Every Referral Rock feature, in one place

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.

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. Works wherever the sale closes, from checkout to service bookings and closed deals.

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 subscription and membership programs running affiliate or partner programs where rewarding lifetime value matters.

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. Buyers with specific audit requirements can contact sales to review security documentation.