Rewarding with Referral Factory and Zapier

With Referral Factory and Zapier 🎁 you can automatically issue rewards to your customers and the friends they invite when you get referrals.

zapier

 

You can fire a zap every time a reward needs to be issued. This will trigger the app you connect to issue your rewards. Examples include Shopify, SwagUp, Rewards, Genius etc

 

In this guide, we will cover everything you need to issue rewards through Zapier👇

 

👉 Get Started with Referral Factory and Zapier

  • You Will Need
  • Connect Your Tremendous Account

👉 Add a Reward in Referral Factory

  • Create Rewards
  • Setup Reward
  • Define Rules
  • Activate Rewards
  • Track Rewards

👉 Setup Your Zap To Issue Rewards in Zapier

👉 Issue Rewards in Referral Factory

👉 Track Rewards

 👉 Edit Rewards

👉 Deactivate Rewards

👉 Delete Due Rewards to Individuals

👉 Export Rewards Data

 

👉 Get Started with Referral Factory and Zapier

You Will Need

  • An account with Zapier. 🔗 Sign up on Zapier here.
  • Any Referral Factory plan.
  • A draft or published referral campaign in Referral Factory.

 

👉 Add a Reward in Referral Factory

Create Reward

  • In the left-hand navigation bar of your Referral Factory dashboard, click Rewards.
  • Click ‘Add New Reward’.
    Setup a reward to Issue with Zapier
  • Name the reward. This is used for internal management purposes and won’t be shown to your users.
  • Choose who should be rewarded: the Person Referring or the Person Invited.

 

Tip: If you want to reward both in the same campaign, you can create multiple rewards as part of the same campaign.

  • Connect a campaign.

Please note: Rewards are linked to campaigns. If you have multiple campaigns and want to issue rewards in each of them, you will need to create multiple rewards. 

  • Click ‘Next’

Create a reward to Issue with Zapier

Setup Reward

  • Select Zapier.
  • Set the reward value.
  • Click ‘Next’

Select Zapier to issue rewards

Define Rules

  • Select whether a reward should be triggered when a referral is invited or when a referral is converted.
  • Set the target number of referrals invited, or referrals converted that trigger a reward.

Tip: Want to reward when the referral is invited AND when that referral converts? Set up multiple rewards within the same campaign. 

  • Set whether you would like to limit the number of rewards that can be issued to any single user. 

Please note: The limit is the number of rewards to be issued, not the value of the rewards. 

  • Click ‘Next’.

Define the rules for your Zapier reward

Activate Reward

Once you've finished your rewards setup, click the 'Activate' button to activate your reward.

Activate your Zapier reward

 

👉 Setup Your Zap To Issue Rewards In Zapier

To get started, login to your Zapier account and create a new zap

  • Select Referral Factory as the app and Issue Rewards as the event. Click ‘Continue’.
  •  Connect your Referral Factory account.

Rewards Issued trigger...

  • Choose the reward you want to use to trigger the zap - this will be the reward you created in Referral Factory using the steps above.
  • Click ‘Continue’.
  • Test your trigger to make sure everything works as it should. 

The next step is to set up the Action. This is what will happen when the zap is triggered. This action is what will issue the reward. For example.

  • If you are using SwagUp, you could send a shipment to one of your contacts.
  • If you use Shopify, then the action could be to create an order in Shopify that will be sent to the person who needs a reward. 
    Create an order in Shopify to issue a reward

👉 Issue Rewards In Referral Factory

  • In the left-hand navigation bar of your Referral Factory dashboard, click Rewards.
  • Select the ‘Rewards Due’ tab.
  • A list of due rewards will appear in the table below.
  • Select the Reward you want to issue.

Zapier rewards due in Referral Factory

  • Click on the Issue Rewards in the top right-hand corner.
  • The cart will show the type of reward, reward name, campaign name, number of rewards due, and the total value of the rewards. 
  • Click >>> Issue Via Zapier

Please note: Clicking ‘Authorize’ will automatically trigger the zap you created.

Authorize rewards via Zapier

Please note: You cannot add different types of rewards to the same cart.  

 

👉 Track Rewards 

  • In the left-hand navigation bar of your Referral Factory dashboard, click Rewards.
  • To see a list of all the rewards you have created, select ‘Rewards Dashboard’.
  • Select ‘Rewards Due’ to see whether any users are due to receive rewards.
  • Select ‘Rewards Issued’ to see the rewards that have already been issued.

Tracking rewards in Referral Factory

👉 Edit Rewards 

  • In the left-hand navigation bar of your Referral Factory dashboard, click Rewards.
  • In the ‘Rewards Dashboard’ section, click the blue icon in the ‘Actions’  column. 
  • Select ‘Edit Reward Name’.
  • Click ‘Next’ through the steps of the reward builder and ‘Save’.

Editing rewards in Referral Factory

Please note: It is not possible to edit the rules of rewards that have already been created. If you want to make any changes to a reward, create a new reward and deactivate the existing reward. 

 

👉 Deactivate Rewards

  • In the left-hand navigation bar of your Referral Factory account, click Rewards.

  • In the ‘Rewards Dashboard’, click the blue icon in the ‘Actions’  column. 

  • From the drop-down menu, select ‘Deactivate Reward’.

  • To delete the reward, click ‘Deactivate Reward’ to confirm this action.

Deactivating Rewards in Referral Factory

Please note: After deactivating a reward, you will not lose any associated past data. For example, if users are due rewards or have been issued rewards. You will NOT be able to reactivate the reward in the future.

 

👉 Delete Due Rewards to Individual Users

  • In the left-hand navigation bar of your Referral Factory dashboard, click Rewards.
  • Select the ‘Rewards Due’ tab.
  • Next to the relevant reward due, click the blue icon in the ‘Actions’  column. 
  • Click ‘Yes, Delete’ to confirm. 

Deleting Rewards for individuals in Referral Factory

👉 Export Reward Data

  • In the left-hand navigation bar of your Referral Factory dashboard, click Rewards.
  • Select the relevant tab: ‘Rewards Due’ or ‘Rewards Issued’.
  • Filter by Campaign Name, Date, or Status, or use the search bar.
  • Click ‘Export’.

Exporting rewards data from Referral Factory