Table of Contents

Member Sharing Experience

Meghan McEnry Updated by Meghan McEnry

When creating your referral program, you may choose between three different share experiences for your members. In this article, we will walk through the different sharing widgets available, as well as how to customize the default social media, text and email messages.

This article contains directions and screenshots from our new program editor, debuting in September 2021. To switch to the new editor, please contact your Referral Rock team member.

Share Widget

Found in the Member Portal or embedded on your site, members share at the click of a button with pre-formatted referral messages.

Referral Rock offers three share widget options:

  1. Standard Share: Our default share widget. Members will be able to share via social media, text message, and email using the easy share buttons.
    1. Select Customize Widget to hide certain share options and edit the instructional text
  2. Direct Add: This allows your members to fill out a form to directly submit referrals directly to your program
    1. Select Customize Widget to edit the Direct Add form & copy
We have added additional Fraud Rules to accompany Direct Add, which allow you to limit the number of daily or monthly direct add referrals by your members, if desired. Please check them out here!
  1. Email Form: Members will have access to a pre-built email which they can send directly from the portal, in addition to select easy share buttons and their referral link to copy
    1. Select Customize Widget to edit the default & helper text on the widget. You will edit the email copy in the next step.

Social & Mobile Messages

Pre-populate messaging for your members to share via social media, email or text message. These pre-populated messages will appear when members select an easy share button from their share widget. If their referral URL is copy/pasted onto a social media platform, such as Facebook or Twitter, the social media image & copy will appear.

Email Message

Set up the default copy for your members easy share email options and email form share widget.

Use merge tags to personalize the message for your members

How did we do?

Program Editor Overview

Referral Page (Hosted Landing Page)