A program is everything related to a single referral channel. Examples include customer programs, affiliate programs, employee programs, etc.
Use the program editor to design and edit each referral program including all associated pages, share messages, rewards, emails, etc.
Add Program
To create a new referral program:
Select programs from the main navigation
Select the "Add Program" button located at the top right corner
Answer the program questions (these will determine your default settings and can be changed at any time)
Once created, click on the Open Program Editor button to customize your program
Navigation
Use the top menu bar to navigate around the tabs.
Share
Configure how members share, what they say, and where new referrals go once they click on the shared message.
Sharing Experience
Customize how and what members share. Navigate to the share tab:
Pick your Share Widget (this determines where your members can share)
Edit your Social & Mobile Messages (this is the pre-drafted social and text message)
Edit your Email Message (this is the pre-drafted email)
Sharing best practices:
Keep the messaging friendly and informal (remember it's from a friend)
Highlight the benefits and why the referral should care (it's likely their first time hearing of you)
Mention any referral rewards to make the referral (and member) feel special
Use active language with a clear call to action
Learn more about customizing the sharing experience.
Referral Destination
Setup and design where new referrals go once they click on the shared link or message from the member. This is often their first time learning about the business, so you want to design an appropriate experience.
Navigate to the share tab, scroll to "Referral Destination," and select between:
Hosted Landing Page: build a page using the Referral Rock page builder (click "Edit Landing Page" to update)
Your Website: redirect referrals to a page on your website (requires integration) + option to display a Referral Banner
Referral page best practices (applies to both options):
Strong, above the fold, headline that clearly states the benefits and shows why the referral should care about your business and offer
Simple call to action that is easy for the referral to complete on their first visit
Call to action is above the fold and uses active language
Quality image that supports your messaging and highlights the benefits of your offer
Learn more about setting the referral destination.
To capture referrals on your website:
Install your unique SDK script (see Referral.js SDK instructions)
Setup conversion tracking (request assistance below if you need help)
Request Assistance (select Conversion Tracking) after you've installed the Referral.js SDK and someone from our integrations team will follow up to set up conversation tracking with you.
Rewards
Configure the reward logic for when, how, and what members and referrals will earn as part of your program.
Navigate to the rewards tab, add a rule, and then go through the steps:
Type of reward or payout
When the reward is triggered
When the reward is delivered
Reward best practices:
Offer something relevant and exciting to your audience
Trigger reward based on the ultimate behavior you're trying to drive
Rewards should be easy to understand at a glance
Dual-sided rewards (where possible) perform best
Learn more about creating your reward rules or common reward structures.
Portal
This Member Portal is the central hub for your members to access and share your program. This is their personal space to share unique links and see everything related to the program.
Navigate to the portal tab of the Program Editor to:
Change the page content and text
Configure branding and design
You can update any of the Member Portal pages but the main ones are:
Member Portal best practices:
Explain (in simple terms) how the program works and the benefits of sharing
Mention any rewards (both for the member and the referral)
Include a relevant image that reflects your brand and the program
Emails
Program event emails are sent to members of your program when certain conditions are met. Navigate to the email tab to configure your program emails.
There are many types of program emails but at a minimum, we recommend enabling the following:
Welcome - sent once a new member joins
Welcome Reminder - sent X days (set by you) after a member was added
Monthly Summary - sent at the beginning of each month, includes their program stats and encourages them to continue sharing
Launch
The launch tab displays many options to promote and integrate your program. Learn more about the launch tab.
Program Settings
On the top right corner of the Program Editor, you will find a gear icon with additional program settings
Conversion Settings
Configure how to track your referral conversions. For more information, see our Conversion Tracking Settings article.
Fraud Rules
Configure fraud detection and set the conditions for when referrals should be blocked. See the Fraud Management article for more details.
Referral Code
Configure how the Referral Code is generated. For more information, visit our What is a Referral Code article.
Access Settings
This option allows you to limit program sign-ups so people will have to request access to join your referral program. To learn more, visit our Can I limit program sign-ups article.