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Program Setup
Program Editor Explained
Program Editor Explained

How to navigate the program editor and its functionality

Updated over a week ago

The program editor is used to design, preview, and update your referral program. The easier you make it for people to understand and share your referral program, the more success you will have.

How to create a program

To create a new referral program:

  1. Select Programs from the main navigation

  2. Select the Add Program button located at the top right corner

  3. Answer the program questions (these will determine your default settings and can be changed at any time)

  4. Once created, click on the Open Program Editor button to customize your program

General Navigation

The Program Editor is where you customize your program. Use the top menu bar to navigate around.

  1. Name of your program (this is primarily for internal purposes but the name is available as a merge tag if you would like to use it in messaging or emails)

  2. Navigate to the relevant sections: Share, Rewards, Portal, Emails, and Launch by selecting the relevant name

  3. Activate/Deactivate your program. Use the “gear icon” to edit additional program settings.

Share Tab

The Share Tab is where you design the share message and referral experience.

Sharing Experience

Customize your Member Sharing Experience by configuring your Share Widget, Social & Mobile Messages, and Email Message.

Referral Destination

Determine where you want to send new referrals when they click a referral link or engage with a shared message. You can set the Referral Destination to redirect to an external website or a Referral Rock hosted landing page.

If redirecting to an external website, you can also use a Referral Banner (Pop-Up) to display additional information to referrals when visiting your website.

  • Click “Change Destination” to select website redirect OR hosted landing page

  • Click “Edit Landing Page” to edit your hosted landing page

Rewards Tab

The Rewards Tab lets you add and configure member and/or referral rewards. Each reward consists of three parts:

  • The type of reward

  • When the reward is triggered

  • When the reward is delivered

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

Portal Tab

The Portal Tab is where you will design and configure your Member Portal. The Member Portal is the central hub for your members to interact and stay updated on your referral program.

Emails Tab

The Email Tab lets you customize and enable/disable automated program emails that will be sent out to your Members and Referrals.

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

Launch Tab

The Launch Tab displays many options to promote and integrate your program.

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.

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