Overview
The Program Editor is the central workspace for building and managing a referral program.
Admins and Managers can use the Program Editor to configure:
How members share your program
Where referrals land after clicking a shared link
What rewards members and referrals earn
How the Member Portal looks and behaves
Which program emails are sent and when
How to promote and integrate the program
What we'll cover in this article:
Add a Program
Share
Rewards
Portal
Emails
Promote
Program Settings
Here's a tour of the Program Editor (click here to open in fullscreen).
Before You Start
You must have an Admin or Manager role to access the Program Editor.
Have your reward structure in mind before configuring the Rewards tab. See Common Reward Structures for guidance.
If you plan to redirect referrals to your own website, your development team will need to install the Referral.js SDK and set up conversion tracking.
Where to Find the Program Editor
Programs > [Program name] > Open Editor
Add a Program
Select Programs from the main navigation.
Select Add Program in the top right corner.
Answer the setup questions to determine your default program settings. These can be changed at any time.
Select Open Program Editor to begin customizing your program.
Share
Configure how members share your program, what they say, and where referrals go after clicking a shared link.
Sharing Experience
Select your Share Widget to choose where members can share (social, email, text, etc.).
Edit your Social & Mobile Messages to update the pre-drafted social and text message content.
Edit your Email Message to update the pre-drafted email content.
Tip: Keep messages friendly and informal, as they come from the member, not your brand. Highlight benefits of your brand for the referral (from the member’s perspective), mention available referral rewards, and use a clear call to action.
Learn more about customizing the sharing experience.
Referral Destination
Set where referrals land after clicking a shared link. This is often their first time learning about your business.
Navigate to Programs > [Program name] > Open Editor > Share > scroll down to Referral Destination.
Select Change Destination to choose one of the following options:
Option 1: Personal Referral Page (recommended)
Select Personal Referral Page to build a hosted landing page using the Referral Rock page builder.
Choose from a Form capture (form on page) or Click and Convert (CTA button only, no form).
Select Edit Landing Page to customize the content.
Learn more about customizing the personal referral page (hosted landing page).
Option 2: Website URL
Select Simple Website URL to redirect referrals to a page on your own site. This requires integration.
Optionally, enable a Referral Banner to display on your site to tie back to the member’s recommendation.
To capture referrals on your website:
Install your unique SDK script. See the Referral.js SDK instructions for setup steps.
Set up conversion tracking.
Note: If you need help with conversion tracking, visit Request Assistance and select Conversion Tracking. Someone from our integrations team will follow up with you.
Learn more about setting the referral destination.
Tip: Whichever option you choose, use a strong above-the-fold headline that clearly states the benefit the referral will receive, and include a simple call to action that referrals can complete on their first visit.
Rewards
Configure when, how, and what members and referrals earn as part of your program.
Select Add Member Rule or Add Referral Rule.
Choose the type of reward or payout.
Set when the reward is triggered.
Set when the reward is delivered.
Tip: Dual-sided rewards, where both the member and the referral earn something, perform best. Trigger rewards based on the behavior you most want to drive, and make sure the rewards are easy to understand at a glance.
Learn more about setting up reward rules or common reward structures.
Portal
The Member Portal is the central hub where members access their unique share links, view referral and reward details, and manage their information.
From this tab, you can:
Update page content and text
Configure branding and design
The main pages you can update are:
Program Landing Page – where new members can join the program
Member Dashboard – where existing members can share from
Tip: On these pages, explain how the program works in simple terms, highlight rewards for both the member and the referral, and include a relevant image that reflects your brand.
Learn more in the Member Portal Explained article.
Emails
Program emails are sent to members when certain events occur in the program.
Navigate to Programs > [Program name] > Open Editor > Emails.
At a minimum, we recommend enabling the following emails:
Confirmation: sent when a new member is activated or requests access
Reminder: sent a set number of days after a member is added, to remind them of the program (you define the timing)
Monthly Summary: sent at the start of each month with the member's program stats and a prompt to keep sharing
Form Confirmation (for referral, if you’re using the Hosted Landing Page): sent when a referral completes the form on the hosted landing page, and gives them guidance about what to expect next.
Learn more about setting up program emails.
Promote
The Promote tab provides a checklist of options to promote and integrate your program before going live.
Learn more about the Promote tab.
Program Settings
Additional program-level settings are available from the gear icon in the top right corner of the Program Editor.
Conversion Settings
Configure how referral conversions are tracked. Learn more in Conversion Tracking Settings.
Fraud Rules
Set the conditions for when referrals should be blocked or flagged. Learn more in Fraud Management.
Referral Code
Configure how referral codes are generated for your members.
Access Settings
Limit who can join your program by requiring members to request access before signing up. Learn more in Can I Limit Program Sign-Ups.
What's Next?
Customize your sharing experience
Update share messages and widget settings to match your brand. See Customize the Sharing Experience.
Set up reward rules
Define what members and referrals earn and when. See Set up Reward Rules.
Launch your program
Work through the Promote tab checklist to go live. See Promote Tab Explained.
FAQ
What is a program in Referral Rock?
What is a program in Referral Rock?
A program is everything related to a single referral channel. Examples include customer referral programs, affiliate programs, and employee referral programs. Each program has its own editor, settings, and reporting.
Can I have more than one program?
Can I have more than one program?
Yes. Each program operates independently. To add a new program, go to Programs and select Add Program.
Can I edit a program after it's been created?
Can I edit a program after it's been created?
Yes. All settings configured in the Program Editor can be updated at any time.
Who can access the Program Editor?
Who can access the Program Editor?
Admin and Manager roles can access and edit the Program Editor.