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
We are delighted to announce Email Editor v2, a new email editor to improve your experience creating beautiful and effective emails. The new editor applies to all Program emails, email payouts, invite campaigns, and member campaigns.
Migrating from Email Editor v1 to v2
Once Email Editor v2 has been applied to your account, if you are happy with your current emails, no action needs to be taken as we have migrated your Email Editor v1 email automatically. If you would like to check out the new editor and make some revisions, your original Email Editor v1 email will be saved as a Version. When you see the following callout, simply select Publish and then continue to the Edit tab to alter your email.
In the Preview tab, you see how your current email looks, with placeholder data being used by our merge tags. In preview mode, you can change the template, alter the default button color, and send a test email. To make alterations to the body of the email, you must use the Edit tab.
On the Edit tab, you can edit the email body, subject line, template, and default button color.
When editing the body of the email, use the toolbar for easy styling.
From left to right, the toolbar offers:
- Paragraph (header and paragraph styles)
- Text Settings (font size, line spacing, letter spacing)
- Align (left, center, right, full)
- List (bulleted list, numbered list, indent, outdent)
- Personalize (contains the relevant Merge Tags for the viewed email)
- Image (upload or source)
These component sections are new to Email Editor v2. They are pre-styled blocks available for use in your emails. They can be edited and customized once placed in the email body, providing a solid starting point for styling a section of your email.
The sections will show on the right hand side of the Edit screen. The top of the side bar will contain a drop down menu which categorizes the snippets according to what is appropriate for the email you are editing. Choose from hundreds of options such as Share buttons, Titles, Paragraph, Call-to-action buttons and image blocks. Simply drag and drop these components where you desire into the email body!
Editing your Content
Once a section is placed, you can click on it to see further options. The blue icon allows you to move the section, the yellow icon allows you to move the section up a block, down, or duplicate. The dark orange X will delete the section altogether.
Selecting '+' will allow you to add a new section below the current section.
Whenever an email is Published or Saved as a Draft, a new Version is created. You can easily view all versions, preview the version, and publish from the Versions tab.
Your current published version will show a blue check mark under Published. If you would like to Publish a new version, simply select the checkbox next to the desired version. A pop up will ask you if you would like to publish this version. After selecting Yes, you have the option to load the new published version into the Editor for easy revisions.
Under the Actions column, you can choose to load a version into the Editor to make revisions by selecting the paper and pen icon, or you can view the version's preview in a new tab.
If you have emails that were created with Email Editor v1, each Program email will contain a "migration email", with a note "Program Email from before migration to the new editor." This is an exact copy of your original email, if you ever choose to revert back.