How To Add Users To Your Referral Program Using Zapier and Generate Their Referral Links

With the "Add New User" zap on Zapier, you can easily add your contacts from another app or software to your referral program. This zap not only creates a referral link for each contact but also allows you to send the link back.


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.


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. 

Screenshot showing that you can create Zap for your referral program software.Example One:

Watch this video to learn how you can add users from the MailChimp account to your referral program 👇

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 👇

  • 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. 
Screenshot showing that you can Make A 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. 

Screenshot showing that you can use two separate Zaps Zap.

Screenshot showing that you can use two separate Zaps Zap.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.

Screenshot showing that you can generate links for your referral program software users.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 referralprogram. 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 = 🚀