Rewarding with Referral Factory and Webhooks

Automatically reward your referral program participants using webhooks 🎁 This opens up a world of possibilities for connecting your referral program with your own software, custom applications, or other platforms to issue rewards.

In this guide 👇

1. What You Can Do With Webhook Rewards

1.1. Who Can You Reward?

1.2. What Events Can Trigger A Reward?

2. How To Add a Webhook Reward in Referral Factory

2.1. How To Add a Standard Webhook Reward

2.2. How To Add a Milestone Webhook Reward

 

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1. What You Can Do With Webhook Rewards

With Webhooks and Referral Factory, you have the flexibility to reward and incentivize in a way that suits your needs. Before we dive into the step-by-step guide, here are some of the options that you will need to consider when creating your reward:

1.1. Who Can You Reward?

You can reward:

👉 The Person Referring (the person doing the referring, who shares their referral link) 

👉 The Person Invited (the person being referred, who signs up on the referral link they were sent)

👉 Both! Note that you will need to add multiple rewards, one for the Person Referring and another for the Person Invited. 

Click here to learn more about different types of users. 

1.2. What Events Can Trigger A Reward?

You can trigger a reward on:

👉 An invited referral (when the Person Invited fills in their details on their friend's referral link)

👉 A converted referral (when the Person Invited "qualifies") 

👉 Both! Note that you will need to add multiple rewards, one for each of the triggers.

In addition to these triggers, you have the option to set up:

👉 A Standard Reward (These typically operate on an ongoing basis with no changes to the reward value as participants accumulate more and more referrals.) 

👉  A Milestone Reward (These allow you to change the value of a reward based on a goal or target number of referrals at various milestones.  One common use case of a milestone reward structure is enabling a tiered structure, offering larger incentives as participants rack up more referrals. Click here to learn more.)

 

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2. How To Add a Webhook Reward in Referral Factory 

 

2.1. How To Add a Standard Webhook Reward

 

→ To add a standard Webhook reward, go to the Rewards tab from the left-hand side of your Referral Factory dashboard.

→ Click Add New Reward.

→ Give your reward a name.

→ Select who you want to reward: the Person Referring or the Person Invited. 

→ Use the drop-down select field to connect your campaign. 

→ Click Next.

 

→ In the Choose Reward step, select Webhooks.

→ Click Next.

 

→ Enter the endpoint URL that should receive the webhook. 

→ Configure your outbound webhook method.

→ If you would like, add your Headers and Hidden Fields. 

→ Click Next.

 

→ Under the dropdown for "Choose type of reward to issue", select Standard.

→ Select whether a reward should be triggered when a referral is invited (i.e. when someone submits their information on a referral link landing page) or when a referral is converted (i.e. once the referral is qualified). 

→ Set the target number of referrals invited, or referrals converted that trigger a reward.

→ If your reward has a value (as cash or points, for example) enter a reward value. If your reward has no value, enter 0. 

→ If you would like to limit the number of rewards that a single user can get, select Yes. Please note that the limit is the number of rewards to be issued, not the value of the rewards. 

→ Click Next. 

→ In the final step, you have the option to enable auto-issue. This means you will not have to authorize these rewards to be issued to users, they will be issued automatically. This method is NOT recommended, as we advise our customers to check all rewards before issuing them. You can also toggle this setting on or off from the Rewards tab. 

→ Click Activate.

 

 

2.2. How To Add a Milestone Webhook Reward

 

→ To add a milestone Stripe reward, go to the Rewards tab from the left-hand side of your Referral Factory dashboard.

→ Click Add New Reward.

 

→ Give your reward a name.

→ Select who you want to reward: the Person Referring or the Person Invited. 

→ Use the drop-down select field to connect your campaign. 

→ Click Next.

→ In the Choose Reward step, select Webhooks.

→ Click Next.

→ Enter the endpoint URL that should receive the webhook. 

→ Configure your outbound webhook method.

→ If you would like, add your Headers and Hidden Fields. 

→ Click Next.

 

→ Under the dropdown for "Choose type of reward to issue", select Milestone.

→ Select whether your milestone rewards should be triggered when a referral is invited (i.e. when someone submits their information on a referral link landing page) or when a referral is converted (i.e., once the referral is qualified). 

→ Next, define the rules for your first milestone.

→ Select the target number of invited or converted referrals that will trigger the first milestone.

→ If your reward has a value (as cash or points, for example) enter a reward value. If your reward has no value, enter 0. 

→ Once you have defined the rules for Milestone 1, select + add milestone to start on Milestone 2. 
→ Repeat the previous steps for each additional milestone.
→ Once you have added all your milestones, click Next.

→ In the final step, you have the option to enable auto-issue. This means you will not have to authorize these rewards to be issued to users, they will be issued automatically. This method is NOT recommended, as we advise our customers to check all rewards before issuing them. You can also toggle this setting on or off from the Rewards tab. 

→ Click Activate.

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Want to learn more about tracking, editing, and issuing rewards? Consult our full guide on rewarding with Referral Factory.