Getting Started
The Definitive Guide to Referral Rock
New User Guide
Program Setup: Design Guide
Admin Dashboard
Admin Navigation
Key Term Reference Guide
Success Checklist Part 1: Technical Review
Success Checklist Part 2: Branding and Messaging
Video Library
Ambassador to Referral Rock: A Comprehensive Migration Guide
Build Your Program
Program Editor
Program Editor Overview
Member Sharing Experience
Referral Page (Hosted Landing Page)
Referral Page (Webpage Redirect)
Creating Reward Rules
Member Portal
Emails & Notifications
Using our Email Editor
Additional Options
Migration from Member Portal Classic to the new Member Portal
Rewards & Payments
Payouts (Overview)
PayPal Business (Use your own PayPal Business account)
Coupon Rewards
Gift Cards
Recurring Rewards FAQs
Recurring Rewards
Member Invite Automation
Site Settings and Domain Settings
Integrate
Salesforce and HubSpot CRM Integrations
Referral Add to Salesforce
Referral Update with Salesforce
HubSpot
Referral Add to HubSpot
Referral Update with HubSpot
Member Registration
Pre-Approved Member Registration
Integrating Your User Interface
One Click Access
iFrame
Access Script
On-Site Widget (Overlay)
Link Widget (Embedded)
Member Portal Embed Experience
Referral Capture & Update
Conversion Tracking (JavaScript)
Universal Script: Convert 3rd party cookie to 1st party
(Advanced) Triggering Scripts on Non-Pageload Events
Referral Update (JavaScript)
Conversion Redirect
Zapier
Zapier- General Overview
Zapier - Referral Update
Zapier - Referral Add
Zapier - Add Potential Invite
External Integrations
Acuity
Eventbrite
Drift
Shift4Shop
Magento
Squarespace
Volusion
BigCommerce
Gumroad
Shopify
WooCommerce
123Contact Form
Caldera Forms
Cognito Forms
Formsite
HubSpot Forms
Gravity Forms
TypeForm
WPForms (WordPress Forms)
Pardot Forms
Wufoo Forms
Google Analytics
Instapage
Hubspot Form on a Hubspot Page
Active Campaign Forms
Calendly
Integrations (Overview)
Best Practices / Guides
Referral Best Practices
Member Best Practices
Email Campaigns
Promotion Best Practices
W9 and 1099 Compliance
Testing Before Launch
Import Members and Referrals
Working with External Tracking and Scripts
Frequently Asked Questions (FAQs)
General Questions
What is the difference between a Member and a Referral?
Can Referral Rock reward Members as well as Referrals?
Is Referral Rock compliant with GDPR?
What are Member Segments?
Can Referral Rock help me with designing my program?
How many domains can be integrated with Referral Rock?
How can I submit a product bug or feature request?
How do I find my API keys?
Do you integrate with MailChimp?
Account & Billing
What is included in my Referral Rock plan?
I forgot my password! How do I log in?
How can I add a team member to my Referral Rock account?
What are the team permission levels for my account?
Where can I upgrade, 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 billing information?
What is my Member Limit?
What happens when I reach my Member limit?
Can I clear my Member & Referral data?
Are gift cards and PayPal included in my plan?
Managing Programs
How can I edit my Member Portal's Accessibility settings?
Can the same person be part of multiple referral programs?
How can I change the text for the email, text or social share options?
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 get notified of new members and referrals?
How many programs am I allowed to run at one time?
Can I limit my referral program registration?
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?
Managing Members
What is Single Sign On (SSO)?
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?
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?
Can my members have more than one referral link?
Managing Referrals
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 for referrals?
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?
Rewards Management
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 create or 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 Tango (Gift Card) account?
Do I get an email when I have a pending reward?
Can I limit the annual reward amount for a recipient?
How do I bulk issue rewards?
Are there fees associated with using Tango?
How does someone redeem their Prepaid Visa / Mastercard card?
Can I fund my gift card account in a currency other than USD?
What happens if a PayPal reward goes unclaimed?
What do Gift Card rewards look like for the recipient?
Email Management
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?
Reports
Logs
Fraud Management
Configuration Activity Log
Program Activity Log
PayPal Refunds
Release Notes
Most Recent
October-December 2021
July-September 2021
April-June 2021
January-March 2021
October-December 2020
July-September 2020
April-June 2020
January-March 2020
2017-2019 Release Notes
References
- All Categories
- Integrate
- External Integrations
- WPForms (WordPress Forms)
WPForms (WordPress Forms)
Using WPForms to capture referral information is ideal for any sales process that requires leads to fill out a form. We'll go step-by-step through the setup needed to redirect referrals to your form and to track referral form completions.
Setting up the Referral Redirect Page
Step 1: Obtain the link to the page where your form is hosted and set this as the referral page in Referral Rock.
- Navigate to Program Editor > Share or click here
- Under Referral Destination, select Change Destination
- Make sure the Webpage Redirect option is selected and enter the URL to the page where your WP Form is hosted.

Referral Conversion Tracking in WPForms
The next step in setting up Referral Rock to work with WPForms is tracking conversions on your form. This will tell us which referral filled out the form, which member sent them, and any information we choose to send back from the form submission to Referral Rock.
WPForms Smart Tags
We will be passing information back to Referral Rock using something that WPForms calls Smart Tags. These are WPForms' way of referencing information submitted with the form. To learn more about Smart Tags, check out this article. Interestingly, while the WPForms site only refers to using Smart Tags in the notification email, they can also be used in the confirmation message. The list of available Smart Tags can be found in WPForms by clicking Notifications > Show Smart Tags (on any field). With the list available, click any smart tag to see it added to the box, usually as something like {field_id="0"}. The number of the field id will change for each form, depending on the order of your form's questions.

Once you find your list of Smart Tags, make note of the field ids that you want to pass back to Referral Rock in the conversion script. For instance, if you want to pass back full name, and that field id is {field_id="0"}, you'll be using {field_id="0"} in our conversion script in the next step.
- Login to your Wordpress installation and select your referral form.
- Click the Form Settings tab to the left.
- Select Confirmation from the menu on the left side of the page.
- Select Message as the Confirmation Type and click into the message text box.
- In the text box, write whatever confirmation message you would like to appear.
- After that, click the Text Button to the top right of the message box to switch the editor from Visual to Text.
- Copy your Conversion script from this link and paste it at the bottom of the message text box in WPForms
- Now, we'll add the Smart Tags from the step above to the script within the quotation marks after each parameter you would like to send back to Referral Rock.
- Click save at the top right. Now when someone successfully fills out that form, a referral conversion event will occur if they reached that form through a Referral Rock referral link.
WPForms Example Event Script
<script type="text/javascript">
window.rrSpace = (
rrSettingsConversion = {
debug: "false",
parameters: {
fullname: "{field_id="0"}",
email: "{field_id="1"}",
externalidentifier: "{field_id="3"}",
phone: "{field_id="7"}"
}
}
);
(function (f, r, n, d, b, y) { b = f.createElement(r), y = f.getElementsByTagName(r)[0]; b.async = 1; b.src = n; b.id = 'RR_DIVID'; y.parentNode.insertBefore(b, y); })(document, 'script', '//example.referralrock.com/webpixel/beta/universalv03.js');
</script>
firstname, lastname, fullname, companyname, email, externalidentifier, amount, referralcode, conversionstatus, phone, note, publicnote, preferredcontact, customoption1name, customoption2name, customtext1name, customtext2name, customtext3name, customoption1value, customoption2value, customtext1value, customtext2value, customtext3value
WPForms Example Conversion Script In Confirmations Text Box (Screenshot)
