📌 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: Create a New Zap
→ Log in to Zapier.
→ Click on the “Create Zap” button on your dashboard.
Step 2: Set Up Your Trigger (The App Where You Store Your Contacts)
→ Choose the app where your contacts are stored. This could be a CRM like ClickUp, a spreadsheet like Google Sheets, or an email service like Mailchimp.
💡 To see what triggers are available for your app, visit their Zapier page and scroll down to the section titled ”Supported triggers and actions”.
→ Select the trigger event, such as "New Contact," "New Spreadsheet Row," or another event that represents a new contact being added.
→ Follow the prompts to connect your account and configure the trigger. For example, if using Google Sheets, select the specific spreadsheet and worksheet.
→ Test your trigger. Follow the instructions to fetch a sample contact from your trigger app.
Step 3: Set Up Your Action (Referral Factory)
→ Search for and select "Referral Factory" as the action app.
→ Choose the "Add New User" action. This will trigger the creation of a new user in Referral Factory and generate a unique referral link for them.
→ Follow the prompts to connect your Referral Factory account.
→ Select your referral campaign.
→ Map the information from your trigger app to the required fields in Referral Factory. Typically you would map the fields First Name and Email.
→ Select if Referral Factory should trigger an email notification (for the person referring when they join your campaign) to the user when they are added to your referral program.
→ Test the action to create a new user in Referral Factory and generate a referral link.
→ Check your Referral Factory account to verify the new user has been created.
Step 4: Activate the Zap
→ Once testing is successful, turn on your Zap to start automating the process. Zapier will handle creating new users and generating referral links whenever the trigger event occurs.
Step 5 (Optional): Send Referral Links Back Into Your Trigger App (Where You Store Your Contacts)
→ Should you wish to store your contacts’ referral links inside your CRM or email service for easy distribution, first, create a field, column or property in your app to store the referral link data.
→ Add an additional step to your existing Zap (on paid Zapier plans) or create a new Zap (on free Zapier plans).
→ Select Referral Factory as the trigger app and “New User” as the trigger event.
→ Follow the prompts to connect your Referral Factory account.
→ Select your referral campaign.
→ For the question “which users should we send?”, select Zapier.
→ Test your trigger to populate sample data. It’s normal to receive Monica and John as the sample participants.
→ Map the information from Referral Factory to your action app. Typically, you would map the user’s email address and their referral link.
→ Test the action and check inside the app where you store your contacts to see that the information has been sent correctly.
→ Once testing is successful, turn on your Zap to start automating the process. Zapier will update your contacts with the unique referral links generated for them in Referral Factory.