Webhooks And Referral Factory: A Full Guide

You can use outbound webhooks to effortlessly send referred leads to other applications or databases, as well as trigger rewards. Additionally, you can send an inbound webhook to Referral Factory to qualify referred leads.

📌 Webhooks are available on the following plans:

Basic, Pro, and Enterprise

Click here for more information on Referral Factory's plans.

In this guide 👇

1. What You Can Do With Webhooks on Referral Factory

2. Outbound Webhook: Sending User Data from Referral Factory Out

3. Outbound Webhook: Triggering Rewards Via Webhook

4. Inbound Webhook: Qualifying Referred Users

1. What You Can Do With Webhooks on Referral Factory

Referral Factory can send and receive data to and from other applications, software, or databases. Here are some common use cases for webhooks on Referral Factory:

👉 When you get a new referred lead, we can send all their details, including the details of the person who referred them (outbound)

👉 When someone registers for their referral link, we can send all their details (outbound)

👉 When a referred lead converts, you can notify Referral Factory via webhook to automatically qualify them as a successful referral (inbound)

👉 When a referred user is marked as qualified on our system (manually, via CRM, Zapier API, etc.), we can send their details and or a notification (outbound)

👉 When either the person referring or the person invited are issued with a reward, we can send all their details or trigger a reward to be automatically applied via webhook (outbound)

2. Outbound Webhook: Sending User Data from Referral Factory Out

Referral Factory can send data to other applications via an outbound webhook. So, when you get a new user, we can pass that information into your custom CRM, contact database, or app.

The most popular use case for an outbound webhook on Referral Factory is to send the data of new referred leads. In other words, when someone signs up on their friend's referral link, we can send all the related data to an endpoint of your choice. However, we can also send the data of someone who registers for a referral link.

The following events can trigger an outbound webhook from Referral Factory:

👉 When a new user (Person Referring OR Person Invited) joins your campaign. In other words, when someone registers for a referral link on the Pages for the Person Referring or when someone fills in their details on the Pages for the Person Invited. While this is a rare case, you can also fire a webhook when a user is added via CRM sync, Zapier, or API.

👉 When a referred user (the person invited) becomes qualified.

To learn how to set up an outbound webhook, see the following article:

📖 Outbound Webhook: How To Send Data From Referral Factory To External Apps 📖

3. Outbound Webhook: Triggering Rewards Via Webhook

With Webhooks and Referral Factory, you have the flexibility to reward and incentivize in a way that suits your needs. Here are some of the options that you will need to consider when creating your reward:

3.1. Who Can You Reward?

You can reward:

👉 The Person Referring (the person doing the referring, who shares their referral link)

👉 The Person Invited (the person being referred, who signs up on the referral link they were sent)

👉 Both! Note that you will need to add multiple rewards, one for the Person Referring and another for the Person Invited.

Click here to learn more about different types of users.

3.2. What Events Can Trigger A Reward?

You can trigger a reward on:

👉 An invited referral (when the Person Invited fills in their details on their friend's referral link)

👉 A converted referral (when the Person Invited "qualifies")

👉 Both! Note that you will need to add multiple rewards, one for each of the triggers.

In addition to these triggers, you have the option to set up:

👉 A Standard Reward (These typically operate on an ongoing basis with no changes to the reward value as participants accumulate more and more referrals.)

👉 A Milestone Reward (These allow you to change the value of a reward based on a goal or target number of referrals at various milestones. One common use case of a milestone reward structure is enabling a tiered structure, offering larger incentives as participants rack up more referrals. Click here to learn more.)

To learn how to set up a reward webhook, see the following article:

📖 Rewarding with Referral Factory and Webhooks 📖

4. Inbound Webhook: Qualifying Referred Users

You can use an inbound webhook to allow you to easily qualify your referred users when they convert - simply by sending their unique code to your inbound webhook endpoint.

We created an inbound webhook so that you can easily qualify your referred users once they convert. You do this by sending their unique code to the endpoint given to you in your account. You can access this code by navigating to the Settings tab and selecting Webhooks and API.