You Have In Your Account?](https://help.referral-factory.com/en/articles/9876257-how-many-users-can-you-have-in-your-account.md): Our referral program software has different plans to suit your needs. In the article below we'll explain the user limits for each plan. - [What Is A Suspicious User?](https://help.referral-factory.com/en/articles/9876271-what-is-a-suspicious-user.md): Our referral management software offers this feature to reduce the risk of fraudulent activity in your referral program. - [How To Identify Who Referred Someone To Your Referral Program](https://help.referral-factory.com/en/articles/9876275-how-to-identify-who-referred-someone-to-your-referral-program.md): Once you get referrals, identify which customers are referring friends. This article shows you how to do that. - [What Are Audiences?](https://help.referral-factory.com/en/articles/9859585-what-are-audiences.md): Referral Factory's audience feature lets you create targeted user segments and tailor messages to keep them engaged and drive participation - [How To Format Your CSV File To Upload A List Of Customers](https://help.referral-factory.com/en/articles/9845572-how-to-format-your-csv-file-to-upload-a-list-of-customers.md): Having trouble uploading a CSV list of your customers to your referral program? Make sure you have formatted your list correctly. - [What Is A User?](https://help.referral-factory.com/en/articles/9912505-what-is-a-user.md): In this article, we’ll explain what counts as a user, the different types, and the sources of each user. - [How Do I See User Information From The Form Fields?](https://help.referral-factory.com/en/articles/9917297-how-do-i-see-user-information-from-the-form-fields.md): You can capture details from your referrers and the people they invite by adding extra fields to your referral program. - [Can A Person Be Referred Multiple Times?](https://help.referral-factory.com/en/articles/9876112-can-a-person-be-referred-multiple-times.md): A person can be invited multiple times. Our software allocates the referral to the referrer whose link was used first. ## Issuing Rewards - [Rewards With Referral Factory: An Overview](https://help.referral-factory.com/en/articles/9796293-rewards-with-referral-factory-an-overview.md): Automate rewards with Referral Factory! Track or issue cash, gift cards, coupons, swag & more—customize it all with your rules! - [Rewards with Referral Factory and Stripe](https://help.referral-factory.com/en/articles/9796340-rewards-with-referral-factory-and-stripe.md): Reward referrals with Stripe! 🎁 Issue credits or coupons to incentivize leads or reward customers for referrals automatically. - [Rewards with Referral Factory and Tremendous](https://help.referral-factory.com/en/articles/9796539-rewards-with-referral-factory-and-tremendous.md): With Referral Factory & Tremendous 🎁, issue 700+ rewards like cash, gift cards, and charity donations automatically! - [Rewards with Referral Factory and Zapier](https://help.referral-factory.com/en/articles/9796595-rewards-with-referral-factory-and-zapier.md): With Referral Factory and Zapier 🎁 you can automatically issue rewards via hundreds of rewards and loyalty apps! - [Rewards with Referral Factory and Webhooks](https://help.referral-factory.com/en/articles/9799666-rewards-with-referral-factory-and-webhooks.md): Reward referral participants with webhooks 🎁 Connect your program to custom software, apps, or platforms to automate rewards effortlessly! - [What are Milestone Rewards?](https://help.referral-factory.com/en/articles/9799751-what-are-milestone-rewards.md): Milestone rewards keep participants engaged by rewarding them for reaching goals based on a target number of referrals. - [What Are Recurring Rewards?](https://help.referral-factory.com/en/articles/9799795-what-are-recurring-rewards.md): Recurring rewards in referral programs are issued at set intervals \(weekly, monthly, etc.\), ideal for subscription businesses like SaaS. - [How To Add A Fixed Amount Reward](https://help.referral-factory.com/en/articles/9799819-how-to-add-a-fixed-amount-reward.md): Fixed amount rewards in referral programs offer set values, like $20 gift cards or €5 credits, for each referral, regardless of spending. - [How To Add A Commission-Based Reward](https://help.referral-factory.com/en/articles/9812980-how-to-add-a-commission-based-reward.md): Referral Factory automates commission-based rewards! Set the % and sale value, or connect your CRM/Stripe to track and pay automatically. - [How To Issue Coupons To Customers](https://help.referral-factory.com/en/articles/9813114-how-to-issue-coupons-to-customers.md): Reward participants with unique coupons to use on your platform or store! Upload coupons and issue via email, Zapier, Make, or Webhooks. - [How To Add A Custom Reward](https://help.referral-factory.com/en/articles/9813184-how-to-add-a-custom-reward.md): Create non-monetary rewards like points or swag with Referral Factory! Track, issue via webhook, or use Zapier to automate the process. - [How To Track Rewards](https://help.referral-factory.com/en/articles/9813233-how-to-track-rewards.md): Referral Factory keeps track of all rewards you set up, with all the relevant details. Here’s how to see due and issued rewards. - [How To Issue Rewards](https://help.referral-factory.com/en/articles/9813241-how-to-issue-rewards.md): When rewards become due, follow these simple steps to issue them. - [How To Enable/Disable Auto-Issue For Rewards](https://help.referral-factory.com/en/articles/9813252-how-to-enable-disable-auto-issue-for-rewards.md): Enable auto-issue to send rewards instantly when due, but we recommend checking all rewards before issuing to ensure accuracy. - [How To Export Reward Data](https://help.referral-factory.com/en/articles/9813283-how-to-export-reward-data.md): If you need a list of due or issued rewards, simply export them as a CSV file. Learn how. - [How To Deactivate Rewards](https://help.referral-factory.com/en/articles/9813295-how-to-deactivate-rewards.md): Deactivate a reward in a few steps. It stops future rewards but doesn't delete data from already issued ones. - [How To Cancel Rewards Due To Individual Users](https://help.referral-factory.com/en/articles/9813304-how-to-cancel-rewards-due-to-individual-users.md): Want to cancel a reward to a specific user? Follow these simple steps. - [How To Edit Rewards](https://help.referral-factory.com/en/articles/9813311-how-to-edit-rewards.md): After setup, rewards can't be edited, but you can create a new one, edit the reward name, or preview to review the rules. - [How To Edit Rewards Email Notifications](https://help.referral-factory.com/en/articles/9813321-how-to-edit-rewards-email-notifications.md): Want to change email notifications for rewards? Follow these easy steps. - [How To Enable/Disable Rewards Email Notifications](https://help.referral-factory.com/en/articles/9813329-how-to-enable-disable-rewards-email-notifications.md): Want to switch email notifications for rewards on or off? Follow these easy steps. - [What Is the "Issue Yourself" Method for Rewards?](https://help.referral-factory.com/en/articles/9813338-what-is-the-issue-yourself-method-for-rewards.md): Track who needs rewards and when. Issue them yourself, then mark as issued to keep your list up to date. - [How To Track Your Sale Value From Your CRM or Payment Processor \(For Commission-Based Rewards\)](https://help.referral-factory.com/en/articles/9813343-how-to-track-your-sale-value-from-your-crm-or-payment-processor-for-commission-based-rewards.md): Use your CRM or Stripe to track sales and issue commission-based rewards. Referral Factory will auto-calculate reward values for you! - [How To Style Your Coupons](https://help.referral-factory.com/en/articles/10183631-how-to-style-your-coupons.md): Referral Factory gives you the ability to upload your own custom coupons and style your coupons t match your brand. - [How to Add More Coupons to an Existing Coupon Reward](https://help.referral-factory.com/en/articles/10775327-how-to-add-more-coupons-to-an-existing-coupon-reward.md): Add more coupons to an existing coupon reward - [Issue Rewards Via Upload](https://help.referral-factory.com/en/articles/11165996-issue-rewards-via-upload.md): A simple way to mark which referrals have been rewarded by uploading a list of users. - [Rewards with Referral Factory and Make](https://help.referral-factory.com/en/articles/11163272-rewards-with-referral-factory-and-make.md): With Referral Factory and Make 🎁 you can automatically issue rewards via hundreds of rewards and loyalty apps! - [Rewards with Referral Factory and PayPal](https://help.referral-factory.com/en/articles/11660949-rewards-with-referral-factory-and-paypal.md): Reward referrals with PayPal payouts 🎁 Automatically issue direct cash payments to users for successful referrals - [How to Setup Custom Events and Issue Rewards](https://help.referral-factory.com/en/articles/11843384-how-to-setup-custom-events-and-issue-rewards.md) ## Launching Campaigns - [How To Test Your Referral Campaign Before You Launch](https://help.referral-factory.com/en/articles/9691799-how-to-test-your-referral-campaign-before-you-launch.md): You've built your referral campaign and you're excited to launch 🚀 Before you do, make sure you test your campaign thoroughly. - [How To Install A Referral Program Widget On Your Website or Web App](https://help.referral-factory.com/en/articles/9697324-how-to-install-a-referral-program-widget-on-your-website-or-web-app.md): How to install a referral program widget on your website or on a logged-in environment like a web app. - [How Can Referrers Share Their Referral Links](https://help.referral-factory.com/en/articles/9827530-how-can-referrers-share-their-referral-links.md): Our referral program software makes it easier for your referrers to spread the word about your business with their friends and family. - [What Is A Campaign Join Link?](https://help.referral-factory.com/en/articles/9827623-what-is-a-campaign-join-link.md): This help guide shows you how to get your referral program link that people can use to join your referral program. - [How To Install A Referral Program Pop-Up On Your Website or Web App](https://help.referral-factory.com/en/articles/9832768-how-to-install-a-referral-program-pop-up-on-your-website-or-web-app.md): With Referral Factory, getting website referrals is easy with a referral program pop-up. - [How To Email Your Contacts Their Unique Referral Links 📧 🔗](https://help.referral-factory.com/en/articles/9832966-how-to-email-your-contacts-their-unique-referral-links.md): With Referral Factory, you have the ability to send referral links straight to your contacts via email 📧 - [What Are Authorised Domains?](https://help.referral-factory.com/en/articles/9834748-what-are-authorised-domains.md): We offer features to safeguard your business from malicious activities, including the ability to restrict embedding to authorised domains. - [📹 Referral Program Pre-Launch Checklist: 10 Key Steps to Ensure A Successful Start](https://help.referral-factory.com/en/articles/9834777-referral-program-pre-launch-checklist-10-key-steps-to-ensure-a-successful-start.md): Ready to launch a successful referral program? Check out our video for a comprehensive Pre-Launch Checklist with 10 crucial steps. - [How To Avoid Fraud And Protect Your Campaigns](https://help.referral-factory.com/en/articles/9828967-how-to-avoid-fraud-and-protect-your-campaigns.md): Using referral software with advanced referral tracking features is a good start to preventing fraud in your referral program. - [How To Test Whether Your CRM Integration Is Working](https://help.referral-factory.com/en/articles/9834679-how-to-test-whether-your-crm-integration-is-working.md): Once you've set up your CRM integration, it's best practice to check that all is working in order. Here are some tips to test it. - [How To Remove Referral Factory Branding](https://help.referral-factory.com/en/articles/9876121-how-to-remove-referral-factory-branding.md): On the Pro plan, remove all Referral Factory branding from pages, emails, and widgets so competitors and users won’t know you’re using it. - [How To Generate Referral Links For Your CRM Contacts](https://help.referral-factory.com/en/articles/9860025-how-to-generate-referral-links-for-your-crm-contacts.md): Sync your CRM contacts with your referral program to auto-issue unique referral links and send them back to your CRM. - [How To Promote Your Referral Program To Get Referrals](https://help.referral-factory.com/en/articles/9859966-how-to-promote-your-referral-program-to-get-referrals.md): What's the key to getting more referrals? Promoting your referral program! Here are all the ways Referral Factory helps you do just that 👇 - [How To Embed Your Referral Program On Your Website](https://help.referral-factory.com/en/articles/9845581-how-to-embed-your-referral-program-on-your-website.md): Our embed code function enables you to embed referral program directly onto a website or a landing page that you have access to. - [How To Integrate Your Referral Program Into Your Website](https://help.referral-factory.com/en/articles/9854379-how-to-integrate-your-referral-program-into-your-website.md): This article will show you how to promote your referral program on your website and get more referrals. - [Promoting Your Campaign: A Full Guide](https://help.referral-factory.com/en/articles/9876164-promoting-your-campaign-a-full-guide.md): Once you’ve built and launched your referral program, the goal should be to get as many people referring as possible. - [7 Ways To Add Your Contacts To A Referral Program and Generate Their Referral Links 🔗](https://help.referral-factory.com/en/articles/9854740-7-ways-to-add-your-contacts-to-a-referral-program-and-generate-their-referral-links.md): Aim to get as many people as possible to become referrers. More people referring mean more referrals for your program. - [Can I Change the Position of the Referral Program Widget?](https://help.referral-factory.com/en/articles/9912029-can-i-change-the-position-of-the-referral-program-widget.md): TLDR 👏 To change the widget position on your website, make CSS edits to the ready-to-use script from Referral Factory. - [How To Gamify Your Referral Program Using A Referral Leaderboard](https://help.referral-factory.com/en/articles/9912224-how-to-gamify-your-referral-program-using-a-referral-leaderboard.md): This guide shows you how to get more referrals by adding a leaderboard to your program, encouraging customers to refer more. - [How Do You Want To Ask People To Refer? Tools To Promote Your Referral Program](https://help.referral-factory.com/en/articles/9921829-how-do-you-want-to-ask-people-to-refer-tools-to-promote-your-referral-program.md): Referral Factory helps you to get referrals by making it easy for you to ask your specific target audience to refer their friends. - [How to Use the Referral Factory API to Create a Logged-In Experience \(Web or App\)](https://help.referral-factory.com/en/articles/12952542-how-to-use-the-referral-factory-api-to-create-a-logged-in-experience-web-or-app.md): You can use our API to create a logged-in experience on your website or inside your app. ## Match AI - [How Does Match AI Work?](https://help.referral-factory.com/en/articles/11064599-how-does-match-ai-work.md) - [How To Find Affiliates, Influencers & Creators For Your Program 🚀](https://help.referral-factory.com/en/articles/11099529-how-to-find-affiliates-influencers-creators-for-your-program.md): Introducing Match AI by Referral Factory – the fastest way to connect with 100 000+ verified promoters, ready to promote your business. ## Reporting & Tracking - [Analytics in Referral Factory: A Full Guide](https://help.referral-factory.com/en/articles/9691824-analytics-in-referral-factory-a-full-guide.md): Referral Factory offers detailed referral analytics to track your referral program and monitor its performance. - [What Is A Tracking Link?](https://help.referral-factory.com/en/articles/9776480-what-is-a-tracking-link.md): Your referrers or affiliates can log in to track their performance, and see their referrals, conversion rates, rewards, and more. - [How To Create A Referral Analytics Dashboard Using Our API](https://help.referral-factory.com/en/articles/9789912-how-to-create-a-referral-analytics-dashboard-using-our-api.md): Use our API to create your own customized referral tracking dashboard - [How Can Users Track When They Get Referrals?](https://help.referral-factory.com/en/articles/9876252-how-can-users-track-when-they-get-referrals.md): When your users or people referring start to get referrals, there are two ways that they can see how many referrals they have made.