Video Walkthrough | How To Add Users To Your Referral Campaign Using Zapier

This Zap performs the simple function of adding users to the referral campaign you created inside your Referral Factory account, it also returns a response with the referral link of the user you just added.

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That means you now have that user's referral link to include in all your future communication with the customer. Once you've generated the referral link you'll need to find a way to get it to the user so they can start referring. 

Example One:

Watch this video to learn how you can add users from the MailChimp account to your referral campaign πŸ‘‡

How to return a response with the referral link of the user you just added:

There are two ways you can call back the users referral link πŸ‘‡

  • Make A Multistep Zap - where you add a user, get a response with the link, then take the link and put it back to your CRM, marketing tools, or anywhere else - in this case Mailchimp. You need a paid Zapier account to create a multistep zap. 
multistep zap
  • Use Two Separate Zaps - If you don't have a paid account, you can just use two separate zaps. One zap is the "add user" zap and two is the "new user zap" which lets you send added users' information back from your campaign to Mailchimp. 


Example Two: 

Let's assume you have your customer contacts stored on your invoicing software Xero. You could use the 'Add User' Zap to automatically generate referral links for all your new customers.


That means every time you get a new customer in Xero, you would automate sending their Name and Email to Referral Factory to add them to your referral campaign. You'd then get a response back with that user's referral link, which you can store as a field in Xero.

That means when you send invoices to your customers in the future, you can include a referral link for each customer on their invoice - promoting them to refer!  

Referral Factory + Zapier = πŸš€