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You may have noticed some changes to our terminology here at Referral Rock. We made a number of changes throughout the software to make it easier for you to navigate the software. We feel the new language makes much better sense than the old language.

We knew we had it right, once we were using the new terminology in demos and there was a lot less time clarifying concepts/lingo.

1.  Campaigns -> Programs

Campaigns will now be referred to as “Programs”.  Typically campaigns have an end date.  Programs are meant to run all the time.   A “Referral Program” was the most commonly used term for what we do (based on what the volume of Google searches are), so we decided to rename “Campaign” to “Program”


2.  Referrers -> Members

What we used to awkwardly call the “Referrers” ( existing customers/ people doing the referring) will now be “Members”.  Members are joining your “Program” (see how nicely that works together) to refer your business to friends and family through your program.

3.  Conversions/Leads -> Referrals

Those friends and family members that were referred, we previously labeled as Conversions (for the web) and Leads will now be called “Referrals”.  Previously we had a lot of confusion with the differences between leads and conversions, especially when we had Referral Rock customers who had referrals coming in from their own website and our forms.

With the convergence of conversions and leads to referrals, we also felt it was necessary to change the statuses as well:

Open -> Pending
Closed -> Approved
Dead -> Denied


4.  Reward Statuses

This change wasn’t necessary, but while we were making language changes we made this one as well.   Rewards are considered to be either Open or Issued. Once a reward is distributed, you can mark them as “Issued” through the Rewards tab.

Open -> Pending
Complete -> Issued

pending and issued

Overall we felt the language changes make a lot of sense.  It was important to us to make sure there was a consistent understanding of these concepts as they are the key building blocks of our service.

Also, all your existing data has been safely tested and converted on the site.  If you believe there is an issue, don’t hesitate to contact us and we’ll check it out right away! View the last product update.


Posted by Megan Mosley

Megan Mosley is a writer for Referral Rock. You can find her poking around online or tweeting about marketing, small businesses, SEO, or even sharing funny memes. She is addicted to coffee and uses it as a fuel to keep her going through the day.