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 Meghan McEnry
Manage automated communication with your Members and Referrals from the Emails & Notification page inside the program editor. From this page, you can enable/disable and edit the content of each email.
Invite Email Template
If you are using Referral Rock to send invitations to potential members, you will want to create an Invite Email Template.
This email is used when inviting contacts to join your program through automatic invites (coming soon!) or invite campaigns.
Pending Member Email
This email is sent to members who have attempted to join your referral program, however one of the following scenarios is occurring, preventing them from becoming a member:
- Your account has reached the member limit
- You are manually approving member registrations
These potential members are stored under the Member Requests page until they are manually approved to join.
When a client registers as a member to your Customer Referral Program, there are several email notifications you can create. You may toggle any of these emails On/Off (with the exception of the Password Reset email)
- Member Registration : The email a new Member receives after registering for your referral program.
- Registration Reminder: Email a member receives XX days after they register to encourage them to share more (Default is 3 days).
- Monthly Summary: Email summarizing a member's program participation. It raises engagement by encouraging the Member to continue sharing, view their statistics, and easily access their Member page. (see below for criteria on who receives this email)
- Password Reset: The email notification a Member receives when they request to reset their password (always on).
- Added Referral : Email a Member receives after a Referral is added.
- Qualified Referral : Email a Member receives after a Referral is qualified.
- Approved Referral : Email a Member receives after a Referral is approved.
- Form Confirmation: The email a Referral receives after they complete a Referral page form. This email is only available for use when you are using our Referral Rock Form as your Referral Page option.
Monthly Summary Email
This email is sent on the first Monday of every month if to the members who meet the following criteria:
- Member has been registered for 15 days or more.
- Member has not been emailed from our system this month.
- Is an Active Member in an Active Program.
- Has not unsubscribed from the Monthly Emails.
Rewards and Payout Emails
Reward Rules Emails and Payout Emails are not managed in the Email & Notifications page, but you can access these areas by clicking on the Reward Rules page inside of the Program Editor and the Payouts page.
Previewing / Editing an Email
> Navigation: Main Admin Page > Programs > Select Program > "Edit" Emails & Notification or click here
To preview and edit the content of any of the emails, select the edit icon to the right of the email description and you will see the following options:
- Enable or Disable the email by selecting the On/Off button on the left side of the email preview screen
- Test the email by entering the desired test email address and selecting the "Test" button
- Preview and/or Restore the email to Referral Rock's defaults by selecting Default Email > Preview / Restore
- Select "Edit" to edit the copy for the email. You may select "Preview" to return back to the preview screen to view your email copy in your email template.
Inside the email editor you may:
- Don't forget to Save to save your work!
Inside of the Email Editor, you will see the option to add pre-built sharing blocks into your emails. These sharing blocks allow your Members to share via social media, text and email directly from the emails they receive.
Chose from a list of pre-built templates to apply to all of your program emails. You may also choose to apply a template to each email individually when editing your email copy.
From this section, you may manage your template settings (header image, address, social media links, etc.) or create your own custom templates. Be sure to check out our Email Template Reference Guide when creating your own template.
Restore to Default
Referral Rock has made significant updates to all of our program emails. Because of this, you may wish to restore all program emails to recommended defaults. Please be sure to preview the default before choosing this option.