📌 Want to know what else you can do with Referral Factory and Zapier? Read the overview.
📌 Did you know that you can use a Zap template? See all of Referral Factory's Zap templates here.
Step 1 (Optional): Create Custom Fields in The App Where You Want To Send Referred Users
→ Should you wish to store additional referral data related to your referred user, create the relevant fields/columns/properties inside your pairing app. You could, for example, create fields/columns/properties to house information like:
{Referrer First Name}: The name of the person who referred them
{Referrer Email Address}: The email address of 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 enrol referred leads into your referral program)
Step 2: Create a New Zap
→ Log in to Zapier
→ Click on the “Create Zap” button on your dashboard.
Step 3: Set Up Your Trigger (Referral Factory - New User)
→ Select Referral Factory as the trigger app and “New User” as the trigger event. This trigger fires when a new user is referred to your campaign.
→ Follow the prompts to connect your Referral Factory account.
→ Select your referral campaign.
→ For the question “which users should we send?”, select “Referred”.
→ Test your trigger to populate sample data. Be sure to select sample data of a user with the “New User Source” as “Referred”.
Step 4: Set Up Your Action (In The App Where You Want to Send Your Referred Users)
→ Select the action app. This could be a CRM like ClickUp, a spreadsheet like Google Sheets, or an email service like Mailchimp.
→ Select the action event, such as "Create New Lead," "Create New Subscriber", “Add New Spreadsheet Row” or another event that represents a new contact being added.
💡To see what actions are available for your app, visit their Zapier page and scroll down to the section titled ”Supported triggers and actions”.
→ Follow the prompts to connect your account.
→ Map the information from Referral Factory to your action app. Typically, you would map the user’s First Name and Email but you may also choose to send additional information such as the details of the person who referred them.
→ Test the action and check inside the app to see that the referred user has been created as per your settings.
→ Once testing is successful, turn on your Zap to start automating the process. Zapier will then automatically send referred users from Referral Factory to your selected app.