Testing your referral program prior to launch is a crucial step that should not be overlooked. Testing not only finds any remaining snags or errors in your program but it also familiarizes your team with the referral flow/processes and what to expect post-launch.

Each referral program is setup differently so the below testing steps may or may not be applicable for you. Always use your best judgement when testing your program.

There are four areas of your referral program that you should test prior to launching your program:

  1. Registering Members & Member Sharing

  2. Adding new Referrals

  3. Updating referrals

  4. Rewarding Members and/or Referrals

  5. Automated Emails

Prior to testing it is always a good idea to turn off fraud settings and instant payouts (if applicable)

Testing Member Registration & Sharing

The best way to test the Member Registration is to register yourself as a Member.

To do this, you can either send yourself the registration URL (located on the Program Overview page) and register via the Registration Page OR manually add yourself under the Members Tab (Members > Add).

If you manually add yourself, be sure to open your Member Page to view the Member Dashboard from a new member's point of view.

Things to look for as you test:

  1. Did you receive the Member Registration email after registering yourself? If not, you may want to double check that you have this setting turned ON (Program Editor > Emails & Notifications > Registration Email).

  2. After registration were you immediately taken to the Member Page to view your sharing dashboard?

  3. Did you click around the Member Page to familiarize yourself with how Members can share out their referral URL via the different sharing methods on their dashboard?

If you are planning to use a one-click-access URL to auto-enroll new members from your external email marketing software (MailChimp, ActiveCampaign, Pardot, etc), be sure to send a test email to ensure the URL is functioning properly.

Testing your sales process: Adding Referrals

Since getting new referrals is the ultimate goal when setting up a referral program, you want to ensure that your referral capture experience is straightforward and that your integrations are working as expected before you launch.

We never recommend launching a referral program before testing your referral capture process.

  1. From the Member Dashboard, copy the member referral URL and paste it in a new tab. This will open your Referral webpage (i.e. the one you setup in the Program Editor).

  2. Navigate around the Referral page imitating a new potential referral that is experiencing it for the first time.

    1. `Ask yourself a few questions:

      1. Do you talk about the benefits of your product or service?

      2. Why should the new referral care?

      3. How would the new referral view your offer?

      4. Where is your call-to-action?

      5. Is it easily seen when the referral first visits your referral page?

      6. Is the new referral likely complete your desired action?

  3. Once a new referral takes your desired action, you should see their information in Referral Rock when you visit the Referrals Tab (Referrals > List).

    1. If you do not see a new referral, visit your Integrations Event Log to check your conversion tracking. You may also need to check your program's Fraud Settings if you did not disable them prior to testing.

To troubleshoot your conversion tracking, visit the Conversion Tracking Knowledge Base article here

Things to look for as you test:

  1. Did the member referral URL direct you to the correct form or landing page?

  2. Is it straightforward and easy for the referral to navigate around your landing page and there is a clear call-to-action to enter their information?

  3. Is the correct information being passed into Referral Rock about the referral? (Name, Email, Phone number, etc)

  4. Is the referral being added with the correct referral status? (Pending, Qualified or Approved)

Testing your sales process: Updating Referrals

If you have a multi-step sales process, you can always manually update a referral's status in the Referral Rock system. However, if you have setup an integration with your CRM or another external platform (such as Zapier) in order to update the status of referrals in Referral Rock, you will want to test this integration.

Since referral status updates are based off of an event "triggering" the update, you should apply that trigger event to your test referral to ensure that the referral's profile is updated accurately.

Things to look for as you test:

  1. Did the Referral's status and/or profile in Referral Rock update as a result of you moving them along in your sales process? For example, when you moved them to a customer in your CRM, did their status in Referral Rock move to 'Approved' ?

Testing Rewards

In the Program Editor, you have likely setup reward logic on the Reward Rules page. Based on the Referral moving through your sales process, you will want to check that the Member and/or Referral reward triggered at the appropriate time.

Things to look for as you test:

  1. Under Rewards > List, do you see a 'Pending' reward payout owed to your Member and/or Referral?

  2. Is the reward set to the correct payout? Rewards should be set to a Gift card, PayPal, Coupon, or Manual payout depending on the setup of your program.

Automated Emails

When setting up your program, you likely turned ON (and possibly OFF) some of the automated emails that Referral Rock can send on your behalf.

Most of these emails are located on the Emails & Notifications page within the Program Editor, the exceptions being Reward Rule notification emails and Reward Payout emails.

Things to look for as you test:

  1. Did you receive all of the turned ON member emails at the appropriate time?

  2. Did you get too many emails during the referral process? Too few?

  3. Have you added your company logo to your email templates? If not, you can do so here. (Settings > Branding > Email > Template Settings)

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