Using Referral Factory Templates

Get access to over 100+ pre-built referral program templates.

To make it even easier for you to launch a successful referral program, our referral marketing experts around the globe have pre-built referral program templates that you can use to get up and running sooner.

All you need to do is find a template you like, copy it, edit the text and branding, and go live. 

You can find templates from your account or on our website. 

1. From your Referral Factory account


2. From the Referral Factory WebsiteResources → Templates


These templates cater to all types of businesses - everything from solar to education, healthcare, fitness, coaching, and much more. 

Referral Factory templates also integrate seamlessly with HubSpot, Pipedrive, Intercom, Salesforce, Zoho, and Zapier.

Here are the top 6 referral program templates 👇


1. Uber Template 

Uber’s referral program is one of the most well-known programs in the world. Copy this template.

Build a referral program like Uber


2. PayPal Template 

Copy the referral program used by PayPal to achieve 7 - 10% daily growth.

Build a referral program like PayPal


3. B2B Template 

This template is a referral program that rewards businesses for referring other businesses in their network.

Build a B2B referral program

4. Double-Sided (Service Business) Template 

A simple give and get - if your customers refer a friend and they convert, they both get a reward.

Build a double-sided referral program 

5. Education & E-Learning Template

A popular give-and-get referral program for eLearning - where both parties get 20% off for the referral. 

Build an e-learning referral program 

6. Tax & Accounting Template

A simple finance template where companies can reward their customers for referring anyone to use their accounting services. 

Build a tax or accounting referral program 

Want to browse through all Referral Factory templates? Then visit our template library.