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
- Referral Capture & Update
- Referral Update (JavaScript)
Referral Update (JavaScript)
What is the Referral Update Script?
The Referral Update Script is used when your sales process has more than one step and you want to track referrals as they move through each steps. Just like the Conversion Tracking Script, the Referral Update Script fires on page load and should be placed on the page that signifies an update has occurred. The Referral Update Script is used to do one or more of the following:
- Update the status of a Referral to Qualified or Approved after they complete a new step in your process
- Add additional information to an existing Referral record, as it becomes available
For example, the Referral Update Script could be used to do the following:
- Update the status of an existing referral from pending to approved when they sign up for a paid subscription following a free trial
- Set the amount when an existing referral upgrades their account
The Referral Update Script requires a referral key. The referral key is a parameter that tells Referral Rock which referral to update. For instance, if you set the referral's email address during initial conversion with the Conversion Tracking Script, you would then be able to use the referralkey_email parameter in the Referral Update Script.
1. Email Address (referralkey_email) - the most common method, as email address is ubiquitous as a unique identifier in many online systems
2. External Identifier (referralkey_externalid) - an id that you set that uniquely identifies the user within your system (UUID, username, etc.)
3. Internal Identifier (referralkey_id) - a unique identifier that is created by Referral Rock during initial conversion.
How to setup the Referral Update Script on your website
- Go to Settings > Integrations then select Referral Update Script or click here.
- Copy the code in the grey box and paste it into the HTML of the update page right before the closing
</body>
tag. If you do not have access to the HTML on your platform, look for a setting or plugin to install '3rd-party tracking scripts', '3rd-party JavaScript', or 'custom JavaScript'. - Configure the referral key and set any new parameters to the merge tags, placeholder names, or JavaScript variable values on your site. To update the status, add one of the following as the value of the status parameter, depending on the status that loading this page represents: "qualified", "approved", or "denied".
Testing your Integration Scripts
Once you have completed the integration scripts installation, we recommend you test them in order to ensure they are working correctly and you are pulling all the necessary Referral information.
The Integration Event Log
The Integration Event Log is a great place to make sure that referrals and their information is being captured properly. Using the Event Log, you can view a list of all the integration events that are associated with your Referral Rock account. When you select details, you are able to view all the data being passed by the integration scripts and confirm that the desired parameters are being passed correctly.
Troubleshooting
Using the Integration Event Log, you can confirm you are tracking conversions properly. However, if you check out your Event log and notice it is missing or pulling incorrect data, you might be making one of these common mistakes:
What Is Happening | What Causes It | How to Fix It |
No events under 'List All' in the Event Log. | Integration Script is not firing. | Ensure the script is installed on the correct page. Ensure that your website allows the use of 3rd-party JavaScript. Ensure there are no JavaScript errors using the console in the developer menu of your browser (Chrome Link & Firefox Link). |
Event Log is showing conversions but metadata is missing or incorrect. | Metadata is not correctly mapped to parameters. | Ensure your script does not contain any placeholder information (like firstname: "George", lastname: "Washington"). Ensure your parameters are using site specific placeholders/merge tags or JavaScript references to on-page information. Ensure your parameters are strings. |
Event Log is showing: Info - No Tracking ID. | User did not go through a referral link before conversion. | This happens when the conversion script fires but the user does not have a Referral Rock cookie from a member on their browser. If you are testing conversion tracking, ensure that you click through a live member's referral link. This can also happen if users switch devices, as member cookies are device specific. |