Getting Started

​The Definitive Guide to Referral Rock

Are you looking for one article that has everything that you need to know about Referral Rock? Well you've come to the right spot!

Meghan McEnry
Updated 2 months ago by Meghan McEnry

Program Setup: Design Guide

This article will outline the image and text deliverables that you will need for the design of your referral program.

Meghan McEnry
Updated 3 months ago by Meghan McEnry

Admin Dashboard

Referral Rock's new and improved homepage dashboard makes it easy to understand the performance of your referral program(s).

Tyra Earl
Updated 3 months ago by Tyra Earl

Admin Navigation

This article will define the different admin menu options that you have once you have logged into your Referral Rock account.

Amber Liggett
Updated 3 months ago by Amber Liggett

New User Guide

Whether you’re taking over this project from a previous team member, or assisting with your program setup, this New User Guide will help you get started in a few simple steps.

Meghan McEnry
Updated 3 months ago by Meghan McEnry

Key Term Reference Guide

Use this short guide to learn about what referral marketing is, our key concepts, and the basics for how to setup, manage, integrate, and run a successful Referral Program.

Amber Liggett
Updated 3 months ago by Amber Liggett

Success Checklist Part 1: Technical Review

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

Amber Liggett
Updated 3 months ago by Amber Liggett

Success Checklist Part 2: Branding and Messaging

This checklist will help you create programs that reflect your company’s image and build trust with your Members and Referrals.

Amber Liggett
Updated 3 months ago by Amber Liggett

Video Library

Access all of Referral Rock's short product tutorial videos here!

Meghan McEnry
Updated 3 months ago by Meghan McEnry

Migration Checklist from old referral system to Referral Rock

When signing on as a new customer to Referral Rock, you will automatically receive a dedicated Customer Success Manager to help you onboard your new referral program. Sometimes, a little extra suppor…

Meghan McEnry
Updated 1 month ago by Meghan McEnry

Ambassador to Referral Rock: A Comprehensive Migration Guide

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 levera…

Meghan McEnry
Updated 4 weeks ago by Meghan McEnry

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