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 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
addmemberportion 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.
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
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
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.
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.
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.
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.