What is the Referral Update Script?

The Referral Update Script is used when your sales process has more than one step and you want to track referrals as they move through each steps.

Visit our Integration Docs to learn how to setup the referral update script

Just like the Conversion Tracking Script, the Referral Update Script fires on page load and should be placed on the page that signifies an update has occurred. The Referral Update Script is used to do one or more of the following:

  • Update the status of a Referral to Qualified or Approved after they complete a new step in your process

  • Add additional information to an existing Referral record, as it becomes available

For example, the Referral Update Script could be used to do the following:

  • Update the status of an existing referral from pending to approved when they sign up for a paid subscription following a free trial

  • Set the amount when an existing referral upgrades their account

The Referral Update Script requires a referral key. The referral key is a parameter that tells Referral Rock which referral to update. For instance, if you set the referral's email address during initial conversion with the Conversion Tracking Script, you would then be able to use the referralkey_email parameter in the Referral Update Script.

The three referral keys are:


1. Email Address (referralkey_email) - the most common method, as email address is ubiquitous as a unique identifier in many online systems
2. External Identifier (referralkey_externalid) - an id that you set that uniquely identifies the user within your system (UUID, username, etc.)
3. Internal Identifier (referralkey_id) - a unique identifier that is created by Referral Rock during initial conversion.

Setting up the Referral Update Script

Visit our Integration Docs to learn how to setup the referral update script

Referral Update Script Settings

To configure your conversion tracking settings, visit our help article


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