Customer Success Services
Our team is here to support you in building, launching, and optimizing your referral and affiliate programs.
Types of Services
Three levels of service to fit your needs at the right time
Product Support
Chat with our support team to solve any immediate issues. Access a library of easy-to-search educational resources.
All Plans
Concierge Onboarding
1 on 1 onboarding with an onboarding specialist to design, integrate, launch, and optimize your first program.
Annual Plan or One-time Fee ($800)
Dedicated Success Manager
Structured check-ins with a dedicated account manager for ongoing improvements.
Established Business or Enterprise Plan
Product Support
Get the fastest response to your requests
Requirements:
- Paid plan (all customers)
What's included?
- Chat support during business hours (US East Coast)
- Async video troubleshooting
- Product Support Center and Integration Docs
- Product education through webinars and video guides
Concierge Onboarding
Work with a specialist to help you plan, integrate, and launch your first program
Requirements:
- Annual Payment or One-time Onboarding Fee ($800)
- Completed Readiness Checklist
What's included?
- 60-day onboarding for 1 program
- Onboarding specialist working directly with you
- Technical integration assistance
Onboarding Phases
Phase 1: Design
- Project planning
- Program structure
- Best practice recommendations
Phase 2: Connect
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System Integrations
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Technical troubleshooting
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Testing and verification
Phase 3: Launch
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Final program audit
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Pre-launch checklist
- Promotion strategy
Phase 4: Optimize
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Review launch results
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Program improvements
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Automation suggestions
Onboarding FAQs
Your Onboarding Specialist will help you set up one (1) program. If you have access to a Success Manager, they will help you set up multiple programs.
Access is guaranteed during the first sixty (60) calendar days from purchase for accounts that qualify.
You’ll always be supported, but the first point of contact will be done through product support.
If on an Established Business or Enterprise plan, you’ll now be introduced to your Success Manager.
Your Onboarding Specialist may not be readily available depending on the number of assigned accounts going through onboarding.
For more immediate assistance, use our in-app chat.
If you enjoyed working with a dedicated point of contact, consider upgrading to our Established Business plan.
Dedicated Success Manager
Single point of contact who knows your account history
Requirements:
- Established Business or Enterprise Plan
What's included?
- Ongoing program audits
- Structured check-ins
- Guided onboarding additional programs
Out of Scope
Referral Rock will advise and provide recommendations on the following items based on your level of support.
No custom work.
Referral Rock offers software + services, but we are not a managed service solution. It is your responsibility to set up, integrate, launch, and manage your own programs. The following items are not included in our service offering:
• Custom development or additional coding
• Custom design, image creation, or copywriting
• Data migration
No account changes.
Referral Rock staff will not make changes to your account or program on your behalf. We can provide assistance, but you will need to implement any changes. For example, we will not:
• Add new users
• Reset passwords
• Change your plan or cancel your account
No communication with unauthorized users.
To protect access to accounts, our team can only assist register users. All users must be registered within your Referral Rock account with the appropriate roles and permissions assigned by the account admins.
For more information, see our knowledge articles about adding new team members and team roles and permissions.
Cannot access non-Referral Rock systems.
To protect access to your non-Referral Rock systems and data, we are unable to accept access or login credentials to your other third-party systems or passwords. Please do not invite anyone on the customer success or support teams to your external accounts or share any of your passwords.
Our team is happy to help with troubleshooting and can assist with live screen shares, but we cannot access your non-Referral Rock accounts directly.