Referral programs capture a wealth of data about your members, referrals, and rewards that can then be used to make your program better.
Referral Program Data
There are 3 types of referral program data that we capture.
Demographic Data tells you the characteristics of your audience:
Contact information (i.e. name, email, phone)
Custom fields (unique to your business)
Physical address
Engagement Data lets you understand the full member experience:
Member Activity (portal logins, page views, session duration, UTM source)
Participation (shares made, referrals created, rewards earned)
Enrichment (IP address, device/browser data, timestamps)
Conversion Data shows you the complete referral journey:
Referral Activity (page views, traffic sources, conversion paths)
Attribution (referring member, UTM parameters)
Performance (conversion rates, time to convert, drop-off points)
Using Referral Data
The goal isn't to collect data. It's to use data to generate insights that improve your member experience, increase referral conversion, and help you optimize your referral program.
Here are a few ways to use referral program data:
Conversion: Track conversion rates, identify where referrals drop off, see what pages get visited, and how to streamline the referral journey
Engagement: see which promotion channels/sources bring in the most members, see your most active members (who is sharing and visiting the member portal), etc.
Segmentation: Group members by engagement or demographics to personalize communication and identify who needs encouragement
Lead Routing: Leverage geographic data or product/service offerings to route referred leads to the correct person
