Every Referral Rock feature,
in one place
Customer referral, brand ambassador, and affiliate programs on a single platform, with the tracking, rewards, and integrations to run them properly.
Program Setup
Customer referral, brand ambassador, and affiliate programs run from a single account. A guided setup wizard and visual builder let marketers launch without engineering resources.
Core refer-a-friend functionality: customers share a unique link and earn rewards when someone they referred becomes a customer. Works for B2B and B2C, transactional and subscription businesses.
Run brand ambassador and affiliate programs alongside your referral program on the same platform. No separate tool needed as your strategy expands from one program type to three.
A marketer can launch a program without engineering resources. A visual page builder and no-code reward rules give marketers direct control over the program from day one.
Every plan includes a named program advisor who co-pilots setup from reward design through launch. Dedicated onboarding, not just access to a help center.
Program Engagement
Tools for getting members into the program and keeping them active. Covers invite email sequences, frontline recruiter enrollment, member access links for your existing email tools, program QR codes, and automated member enrollment.
Automated invite, notification, reward, and re-engagement emails run natively based on member events. Sequences fire at the right moment during the member lifecycle without manual list management.
Sales reps or field teams get their own portal and unique link to actively enroll customers on the spot. Each enrollment is credited to the rep who referred them.
Generate personalized member access links and send them through your existing email platform. Program QR codes are also available for in-store signage, print, and packaging.
When a contact qualifies in HubSpot, Salesforce, Zapier, or via API, they are automatically added to your referral program and queued for invite emails. Works with imported customer lists too, so existing contacts can be enrolled in bulk.
Import or update members, referrals, customers, and coupons via CSV. Useful for migrating from another tool, loading an existing customer list, or uploading coupon batches without API access.
Member Experience
The member portal gives members a branded place to access their share link, track referrals, and view rewards. Passwordless login, multi-channel sharing, and personal QR codes keep the experience friction-free for first-time and repeat sharers.
Every member gets a personal dashboard where they can access their share link, check referral statuses, and view reward balances. Supports custom domains.
Each member gets a unique share link they can send by email, post on social, or share via SMS and direct link. Their portal also includes a personal QR code for face-to-face and offline sharing.
Send targeted emails to specific member segments on demand. Re-engage members who have not shared recently, announce a new reward, or promote a limited-time push. Separate from the automated lifecycle sequences.
Members sign in via a one-click email link or single-tap SSO through Google, Facebook, Apple, or Microsoft. No password to create or forget.
Members access share links without logging in, reducing friction for passive or one-time sharers. Useful when you want sharing to happen in one tap from an email or receipt.
Members receive automated emails when a referral changes status and when they earn a reward. A monthly stats summary shows each member their referral count, reward totals, and sharing activity, keeping members informed and bringing them back without requiring a login.
Member-facing pages, portals, and invite emails can be configured in any language by editing the copy directly. Works for teams that manage translated copy manually or run separate programs per language.
Program & Reward Management
Rewards fire at any funnel stage, not just checkout. Tiers, recurring commissions, two-sided payouts, and multiple payout types give programs the flexibility to match most B2B and consumer reward structures.
Sort, filter, and update members, referrals, and rewards from a browser or phone. The admin interface is built for both desktop and mobile, so program management is not tied to a desk.
Run a separate program for each franchise, branch, or brand under one account. Each program has its own rewards, reporting, and team access, managed from a single admin dashboard.
Rewards fire when a referral reaches any CRM stage or custom event. That includes form submissions, appointments, Closed Won, or subscription renewals. Not limited to checkout. Required for B2B and service businesses.
Configure tiered milestone rewards, first-referral bump rewards, and multi-event triggers. Advocates earn progressively better rewards as they refer more, which sustains participation beyond a single share.
Reward both the referring member and the new customer in the same program. The referrer earns their standard reward; the referred friend gets a discount, credit, or gift at the moment of conversion.
Native support for global gift cards via Tango, PayPal, Wise, store credit, coupons, and custom reward types. Choose by program, or let advocates select their preferred payout. No markup on payouts. You pay only what the provider charges directly.
Rewards that repeat on every subscription renewal. Useful for SaaS and membership programs running affiliate or partner programs where rewarding lifetime value matters.
Referral Tracking & Integrations
Referrals are tracked with a first-party method that does not rely on third-party cookies. 50-plus native connectors, a REST API, and webhooks connect program data to the rest of your stack.
Referrals are recorded through hosted referral pages and capture forms, not only tracked link clicks. A referral gets attributed even when the friend visits directly rather than through a shared link.
Attributes referrals without relying on third-party cookies, which continue to be phased out across browsers. Attribution does not break with privacy updates.
Direct integrations with HubSpot, Salesforce, Mailchimp, Klaviyo, Shopify, and 50-plus more. HubSpot Certified App status means the integration is maintained and vetted, not a one-way Zapier passthrough.
Public REST API and webhooks let technical teams build custom integrations, automate program data, and connect referral events to any downstream system outside the pre-built connectors.
Reporting, Controls & Security
A built-in dashboard covers program performance, participant activity, and reward costs. Fraud controls, email deliverability, and security infrastructure are included in the platform.
Attribution tracking, funnel visibility, referral ROI, and participant performance in a built-in dashboard. Export data via CSV or connect to GA4 for standard program reporting.
Admins receive a weekly email summary covering program performance, pending action items, rewards to issue, members to invite, and referrals to review. Stay on top of the program without logging in daily.
A complete activity log covers program events, configuration changes, reward actions, and email history. Every admin action is recorded with a timestamp, providing a full history for auditing, compliance reviews, and troubleshooting.
Duplicate prevention, IP tracking, coupon-use controls, and a manual review queue protect reward budgets from self-referrals, duplicate sign-ups, and rate abuse.
All program emails are CAN-SPAM compliant. Platform-wide complaint rates stay below 0.001% and delivery rates above 99%, so invite and reward emails reach inboxes rather than spam folders.
Referral Rock operates on secure infrastructure with SOC 2-aligned controls and GDPR-compliant data handling. Enterprise buyers with specific audit requirements should contact sales to review security documentation.
Ready to build your referral program?
Start with a dedicated onboarding advisor, transparent pricing, and no long-term contract.