Referral Rock

How to access the classic member, referral, and reward views?

What is the difference between a Member and a Referral?

A guide for importing members and referrals into Referral Rock

How can I import Members and Referrals?

How do I export member, referral, or reward data?

Can my referral program be run in other languages?

Do you help with W9 and 1099 compliance?

What happens when I activate my program?

How can I change the page when the program is no longer active?

(Legacy) How to import members and referrals?

Management Questions

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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