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
- Build Your Program
- Program Editor
- Migration from Member Portal Classic to the new Member Portal
Migration from Member Portal Classic to the new Member Portal
Updated
by Tyra Earl
Migrating from Member Portal Classic to the new Member Portal is very easy, but it's important to know what to expect when migrating to the new portal as well as the features that will and won't be available with the new version.
Once you migrate to the Member Portal, all of your existing member's dashboards will be transferred to the new member experience. The great news is, you can preview and edit the new portal before making the switch!
Below, we have a quick how-to guide, as well as a checklist, to ensure you are ready for migration. We do not recommend switching to the new portal until you have read through this article in it's entirety.
Member Portal Features
- A clean, modern dashboard that makes sharing and referral management a breeze
- Full language customization
- Separate tabs for Rewards and Referrals
- Easy to style to your brand
- Simple sharing experience
- Mobile and tablet responsive
- Ability to embed your program's Share Block on your website through an iFrame or widget
See a preview of the portal in this short video:
Migrating to the new Member Portal
How to Preview the Member Portal
When viewing your Member Page inside of the Program Editor, you will see the option to "Check it Out" to preview Member Portal. This will not change your live program settings.

After selecting "Check it out", you will be brought to the new Member Portal experience. From here, we recommend familiarizing yourself with the new layout and editing options.
Migration Checklist
Before you select "Switch to Member Portal 2.0", to make the transition to the new experience, make sure that you have done the following in Preview mode:
- Confirmed your brand/accent color and logo under Branding
- Edited the copy and image under the "Share" section
- Turned on/off your desired settings for each of the portal pages
- Added your Terms & Conditions (if applicable)
- Read through the list below of feature parity from Member Page Classic (reminder: not all features are available in 2.0!)
Switching to Live Member Portal
Once the Member Portal is built out to your liking, select "Switch to Member Portal 2.0" to immediately change the member experience to the new portal for all existing members. All member referral codes and login information will remain the same.

Features Not Available in the new Member Portal
- Toggleable SSO (SSO is always enabled on Member Portal 2.0)
- SSO position changes (SSO is always placed below the Registration/Login form for Member Portal 2.0)
- Customizable social sharing icons
- Advanced HTML/CSS/JavaScript inject