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
- External Integrations
- Caldera Forms
Caldera Forms
Caldera Forms is a great way to have beautiful and responsive forms on your WordPress website. They also integrate perfectly with Referral Rock!
Setting up the Referral Redirect Page
- Navigate to Program Editor > Share or click here
- Under Referral Destination, select Change Destination
- Make sure the Webpage Redirect option is selected and enter the URL to the page where your Caldera Form is hosted.

Referral Conversion Tracking in Caldera Forms
The next step in setting up Referral Rock to work with Caldera Forms is tracking conversions on your form. This will tell us which referral filled out the form, which member sent them, and any information we choose to send back from the form submission to Referral Rock.
Confirm Page With Redirect
In our testing, we've found that the confirm page with redirect option for conversion tracking works great with Caldera Forms. In this scenario, we will redirect users from your Caldera Form to a Referral Rock page and then on to a final destination. The trick is appending the form submissions onto the end of the URL from Caldera Forms in a way that the Referral Rock page can pick them up.
Step 1: Set your Referral Rock confirm page with redirect settings. You'll need to log in to Referral Rock to do this.
- Navigate to this link and scroll down to the section titled Redirect URL.
- In the box, enter the URL you want users to end up on after they submit the form. Generally this is your home page or a custom landing page or thank you page.
- Next, copy the URL under the Confirmation Page section at the top for use in the next step.
Step 2: Set up your Caldera Forms Redirect Processor. More details on setting up the redirect can be found here.
- On your WordPress Admin Dashboard, click Caldera Forms.
- Click edit under your referral form.
- Click Processors on the top menu.
- Click Add Processor and select a Redirect processor.
- Add your Confirmation Page URL from step 1.
- At the end of the URL, add a '?' and then each parameter's name followed by '=' and then the field value from the drop down menu. Between each parameter, add a '&'. See the example URL below.

https://yoursite.referralrock.com/confirm/?firstname=%first_name%&lastname=%last_name%&email=%email_address%
Key Parameters
- externalidentifier - Typically something unique to the customer like customer/order number
- firstname - Passed as customer’s first name
- lastname - Passed as customer’s last name
- fullname - Full name can be sent as one field and will try to be parsed into first and last name, it’s preferred to use the separate first and last name fields
- email - Passed as an email address
- amount- Passed order amount/total
Additional Parameters
- companyname - company name
- referralcode - Can set to a member referral code, you can set to “TESTID” for testing
- phone - Passed as customer’s phone number
- note- Passed as any note or other information you want to see tied to the Referral
- publicnote - Passed as any note that you want to be publicly tied to the Referral
- preferredcontact - Passed as the customer’s selected preferred contact method
- customoption1name - Passed as a custom option 1 name
- customoption2name - Passed as a custom option 2 name
- customtext1name - Passed as a custom text 1 name
- customtext2name - Passed as a custom text 2 name
- customtext3name- Passed as a custom text 3 name
- customoption1value - Passed as a custom value tied to customoption1name
- customoption2value - Passed as a custom value tied to customoption2name
- customtext1value - Passed as a custom value tied to customtext1name
- customtext2value - Passed as a custom value tied to customtext2name
- customtext3value - Passed as a custom value tied to customtext3name