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
Table of Contents
- All Categories
- Integrate
- Member Registration
- On-Site Widget (Overlay)
On-Site Widget (Overlay)
Updated
by Tyra Earl
If you want your Referral Rock program to be front and center, add our On-Site Widget script to your site to get an always-visible referral button on the right side or bottom right corner of your page that launches your referral program when clicked.
On-Site Widget Benefits
- The button text and color can be customized to fit your brand.
- If a visitor on your site is not a member, the default view on the widget overlay is your program's registration page. If you have placed the widget overlay behind a customer login portal, you can set the script to automatically register the member using their email address or external ID using the
addmember
portion of the script. When the visitor clicks the button, they are automatically registered as a member and will be shown their Member Page to begin sharing. - If a member has already been registered to your program and your site knows their email address or external ID, the member can be automatically logged in to their embedded Member Portal 2.0 Share Block for easy access to their sharing options. Otherwise, the user will see your Registration page by default.If you are using Member Portal 2.0 Embed Experience, this method can be used to automatically Register and Login Members to allow access to the Share Block only.

Example of what the customer sees after clicking the button, when they are automatically registered:

Example of what the customer sees after clicking the button when they are NOT automatically registered. Note that an existing member can log in on the Registration Page by clicking "Already a Member?" under the Registration call to action.

Installing the On-Site Widget Script
You can find the On-Site Widget script in Settings > Integrations > Member Access > On-Site Widget script, or by clicking here. Add the entire script after your closing </body>
tag. To change the button color and button text, use the widgetcolor
and widgettext
settings respectively. In addition, you can toggle the widget position to the bottom right of the screen using "alternate" for the widgetposition
setting. The default position is the middle right of the page as seen above.
You can optionally add parameters if they are available on your page so that members can be automatically registered. If you use the email
and firstname
parameter, you will be able to register users automatically, without them needing to fill in a registration form. This can provide a nearly friction-less experience for new members of your referral program.
The table below shows an overview of the required and recommended parameters which you will need to adjust within your script in order for the button to properly display your program.
Required | Description |
programidentifier | The script works for a single program so you must select the program that you want members to be able to access. You can use the program's name, title, or the Referral Rock programID. |
Recommended | Description |
If you have the users' email address of the user accessible on the page already you can include the reference to that string here. This will allow users to be registered and logged in automatically instead of needing to enter their email address to sign up for your program. | |
firstname | If you want to sign members up right as they click the button and only have their email, you can substitute the email for first name with that setting in the script. That said, having members' first names is very important for future personalization of communication through the Referral Rock platform. |