Program Editor

Member Portal

This article outlines the portal editor and walks you through how to customize the Member Portal for your referral program. If you are currently using Member Portal Classic, please first visit our Mi…

Meghan McEnry
Updated 2 months ago by Meghan McEnry

Migration from Member Portal Classic to the new Member Portal

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 a…

Tyra Earl
Updated 2 months ago by Tyra Earl

Member Messages

The Member Messages page in the Program Editor is where you will set the default messaging for social media posts, text messages, and emails that Members send through their sharing dashboard on the M…

Tyra Earl
Updated 9 months ago by Tyra Earl

Referral Page (Web Page Builder)

With Referral Rock’s new Referral Page builder, you can now create beautiful forms and landing pages to make a great first impression on your referrals. Still on our classic referral page? To preview…

Meghan McEnry
Updated 2 months ago by Meghan McEnry

Referral Page (Redirect)

The Redirect Referral capture option gives you the most control over what Referrals see when they click on Members' share links and social media posts It is also the most flexible option when integ...

Amber Liggett
Updated 1 year ago by Amber Liggett

Reward Rules

Customer referral programs are built on great reward offerings Customizing your reward settings lets you update what rewards are created for Members and Referrals In this article you will learn to ...

Amber Liggett
Updated 7 months ago by Amber Liggett

Emails & Notifications

Manage how you communicate with your Members and Referrals and any admin program notifications you and your team would like to receive from the Emails Notification page From this page you can enabl...

Meghan McEnry
Updated 9 months ago by Meghan McEnry

Additional Options

The Additional Options page within your program editor allows you to set up some of the more procedural pieces of your referral program This article covers activating your program and setting Membe...

Amber Liggett
Updated 2 months ago by Amber Liggett

Program Audit

Our automated program audit checks dozens of settings and best practices to help ensure that your referral program is setup for success, making it easier and faster to launch your referral programs.…

Meghan McEnry
Updated 1 year ago by Meghan McEnry

Registration Page (Classic)

The Registration Page is where advocates of your business register to become Members and is their first point of contact with your referral program This article takes you through creating a Registr...

Amber Liggett
Updated 10 months ago by Amber Liggett

Login and Reset Pages (Classic)

For a more personalized registration process editing the text on the login reset and registration pages can help tie your program to your brand by choosing text that makes the most sense to your cu...

Amber Liggett
Updated 10 months ago by Amber Liggett

Member Page (Classic)

Once a customer has registered and become a Member they are sent an email with information on how to access their Member Page The Member Page is a dashboard that Members can use to easily share you...

Amber Liggett
Updated 10 months ago by Amber Liggett

Referral Page (Overview)

The Referral Page is where you will determine where referrals will be directed once they click on a Member's unique Referral URL. This is your chance to showcase your business and make a first impres…

Tyra Earl
Updated 10 months ago by Tyra Earl

Referral Page (Classic Form)

With the Form Referral capture option you can capture Referral information in an easy to use customizable form The form option is ideal for businesses in need of a quote or contact form to follow u...

Amber Liggett
Updated 1 year ago by Amber Liggett

Referral Page (Classic Landing)

Choosing the Landing option leads Referrals to a single web page that will contain a call to action button This is ideal for businesses who want to create a page that has only one goal creating con...

Amber Liggett
Updated 1 year ago by Amber Liggett

Email Editor v2

We are delighted to announce Email Editor v2, a new email editor to improve your experience creating beautiful and effective emails. The new editor applies to all Program emails, email payouts, invit…

Tyra Earl
Updated 1 month ago by Tyra Earl

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