2017-2019 Release Notes
The Definitive Guide to Referral Rock
Program Setup: Design Guide
New User Guide
Key Term Reference Guide
Success Checklist Part 1: Technical Review
Success Checklist Part 2: Branding and Messaging
Migration Checklist from old referral system to Referral Rock
Ambassador to Referral Rock: A Comprehensive Migration Guide
Build Your Program
Migration from Member Portal Classic to the new Member Portal
Referral Page (Web Page Builder)
Referral Page (Redirect)
Emails & Notifications
Registration Page (Classic)
Login and Reset Pages (Classic)
Member Page (Classic)
Referral Page (Overview)
Referral Page (Classic Form)
Referral Page (Classic Landing)
Email Editor v2
Rewards & Payments
PayPal Self Service (Use your own PayPal Business account)
Email Payouts (Coupons)
Using PayPal Escrow
Member Invite Automation
Site Settings and Domain Settings
Salesforce and HubSpot CRM Integrations
Referral Add to Salesforce
Referral Update with Salesforce v2
Referral Add to HubSpot
Referral Update with HubSpot
Salesforce to Referral Rock Integration (Classic Version)
Facebook and Google SSO (Member Portal Classic)
Pre-Approved Member Registration
Integrating Your User Interface
One Click Access
On-Site Widget (Overlay)
Link Widget (Embedded)
Member Portal Embed Experience
Referral Capture & Update
Universal Script: Convert 3rd party cookie to 1st party
(Advanced) Triggering Scripts on Non-Pageload Events
Active Campaign Forms
Best Practices / Guides
Referral Best Practices
Member Best Practices
Promotion Best Practices
W9 and 1099 Compliance
Testing Before Launch
Import Members and Referrals
Working with External Tracking and Scripts
Frequently Asked Questions (FAQs)
What is the difference between a Member and a Referral?
Can Referral Rock help me with designing my program?
Can a Customer Success Manager help me through my trial?
Can Referral Rock reward Members as well as Referrals?
How many domains can be integrated with Referral Rock?
Is Referral Rock compliant with GDPR?
How can I submit a product bug or feature request?
Account & Billing
I forgot my password! How do I log in?
How can I add a team member to my Referral Rock account?
What do the team roles mean?
Where can I upgrade my subscription?
Where can I pause or cancel my subscription?
I need to update my credit card information. Where do I go?
How do I update my company's address?
Where can I access my invoices and billing information?
What is my Member Limit?
What happens when I reach my Member limit?
Can I clear my data and statistics?
Can the same person be part of multiple referral programs?
How can I change the text template in the email invitation a member sends?
Can I add an additional custom field to the Member Registration form?
Would an extension like AdBlocker prevent us from capturing a referral?
Can Referral Rock integrate with Instagram?
How do I add a video to my program?
How do I get notified of new members and referrals?
What do the Suggestion and Warning alerts on my Program Overview page mean?
How many programs am I allowed to run at one time?
How can I limit the referral program so only our current customers can participate?
What is the difference between the Site view and the Widget View on the member classic pages?
What is the size of the Referral Rock widget?
What happens when I activate my program?
Can my referral program be run in other languages?
How do I see a list of all of my members?
How do I manually add a member?
Where do I see a specific member's activity, like their referrals and rewards?
What is a referral code?
Are member referral codes case sensitive?
What are Member Segments?
I have a list of customers that I’d like to automatically enroll as Members. Will an email be sent to them if I import a member CSV?
What information do I see on the Referral List?
What do I see when I view a Referral's details?
What are the different statuses that referrals can be in Referral Rock?
How do I manually add a referral?
How do I manually update a referral's status?
Is there an easy way for me to download all the referrals collected into a spreadsheet?
What is the difference between a Payout and the program's Reward Rules?
How can I schedule my payouts to issue at a certain time?
My product/service has a return policy. Can I apply an eligibility date to my reward?
How do I manually issue a reward?
A reward was issued to the wrong email. What do I do?
Can I reissue a reward?
What type of rewards can Referral Rock automate for me?
Can Referral Rock send a check or cash as a reward?
How do I fund my PayPal account?
How do I fund my Tango (Gift Card) account?
How does someone redeem their Prepaid Visa card from Tango?
Do I get an email when I have a pending reward?
Can I limit the annual reward amount for a recipient?
How do I create a Member Segment?
What filters can I use to narrow down my Member list for a segment?
Can I edit or delete a segment?
When do I use a Member Segment?
What are member segments?
How can I view a list of all Members that are included in a segment?
How do I change the delivery name and email for outbound emails sent from Referral Rock?
How do I add my company logo to Referral Rock emails?
What are the Email Sharing blocks?
Can I create my own templates?
What is the block list?
How can I prevent emails from going to spam?
How do I view emails by Program or Member?
Where can I see my email statistics and history?
I'm not sure if all of my emails were sent properly. How can I check?
How do I resend an email?
Configuration Activity Log
Program Activity Log
Image Dimensions (Classic Member Pages)
Table of Contents
Updated by Tyra Earl
Fraud is a very important factor when setting up a referral program. Improved fraud detection and reporting allows us to quantify and show all fraud attempts, while simultaneously keeping your referral programs safe.
You can manage your program's fraud rules by going into the Program Editor and navigating to the Additional Options Page.
Program Editor > Additional Options > Fraud Rules
Types of Referral Fraud
We have a variety of rules set to block different types of fraud. For security purposes, we will not be describing our fraud detection methods for each type of fraud in this article. If you have questions about a specific method of fraud detection found inside your account, please contact support.
- Self Referrals: This type of fraud occurs when the a member refers themselves. This is the most common type of referral fraud, as self-referrals can get rewarded as both the member and the referral.
- Duplicate Referrals: This type of fraud occurs when the same person signs up as a referral more than once. Our fraud rules can check for duplicate email addresses, external IDs, and phone numbers.
- Blocklisted Domains: Some domains send spam or low quality traffic or are used solely for the purpose of sharing links/codes. We are able to blocklist specific domains. If you would like to blocklist a certain domain, please get in touch with customer support.
- Direct Add Referral Limits: When using Member Portal 2.0 with Direct Add, you can choose to limit the amount of referrals each member can submit per day and per month. By default, these fraud rules are set to "No Limit". Simply uncheck No Limit and add a Per day limit and a Per month limit as desired.
Within Referral Rock, you can see the history of all fraud by going to Logs > Fraud Events or by clicking here.
This page gives you detail into which referrals were affected by your fraud rules, and which were allowed or blocked dependent on your rule setup. We suggest reviewing this page periodically to review your fraud rule setup's effectiveness. In addition, if you see multiple fraud attempts from the same user, you are able to warn them or disable their program access.
On your program details page, you will also see a general overview of potential fraud detected within your program.
Why did I get a Referral Add Failure email?
If an incoming referral matched any of your enabled fraud rules, you will receive an email notifying you of the failed attempt. Oftentimes, fraud is blocked by multiple rules, so we suggest checking the fraud detection log in your account for specific details on the attempt.
You can edit who receives these emails by going to Logs > Notifications > Settings under Notification Management or click here.
Will my fraud rules affect testing my program?
Yes. Prior to testing your program, double check that all fraud rules are set to "Allow".
If you don't disable your fraud rules before testing, your test referrals will likely be blocked by our fraud rules.
Be sure to re-enable your fraud rules prior to publicly launching your program!