Table of Contents

Success Checklist Part 1: Technical Review

Amber Liggett Updated by Amber Liggett

Throughout Referral Rock you can configure elements at both the program and account level. At each level there are some critical items that you should be aware of and check as they are crucial for your program’s success.

This checklist will help you ensure your referral program is configured and ready to capture referrals for your business.

Account Setup

1. Have you setup your admin notifications?

You need to set up an email to receive all notifications from all of your referral programs. You can set up multiple emails, so if you aren’t the one managing the program, make sure everyone else is included. All of your notifications are listed here. Important notification emails sent to this address include:

  • Low balance warning for payouts
  • Insufficient funds in payout account
  • Fraud alerts 
  • Member limit warning
  • Member limit reached

2. Did you set up payouts?

Payouts are the mechanism for distributing your rewards. Make sure you create the correct payouts for your program. This way, you know exactly how to handle rewards once members earn them. Referral Rock makes this process easy by supporting multiple options  to issue rewards including: gift cards, PayPal, manual, and email. If you haven’t created a payout yet, you won’t be able to issue rewards to your members. Learn how to set up payouts

Program Editor

The Program Editor lets you easily create each of your referral programs from one interface. The Program Editor includes three key pages: Member Portal, Referral, and Reward Rules. Each of these pages is specific to that program. Carefully check these items and make sure they are properly configured.

1. Have you defined your registration process?

Think about  the ideal workflow for your program registration.

Is the registration process to be self-service or requested approval? 

Pre-approved Members and Registration rules such as Request Approval are available on Member Portal Classic only.

With Referral Rock, you can select if members are automatically enrolled in the program once they sign up on the Registration page with self-service registration. This means that anyone who signs up will automatically become a new Member and be brought to their Member page where they can start sharing.

Alternatively, you could use the request approval option if you would rather first approve new Members before allowing them to into the program. If you choose this option, you’ll get an email notification for all new Member requests (just make sure your notifications are set up correctly). Learn how to set up the registration process.

2. How are you capturing referrals?

Option 1:  On your website or a website/landing page using or outside of Referral Rock.

If you are tracking referrals on your own site, check if the Referral Rock integration scripts have been installed.  If you are using a landing page to capture the referrals or redirecting them to an external website, you need to track those conversions by placing a Referral Rock integration script on the desired confirmation page.

Find your integration scripts in Settings > Integrations on your admin dashboard or by clicking here. Install the integration scripts to start tracking new referrals. 

Are your referrals going to the right website? You need to make sure the URL goes to a compelling page where referrals can convert into new customers. Learn more about capturing referrals through our integration scripts.

Option 2: On the Referral Rock Referral page (using the Form option).

Have you configured your admin confirmation email?  Make sure to set up a confirmation email to be notified when a new Referral is created. This way, you'll have more control over the referral program in order to optimize it and make it more effective. You can have these emails forwarded to a sales or leads inbox for them to be turned into new business. Learn how to manage your emails and notifications.

3. Is a code displayed for your Referrals?

Make sure you check to see if a code or coupon is displayed on the Referral page as this will tie the Referral to the Member.

If a new customer contacts you directly via phone or if they walk into your store, you'll want to know how they found you. Make sure the Referral code is displayed on the Referral page and that they know to present it to you before they can get their discount or other reward. This is how you will know where this Referral came from. You can display a single code, specific to each member, or a static code that is the same for everyone. Referral Rock also allows you to use ‘printable coupons’ if you want the Referrals to redeem the coupon by bringing it directly to your store.

4. Did you configure the rewards in your program?

The Reward Trigger

A reward is created based on the Referral activity within a specific program. There are several possible options depending on when and how you want to reward members.  For example, you can offer different rewards at different tiers and stages throughout your sales process.

Review Your Reward Payout Rules

  • Default Payout:  For each reward, you’ll need to select a default payout from the list of options that you set up at the beginning of this checklist.  
  • Payout Timing:  Next, you need to determine when your rewards are eligible to send. Do you want to send the rewards instantly or require that you approve them first?  Delaying the sending of your rewards is a great way to manage cash flow and prevent fraud.

5. Are your fraud settings in place?

Check to see if your fraud settings are in place. As soon as you create a new program, Referral Rock will have the suggested fraud settings turned on by default. This means that self referrals will be blocked, previous referrals with the same email will be blocked, and previous referrals by an external ID (receipt number, order number, etc.) will be blocked. Once a Referral is blocked you’ll be sent a notification to your admin notification email address(es) with the details of the blocked person.

If you wish to change these settings, you will need to edit your fraud settings in your program editor under Additional Options. Each program has its own fraud settings. You can view all fraud events here.

6. Are your external integrations set up?

Make sure you have all your 3rd party integrations set up properly using Zapier or our API.

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Key Term Reference Guide

Success Checklist Part 2: Branding and Messaging