Welcome to Referral Rock! We're excited to help get your referral program set up as quickly as possible.

This article outlines the image and text deliverables that you will need for the design of your referral program. All of the pages referenced in this article are inside of the Program Editor: The setup module where you will create and edit your referral program.

Checklist

Below, is a checklist of all program design elements needed. Click into each item to learn more.

Share Widget

  • Image for the Social Media easy share buttons

    • Recommended size: 1.91 to 1 aspect ratio

  • Copy for the Social Media easy share buttons

    • Max 500 characters

  • Copy for the Mobile Message easy share buttons

    • Max 280 characters

  • Copy for the Email share (which includes the Email Form- if using)

    • Plain text only

Referral Destination

  • Full design of the Hosted landing page (optional if using)

Member Portal

A full list of customization options are listed in the Member Portal section of this article. Listed below, are the areas of the portal that must be updated for every program.

  • Logo image for Member Portal header

    • Recommended size: 400 x 70 pixels

  • Mobile logo image for Member Portal

    • Recommended size: 200 x 70 pixels

  • Favicon image for referral program browser tabs

  • Registration page image for Member Portal

    • Recommended size: 545 x 360 pixels, or a 16:9 ratio

  • Registration page copy

  • Dashboard page image for Member Portal

    • Recommended size: 545 x 360 pixels, or a 16:9 ratio

  • Dashboard page copy

Emails

  • Copy/images for the Automated Program Emails

    • This will depend on which automated emails you have turned ON for your program

Share Experience

On the Share page in the Program Editor you will create the default messaging that members will use for social media, text and email sharing from their member dashboard.

Read more about the Sharing experience here.

Social Media & Mobile Messages

When members click on Facebook, Twitter, LinkedIn or Pinterest from their member dashboard, this is the default message that will display for them to share.

Select the 'Edit' button next to Social & Mobile Messages to edit the text and image for these messages.

For image sizes, 1200 x 630 pixels works best. Since text space is limited for this message, it's best practice to let the social media image do most of the selling.

When on mobile, members are able to share via text message and WhatsApp. We recommend a short, punchy sentence or two that members will feel comfortable sending to their friends. Remember to keep it casual and conversational.

Email Message

From the member dashboard, members are able to share via the email platform of their choice. Make email sharing easy by creating a casual, personalized default email for them to use. If you are using the Email Form share block, this is also where you will insert the text for that default email.

Because third party email systems don't allow for pre-formatted emails, you cannot format this email, however you can use merge tags to personalize the email for the member.

Select the 'Edit' button next to Email Message to edit the copy for the easy share email buttons and the email form.


Referral Destination

Referral Rock allows you to build out a fully customized webpage to host your program's referral landing page or form. If you are planning to build out your referral page via the Referral Rock web page, please visit our Referral Page Web Builder article which details how to use our page builder.


Member Portal

The Member Portal is where your members (the people that are referring your business to new customers or users) will be able to register, share and get updates for your referral program.

Navigate this Section:

  1. General Settings

  2. Registration Page

  3. Member Dashboard

General Settings

There are some settings that carry throughout the entire member portal experience. You may edit all of these settings by going to the Portal Settings > Branding section of the Member Portal editor.

The labeled image below details the different sections of the program editor that are available for customization.

A: Portal Title and Favicon

When viewed on an internet browser, you may change the default tab title for your referral program as well as the default favicon image.

B: Header Logo/Icon (Default and Mobile):

By default, Referral Rock will aim to automatically populate this image with the icon associated with the website indicated when creating your account.

If you would like to change this image, we recommend using an image that is 400 x 70 pixels

You may also choose to use a different header for mobile devices. For mobile we recommend an image that is 200 x 70 pixels. If you choose not to use a mobile header, we will use the default header when viewed on a mobile device.

C: Custom Portal Navigational Items

By default, we will include a link out to your website (as indicated during account setup) on the member portal.

You can edit this URL and add up to four (4) additional navigational links to the top of the member portal.

D: Portal Accent Color

The accent color is used on the menu bar, buttons and icons throughout the member portal. By default this color is set to #9c9c9c, but we recommend choosing a color that is in alignment with your brand!

Registration Page

The registration page is the default way that members can sign up for your referral program. Members can register by either filling out their name and email, or through their Facebook or Google account using Single-Sign-On (SSO).

For the registration page, you will need:

A: Registration Image:

The registration image should be used to inform and incentivize new members to register for your program.

We recommend an image that is 545 x 360 pixels, or a 16:9 ratio.

B: Descriptive Title & Text (Optional):

If you would like to use more than just an image to inform new members about your program, we recommend a few short sentences that describe your referral program and/or incentives to members for making referrals.

C: Register Block Language

You may change any of the default text (with the exception of the Facebook/Google buttons) under the Portal Settings > Language section of the member portal editor.

Member Dashboard

The member dashboard is the main page of the member portal. It is where members are directed once they have registered/logged in. From this page, members can learn about your program, share to their networks and keep up to date on their referrals and rewards.

For the member dashboard you will need:

A: Dashboard Image

Similar to the registration image (above), the dashboard image should inform members about the referral program and incentivize them to share.

We recommend an image that is 545 x 360 pixels, or a 16:9 ratio.

B: Descriptive Title & Text (Optional):

If you would like to use more than just an image to inform members about your program, we recommend a few short sentences that describe your referral program and/or incentives to members for making referrals.

C: Share Block Language

You may change the default text displayed in the share block under the Share page on the member portal editor.

D: Menu Bar labels

If you would like to change the labels of the menu tabs (My Dashboard, My Referrals, My Rewards, My Account), you may do so under the Portal Settings > Language > General section of the member portal editor.

E: Dashboard Statistic Labels

To change the text in the dashboard statistic section, go to Portal Settings > Language > Dashboard in the member portal editor


Emails

Each program comes with a set of event-based emails which are automatically sent as members and/or referrals reach certain milestones. These emails can be turned on/off based on your personal preferences, with the exception of the Password Reset email.

Decide which emails you want ON for your program, and then edit each email using our email editor. Reference our Email Template Reference Guide for building email templates.

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