Overview
One Click Access links are used by Admin, Manager, and Operator roles to provide a seamless sharing experience for members. For Multi-org accounts, Operator and Supervisor roles can create One Click Access links for programs they have permission to access.
This feature is most commonly used to invite new members to a program or re-engage existing members by removing the friction of a login screen.
What we’ll cover in this article:
Before you start
Program status: Ensure your referral program is Active. One Click Access links cannot be built for draft or inactive programs.
Engagement planning: Focus on moments when members are most engaged, such as immediately after a purchase or after receiving a positive support resolution
Identify multiple channels: Identify the common channels (marketing website, app, email) you can use to host links and promote your referral program.
Tip: We recommend promoting your program both directly and indirectly by adding your One Click Access link to multiple touchpoints in the user lifecycle.
This includes direct promotion (announcement emails, reward updates, push notifications, and website pop-ups) as well as indirect promotion (email signatures, website banners, order receipts, and "Refer" buttons in site navigation).
Where to find Program Link Builder
Promotion > Program Links
Set up One Click Access
Here’s a detailed walkthrough of One Click Access links:
Minute 0:28 - Explanation of how one click access links work
Minute 0:54 - Experience for Existing Members
Minute 1:46 - Experience for New Members
Follow the below steps to build One Click Access links within Program Link Builder. To build your own custom links, review our technical guide or submit a Tech Support request.
Step 1: How It Works
Review the common places to use links, such as newsletters, email signatures, and order receipts.
Select Start Building Your Link.
Step 2: Choose Program
Select the active program you want to promote.
Select Continue.
Note: If your program is not listed, navigate to Programs in the left navigation bar to activate it.
Step 3: Select Location
Select one or multiple locations from the following categories to host your One Click Access links:
Platforms: Marketing and email tools (e.g., HubSpot, Mailchimp, Klaviyo).
Marketing Page: Public-facing sites like your homepage.
Web App: Online applications requiring a user login.
Mobile App: Downloadable mobile applications.
Select Continue.
Note: If your specific email platform is not shown in the builder, you can do any of the following:
Select Unlisted from the Platforms list to get a custom link and setup instructions.
Alternatively, use the technical documentation to build a custom link manually.
Or you can submit a Tech Support request for a custom link
Tip: If you can’t set up a custom link, use your program landing page URL for links. People can easily sign up or log in once there.
Step 4: Use Your Link
Review the generated links and specific instructions for each selected location.
Select the Copy icon next to a link to use it immediately.
Select Save at the top of the page to bookmark the page or share with others.
Understanding the Member Experience
The member experience changes based on whether the person is a new or existing member and their current login status.
First Visit (New Member)
When a new member clicks the One Click Access (OCA) link, Referral Rock automatically creates their member account and adds them to your Member List.
They are then taken directly to the Member Portal, where they can access their share links, view referral and reward information, and update their details. They will stay logged in on that device for up to 365 days unless they clear their cookies. (Video: 1:46)
Returning Visit (Same Device)
If a member clicks the link from a device where they have a valid cookie and have not logged out, they are taken to the full Portal with all sharing and reward/referral details visible. (Video: 0:54)
Returning Visit (New Device or Logged Out)
To protect sensitive data while still encouraging sharing, Referral Rock locks certain areas of the portal if an existing member is on a new device, if their cookie has expired, or if they previously logged out. (Video: 0:54)
Members can still access their share links and share the program.
Members must log in via the passwordless experience to view referrals, rewards, or update account details.
Protected areas are marked with a Lock icon.
What's Next?
Promote your program
Add your One Click Access link to multiple touchpoints in the user lifecycle. We recommend using both direct promotion (announcement emails, reward updates, push notifications) and indirect promotion (email signatures, website banners, order receipts).
Verify the experience
Learn more about how to test One Click Access links.
FAQs
What if a One Click Access link does not work? Where will the person be sent?
What if a One Click Access link does not work? Where will the person be sent?
To the Program Landing Page for members to sign up or log in there.
What happens when a new member clicks a One Click Access link?
What happens when a new member clicks a One Click Access link?
Clicking on a One Click Access link grants new members full access to their Portal and keeps them logged in on that device for 365 days or until the cookie is removed. See First Visit for more details.
Can a disabled member use a One Click Access link?
Can a disabled member use a One Click Access link?
No. One Click Access links won't work for disabled members.
Why do members sometimes see locked areas on the Member Portal?
Why do members sometimes see locked areas on the Member Portal?
Referral Rock has the highest standard for data security. For this reason, we created One Click Access links to facilitate sharing while keeping sensitive information safe. Members will be prompted to log in if they try to access a locked area. See Returning Visit (new device or logged out) for more details.
Can I build my own links or add additional parameters?
Can I build my own links or add additional parameters?
Here is the technical guide to build your own links and see how they work.