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
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
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.
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.
Event Log is showing conversions but metadata is missing or incorrect.
Metadata is not correctly mapped to parameters.
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.