The program editor is used to set up, preview, and update your referral program.

Click here to jump inside of the program editor.

General Navigation

Once inside of the program editor you will see a menu bar at the top of your screen

  1. Click the edit icon to name your Program. This name is largely used for internal uses but Referral Rock does offer the program name as a merge tag if you would like to use it in messaging or emails

  2. Navigation to the other sections of the program editor, Share, Rewards, Portal, Emails, Promote, by selecting the name at the top of the editor. See below for an overview of each section.

  3. The right hand side of the top bar of the Program Editor displays if the program is Active or Inactive and displays a Help and Exit button.

Share

Sharing Experience

Customize your Member Sharing Experience by configuring your Share Widget, Social & Mobile Messages, and Email Message. Click here to learn more about customizing the share widget.

Referral Destination

Determine your desired Referral Destination, which can either be a redirect to an external website or a Referral Rock hosted landing page.

For assistance with building out a Referral Rock hosted landing page, visit our Landing Page Builder help article

Rewards

Add and configure Member and/or Referral Rewards.

For assistance with creating and editing your reward rules, visit our Reward Rules help article

Portal

The Portal configuration bar allows you to view each page of your program's portal and preview the Member's experience on desktop and mobile devices, as well as through the direct website view and a view to show what it would look like embedded on an external website.

  1. Edit and Preview each page of the Member Portal.

  2. Configure your Portal Settings such as Branding related settings and Language strings.

  3. Displays your current preview settings. You may switch between Desktop and Mobile previews as well as Website or Embedded versions.

Emails

Customize and enable/disable automated emails that will be sent out to your Members and Referrals related to this program.

To learn more about the different emails as well as how to build and customize using our email builder, visit our Emails & Notifications help article

Promote

The Promote section displays many options to promote and integrate your program. Here you can easily Activate / Deactivate your program, get instructions for installing any tracking scripts, embed your program on your own website or app, automatically invite your referrals to join as members, and set up CRM integrations.

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