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Ambassador to Referral Rock: A Comprehensive Migration Guide

Meghan McEnry Updated by Meghan McEnry

Ambassador is shutting down and you need a new home. Here's a suggested migration plan to easily get from Ambassador to Referral Rock. 

And be sure to reference our extensive Knowledge Base and leverage our excellent Customer Success Team to make your migration experience as seamless as possible. 

If you are not yet a Referral Rock customer, click here to get a free consultation!

Terminology Comparison

Learning a new software can sometimes feel a lot like learning a foreign language. Here's a quick rundown of the basic terminology to help familiarize you with the Referral Rock platform.

Ambassador

Referral Rock

Campaign

Program

Ambassador

Member

Commission

Reward

Commission Structure

Reward Rules

Ambassador Portal: one ambassador to many campaigns

Member Portal: one member to one program

A more comprehensive list is located at the bottom of this guide

Audit your Ambassador Campaign

Let’s figure out what worked and what didn’t. What can we improve upon to make your referral program even more effective going forward? 

  1. Work with our team to determine if there are Referral Rock features that can get you better results
    1. For example, are getting new members a problem? Let’s set up our Member Invite Automation to automatically send a program invitation once someone reaches a certain milestone in your sales process. 
  2. If there are any gaps between how your Ambassador program ran versus Referral Rock’s capabilities, we will work with you to sort them out. We can often find a comparable (or even better) solution! 

Migrating your Campaign to your Program

Now that we have a strategy in place, let’s begin moving your previous campaign over to a Referral Rock program

  1. Start by copying and pasting all images and copy to the appropriate sections in our Program Editor. Reference our Design Guide for all image dimensions.
  2. Add your reward logic to the reward rules section of your program
  3. Setup email copy for program emails that you intended to use

Setup External Integrations 

Do you have any external integrations that you will want to connect to Referral Rock? Perhaps a landing page to collect referrals, or a CRM system, like Salesforce or HubSpot for referral updates? 

  1. Identify which external systems will connect with Referral Rock
  2. Determine the integration method (conversion pixel, API, Zapier) 
  3. Then, work with our team to design a phased integration plan to automate your program over time.
Optionally, Referral Rock works out of the box with no integrations required. If you wish to launch quickly, we can set up and launch immediately with a more manual program.

Migrate your Data (Optional) and Relaunch Strategy

Will you be starting from scratch with members and referrals, or do you wish to move your data from Ambassador to Referral Rock? 

  1. Determine whether or not to import your previous ambassadors and referrals to Referral Rock. Then, we can help you setup an invite email campaign, inviting members to join with their new referral URL.
  2. If you do want to move your ambassadors to Referral Rock, also consider if you want to include importing in past referrals, and even rewards. Imports can be tricky but that's where our team can help!

Relaunch!

  1. Now that you're ready to go live you'll want to send a campaign out to your existing list to tell them how to register or tell them what their new link is... both options can be accomplished directly from the Referral Rock platform!
  2. Are you able to setup a redirect from your old Ambassador URLs to Referral Rock? Redirect to us so old bookmarked URLs will automatically take them to the right place
  3. And don't forget to plan out a follow-up email campaign to catch people that may have missed the first one! 
Our team is here to help make the migration process a simple one. However, extensive migration support may require an additional one-time migration fee. Estimated time of completion for all large migration projects is dependent on scope and availability of our team.

Terminology Comparison

Learning a new software can sometimes feel a lot like learning a foreign language. Here's a quick rundown of terminology to help familiarize you with the Referral Rock platform.

Ambassador

Referral Rock

Campaign

Program

Ambassador

Member

Commission

Reward

Commission Structure

Reward Rules

Ambassador Portal: one ambassador to many campaigns

Member Portal: one member to one program

Campaign Link

Member Referral URL

Prospects

Potential Invites

Multi-Tier Commissions

Rewarding for different referral statuses (Pending, Qualified, Approved)

Contact UID

External ID

Landing Page

Referral Page

Portal Share Messaging

Member Messages

If you are not yet a Referral Rock customer, click here to get a free consultation!

How did we do?

Migration Checklist from old referral system to Referral Rock

Contact