Unbounce

Integrating Referral Rock with your Unbounce form is quick and easy! Here you will learn how to integrate your Unbounce form with Referral Rock for Referral Conversion using 2 methods.

Conversion Script

Unbounce

  1. In Unbounce, create your desired form.
  2. Create a landing page that will act as a Thank You / Confirmation Page
  3. Determine what Fields of the form you'd like to pass to Referral Rock. We can capture the Referral using one of three required fields: email, external ID, and internal ID. Email is usually used and will be highlighted in these steps. We recommend passing over email address, first name, and last name at least. Note the parameter name as highlighted below.
  4. Navigate to your Form's Form Confirmation setting and set it to Go to another webpage. Enter the URL of the location of the Thank-You Page you created in step 2. Check Append form data to URL. These parameters should automatically be added to your Redirect URL when the form is submitted.
  5. Place the Script from the steps below on the landing page you are using as your Thank-You page.

Referral Rock

In Referral Rock, we need to first adjust the Referral Page to redirect to your Unbounce form. Then, we need to add a Conversion Script to the Thank-You landing page you built in Unbounce.

Set up Referral Redirect
  1. Navigate to your Program Editor > Referral Page.
  2. Select Redirect option.
  3. Enter the URL to the page where your Unbounce Form is hosted.
Conversion Script

In order for Referral Rock to receive the information from Unbounce, we must add a tracking script to the Thank-You page which can grab the URL parameters.

  1. Navigate to your Settings > Integrations and select Conversion Script or click here.
  2. Under Script Type, select Detailed. Copy the script.
  3. Carefully remove the information you do not need to pass to Referral Rock. You will be using the parameters ending in _param_name.
  4. Within the quotes, insert the field name of the parameters from Unbounce - Step 3. Example is below. If you choose to copy the example, ensure you replace "yoursite" with the proper name which can be found in the Conversion Script in Step 1. Your parameter names (email, first_name, last_name) may differ from the example below.
    1. If you would like to add additional parameters to send to Referral Rock, you may can map them in the script below. Example: if you would like to send Phone Number, you can see Referral's Rock's parameter for this is "phone". This may vary, but let's assume Unbounce's parameter is "phone_number". You would then add a comma after "last_name" in the below example script, and add phone_param_name: "phone_number"
<script type = "text/javascript" >
window.rrSpace = (rrSettingsConversion = {
debug: "false",
parameters: {
email_param_name: "email",
firstname_param_name: "first_name",
lastname_param_name: "last_name"
}
});
(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','//yoursite.referralrock.com/webpixel/beta/universalv03.js');
</script>
  1. Place the script on the Thank-You Unbounce Landing page.

Conversion Redirect

Unbounce

  1. In Unbounce, create your desired form.
  2. Create a landing page that will act as a Thank You / Confirmation Page
  3. Determine what Fields of the form you'd like to pass to Referral Rock. We can capture the Referral using one of three required fields: email, external ID, and internal ID. Email is usually used and will be highlighted in these steps. We recommend passing over email address, first name, and last name at least. Note the parameter name as highlighted below.
  4. Navigate to your Form's Form Confirmation setting and set it to Go to another webpage. Enter the URL of the location of the Thank-You Page you created in step 2. Check Append form data to URL. These parameters should automatically be added to your Redirect URL when the form is submitted.
  5. Continue to the next steps to gather your Conversion Redirect URL from Referral Rock, which will be placed here in Unbounce.

Referral Rock

In Referral Rock, we need to first adjust the Referral Page to redirect to your Unbounce form. Then we need to build the Conversion Redirect URL to place in Unbounce.

Set up Referral Redirect
  1. Navigate to your Program Editor > Referral Page.
  2. Select Redirect option.
  3. Enter the URL to the page where your Unbounce Form is hosted.
Build Conversion Redirect URL
  1. Navigate to Settings > Integrations > Conversion Redirect under Conversion Tracking
  2. First, let's set up your confirmation conversion page. This will look like the following: https://yoursitename.referralrock.com/confirm
  3. To include information to store with the referral, put a ? at the end and then add any of the following optional parameters and match them to available user information fields in your form, e-commerce, or other software. Each parameter past the first is separated by &. While all parameters are optional, we do highly recommend including at least some of the key parameters if they are available.
    1. Referral Conversion Parameters:

      Key Parameters

      Description

      overrideconfirmredirecturl 

      Sets where a user is sent after referral capture

      externalidentifier

      Something unique to each customer, like a customer# or order#

      firstname

      The referral's first name

      lastname 

      The referral's last name

      fullname

      The referral's full name, separated by spaces

      email

      The referral's email address

      amount

      The referral's order or purchase amount

    2. You can also add the following additional optional parameters:
      companyname- Company Name 
      referralcode - Can set to a member referral code, you can set to “TESTID” for testing 
      phone - Passed as customer’s phone number 
      note - Passed as any note or other information you want to see tied to the Referral 
      publicnote - Passed as any note that you want to be publicly tied to the Referral 
      preferredcontact - Passed as the customer’s selected preferred contact method 
      customoption1name - Passed as a custom option 1 name 
      customoption2name - Passed as a custom option 2 name 
      customtext1name - Passed as a custom text 1 name 
      customtext2name - Passed as a custom text 2 name 
      customtext3name - Passed as a custom text 3 name 
      customoption1value - Passed as a custom value tied to customoption1name 
      customoption2value- Passed as a custom value tied to customoption2name 
      customtext1value- Passed as a custom value tied to customtext1name 
      customtext2value- Passed as a custom value tied to customtext2name 
      customtext3value - Passed as a custom value tied to customtext3name
  4. Your link should look something like the following, with placeholders matching your form, e-commerce, or other software's placeholders. https://yoursitename.referralrock.com/confirm?overrideconfirmredirecturl=yourthankyoupage.com&fullname=Unbounceplaceholder&email=Unbounceplaceholder
  5. Now that you have your custom confirm URL with parameters, you will need to set it as your Unbounce Form's Form Confirmation URL.
Setting Up Your Redirect URL After Confirm

Referral Rock sends users to wherever you want after their information is captured as a referral. This redirect happens almost instantaneously and users simply see a blank page for a split second before ending up on your selected URL. If you included the overrideconfirmredirecturl parameter in your confirm URL above, users will be directed to that URL. For most use cases this is unnecessary as you can set a site-wide redirect URL that will work for all of your programs.

To set up your site-wide redirect URL, scroll down to the Redirect URL box in the Conversion Redirect settings. Add your desired redirect URL to the box.

Keep in mind that the overrideconfirmredirecturl parameter in the confirm URL, if used, will always override the redirect URL entered in this box.

You can also add Referral Merge Tags from Referral Rock so that you can pass referral information on to your final redirect URL.

If you want to pass information through the confirm page and onto the final page for everyone, it's better to use the overrideconfirmredirecturl parameter and add the desired information onto the end of the URL in that parameter.


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