How To Convert The Person Invited to A Person Referring After They Qualify (User Behavior)

If you want to create a "viral loop" with your referral program, you have the option to modify the user behavior settings in your campaign so that a Person Invited is automatically treated as a Person Referring after they qualify.

In referral marketing, a viral loop refers to a self-sustaining cycle where existing users refer new users, who then, in turn, become referrers themselves after converting or qualifying as a successful referral. This creates a continuous loop of referrals, ideally leading to exponential growth in user acquisition.

If you plan to ask your qualified referrals to refer their friends, Referral Factory can change the pages they see:


→ From the Campaigns tab, click on Edit Campaign.

→ Navigate to the campaign Settings and open the section called User Behaviour.

→ Check the first box to treat all future referred users as the Person Referring after they qualify. 

→ Check the second box to treat all existing referred users as the Person Referring if they have already qualified. 


❗️ Users will NOT be notified or sent their referral link. You have two options:


1. Use the once-off email function to manually notify your new referrers. You can send this email to your newly referring users by creating an audience with the following filters: 

  • Source of user = referred
  • Type of user = referring

This will show all users who joined as a Person Invited (i.e., they were referred) but their user type has been updated to a Person Referring.


2. You can automatically notify your new referrers by switching on the email notification "For the person invited (when they qualify, often becoming a customer, for example having a status change in your CRM)". You can include their unique referral link in this email by toggling it on in the Share panel on the right hand side of the builder.