October 2018: Best Practices, Better Management, and Improved Performance

This month, we focused on best practices, better management, and improved performance. Read about how we help you achieve all these for your referral program.

Updated September 11, 2020

5 minute read



Best practices done for you (right in the platform)

Don’t run underperforming referral programs. Referral programs are more complicated than they seem and it’s important to make sure you’re putting your best foot forward.

We’ve taken all of our learnings and created two key product updates to help ensure you’re building the best referral programs.

Automated program audits

Every program now has an automated referral audit built-in. This allows you to get real-time feedback on best practices and ensure that your program is correctly configured. This automated guidance along with help from your customer success manager will help you create high performing referral programs.

Check out your program audits found in your Program List or in your program details.

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Real-time audits and recommendations of all your programs

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Access your audit from the program details page

Each audit will give you a high-level summary of your program broken out into two major categories:

  • Suggestions: Recommendations to improve program engagement and referral conversion. For example, we’ll advise you to enable the member registration reminder email to improve ongoing member engagement or embed sharing options directly into member emails to increase sharing if these best practices aren’t being used.
  • Warnings: Key configurations and setting issues that could impact usability or program management. For example, we’ll warn you if you’re sending too many emails or if your reward settings are inconsistent.

Your audit provides actionable recommendations tailored to your specific referral program. Be sure to check them out on a regular basis, as we continue to add new audit rules and features to drive even better results.

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Actionable recommendations for your specific program

You can then drill into each component of your audit to fix or ignore the issue, based on your preferences and whether you feel it is relevant to you. Once addressed, your audit is updated in real-time so you’re always working with relevant recommendations.

Explore our knowledge base for more information and start diving into your program audits.

Program Builder Wizard

The perfect compliment to your program audit is our new Program Wizard, which builds in best practices from the very beginning. Check out our new Wizard by adding a new program from your Program List page.

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The Program Wizard is very easy to use. You’ll be asked a few questions when you create a new program. Based on your answers, we’ll automatically populate your program with pre-drafted messages, program pages, images, email templates, and other key settings. Start building your next program.

Better management and tracking

Not only is it easier to build better referral programs, we’ve also simplified program management and added new tracking and attribution features.

Fraud logging and new fraud rules

With every incentive-based program, fraud is an obvious concern.  Our new fraud features make it easier to monitor and prevent bad and misinformed actors.

We’ve always taken fraud prevention very seriously and have added several key features to improve detection and provide greater visibility on fraudulent activity.

Review your potential fraud activity to see if your program is experiencing fraudulent behavior. If you’re concerned about fraud, consider updating your fraud rules with tougher fraud detection rules.

You can view your potential fraud activity regardless of your fraud settings. This helps you know what you should set your settings to.

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Review all referrals for potential fraud

The Fraud Review page gives you visibility into what referrals are being blocked and allowed so that you can continue to optimize and update your fraud settings. Check out our knowledge base to learn how you can start actively managing fraud.

In addition to better visibility and reporting, we’ve enhanced our fraud detection rules to give you greater control over which referrals you allow. Block fraudulent referrals from:

  • Self-referrals (added additional options to block by IP Address and Cookie) to prevent people from referring themselves
  • Referrals coming from blacklisted coupon or affiliate code aggregation sites

Don’t worry if not all of your fraud rules are set, there is an audit rule to make sure you have the recommended fraud settings enable. See all available fraud rules in our knowledge base to learn more about the different prevention options.

Tracking and attribution

See where your members and referrals are coming from so you can better market to them. We continue to get asked for more tracking and attribution data. We’re excited to announce that we’ve added several key attribution fields for both members and referrals including:

  • UTM source (Facebook, Twitter, etc)
  • UTM medium
  • UTM campaign
  • Browser referral URL

You can now track your members and referrals based on UTM information to align your data with Google Analytics.

Find your attribution data with member segments on your Member Page or dive into a specific member or Referral Profile Page. This is the first step in creating more powerful analytics and tracking tools.

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Filter members by attribution data

Improved security and performance

Run faster, more secure referral programs. We’ve always focused on security and performance and we continue to level up our infrastructure and built new functionality to make your programs faster and more secure.

Our latest batch of improvements include:

  • Backend infrastructure and server improvements to make the software faster and more scalable
  • Additional security audits to further protect your data

We’ve also formally joined the EU-US Privacy Shield Framework to demonstrate our commitment to your privacy and protection of your data. In case you missed our earlier announcement, check out how to be compliant with Referral Rock and GDPR.

Wrapping up

It’s been a while since our last public update, but we’ve been very busy growing the team and product. Our new commitment is to release more frequent product updates versus just releasing features silently and continuing to roll. We’ve had a number of new product updates, which are available for you to check out.

Watch referrals roll in automatically instead of hoping they magically appearFind out how
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