With Referral Factory and Zapier π you can automatically issue rewards via hundreds of rewards and loyalty apps!
Looking for referral software that takes care of your referral rewards automatically?
Get your referral program up and running, and reward your participants in no time with Referral Factory.
If you already have a Referral Factory account, then keep reading to learn how to use Zapier to issue rewards π
In this guide π
1. What You Can Do With Referral Factory Rewards and Zapier
2. How To Add A Zapier Reward in Referral Factory
3. How To Set Up Your Zap To Issue Rewards in Zapier
4. How To Issue Zapier Rewards
π‘ Would you prefer to learn more about Referral Factory rewards in general? You'll find a full breakdown here: π Rewarding with Referral Factory: A Full Guide π
1. What You Can Do With Referral Factory Rewards and Zapier
Referral Factory's flexible rewards module means you can automate rewarding your referral program participants based on rules you set. And since Referral Factory can trigger rewards as a zap, you can issue your rewards automatically through any app or software that has an action zap. Here are just a few examples of what you can do with rewards using Referral Factory and Zapier:
π Send a gift card with BHN Rewards
π Send a gift card with Tango
π Send custom swag with SwagUp
π Send a handwritten card with Handwrytten
Read this blog article to learn more about best practices creative ways to reward your referrers:
π’ Top Referral Program Incentives (Backed by Data from Real Referral Programs)
2. How To Add A Zapier Reward in Referral Factory
You Will Need
- A Zapier account π Sign up on Zapier here.
- Any Referral Factory plan.
- A draft or published referral campaign in Referral Factory.
β Click Add New Reward.
β Name the reward. This is used for internal management purposes and wonβt be shown to your users.
π‘ If you want to reward both in the same campaign, you should create multiple rewards as part of the same campaign.
βοΈ 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.
π‘ Want to reward when the referral is invited AND when that referral converts? Set up multiple rewards within the same campaign.
π The limit is the number of rewards to be issued, not the value of the rewards.
π‘ Want to reward when the referral is invited AND when that referral converts? Set up multiple rewards within the same campaign.
π The limit is the number of rewards to be issued, not the value of the rewards.
π‘ Want to reward when the referral is invited AND when that referral converts? Set up multiple rewards within the same campaign.
π‘ Want to reward when the referral is invited AND when that referral converts? Set up multiple rewards within the same campaign.
π‘ Want to reward when the referral is invited AND when that referral converts? Set up multiple rewards within the same campaign.
β Success!
β You are now ready to set up your Reward Zap in Zapier.
3. How To Set Up Your Zap To Issue Rewards in Zapier
β Log into your Zapier account and create a new Zap.
β 1. Click Trigger.
β Search for and select Referral Factory.
β Select Rewards Issued as the event.
β Click βContinueβ.
β Connect your Referral Factory account.
β For the trigger, use the dropdown to select the reward you created in Referral Factory.
β Click Continue.
β Test your trigger to make sure everything works as it should.
β The next step is to set up the Action using the app that you will be connecting to via Zapier. This is what will happen when the zap is triggered. Search for your desired app and follow the prompts to complete your setup. For assistance with the Action, please consult the support team of the relevant app.
β Click Continue.
β Test your trigger to make sure everything works as it should.
4. How To Issue Zapier Rewards
β In the left-hand navigation bar of your Referral Factory dashboard, click the Rewards tab.β Select βRewards Dueβ.
β A list of due rewards will appear in the table below.
β Select the reward you want to issue.
β Click on the issue rewards in the top right-hand corner.
β The cart will show the type of reward, reward name, campaign name, number of rewards due, and the total value of the rewards.
βοΈClicking βAuthorizeβ will automatically send the rewards, this may have financial implications so please issue rewards carefully.
π You cannot add different types of rewards to the same cart. If you want to issue Zapier rewards and βIssue Your Ownβ rewards, you must add these to separate carts.
π If you would like to issue rewards automatically instead of having to manually add them to your cart each time, toggle on auto-issue.