How It Works for Marketers

Launch faster with dedicated support

How it works for marketers

Build your program in days – not months. Experts to help onboard and tailor your program to your unique business needs, so you can get results faster.

Referral Rock Referral Software How it Works

Get expert support at every step

A dedicated success manager shares expertise gained from over 1,000+ programs across different industries.

Create an experience

On-brand programs to match your brand's look and feel, and give your brand fans a seamless experience.

Achieve faster results

Launch a program quickly and easily, with personalized onboarding to get you up and running without any complications.

See our proven process

We help you create the perfect sharing experience, then do the rest so your program runs on autopilot.

OUr service

Results-oriented onboarding

A dedicated success manager with every plan, personally working with you to create the right experience for your brand.

Advisors to make sure your program is tailored to your unique business. Our expertise from 1,000+ programs across different industries guarantees you launch faster and drive results.

Build your program

Build a customized program that complements your business messaging, design, and brand.

  • Kickoff meeting to develop plan and structure
  • Design and marketing audit to incorporate best practices and review your copy and creatives

Integrate your systems

Create an automated program by mapping out your sales process and workflow to determine the best integration points and methods.

  • Technical review call to discuss your system requirements and develop an integration plan
  • Integration support to troubleshoot any issues
  • Testing to ensure all integrations are working correctly and information is attributed

Launch and optimize

Launch faster with a better program – then optimize to improve results. 

  • Final review and launch to confirm promotion plans are in place and answer any final questions
  • Post-launch check-in to review your initial results and optimize based on the data

Ongoing support for continuous success

Support doesn’t stop once you launch. We’re here to help you every step of the way so you can get the most out of your marketing program.

Detailed knowledge base

Get immediate answers to your questions with our detailed, easy-to-search help center

Live chat

Chat with our support team in real-time to quickly solve any immediate issues

New feature updates

Stay informed with our latest features and continue improving your program

Business reviews

Work with your dedicated customer success manager for periodic reviews to optimize your program

Design a program that fits

Create your on-brand experience

Customize the look and feel of your program to match your brand. Give your advocates and referrals a seamless experience so they'll want to engage and participate.

Align your brand

Provide a consistent, on-brand experience with fully customized referral program. Control the design, copy, creative, messaging, and more. 

Build the program directly into your customer interactions and marketing channels to provide a seamless experience across all touch points.

  • Visual editor to easily create beautiful programs
  • Branded emails, domains, and sharing links
  • Build into your website, marketing channels, and touch points
feature 1 increased sales
feature 3 integrations

Customize the advocate experience

Create a great experience so your customers and advocates want to participate and engage.
  • Dedicated advocate portal to easily share and track results
  • Pre-drafted messaging to make sharing easy and on-brand
  • Multiple sharing options to pick their favorite channel
  • Personalized advocate codes and unique links
Design a program that fits
Flexibility and control to fit your business and marketing goals. Create programs and campaigns that meet your unique context and requirements.

OUr promise

Measure your results and impact faster to prove ROI

Scale your business quickly by building effective programs that are easy to use and incorporate best practices.

Get detailed marketing analytics

Access all the marketing information and data you need to run reports and optimize your referral program. Track the success of different campaigns and channels to see what's most effective.

  • Integrate Google Analytics to add your referral program to your Google Analytics account
  • UTM tracking and URL control to track, compare, and optimize for different marketing channels
  • Add your own Javascript snippets for advanced tracking and analytics

No integration required

Build an entire out-of-the-box referral program with no integration needed. Test and deliver ROI then fully automate and integrate. Run everything in Referral Rock and launch your program in days.

  • Advocate invitations and enrollment to make it easy to join
  • Standalone portal for advocates to easily share and track results
  • Referral landing page to capture referrals on a customized page
  • Email automation to nurture and engage advocates
  • Reward fulfillment
  • Fraud protection to detect and block fraud<

why we rock

What makes Referral Rock different?

We understand marketers are busy, but creating an on-brand experience is important to them. Invest a little time up front to create the perfect sharing experience, then let the program run on autopilot.


More sharing, smarter incentives, higher engagement

  • One-click sharing from emails or embedded experiences
  • Highly configurable reward options that align with your brand
  • Keep advocates in the loop and engaged with notifications 

Live that automation dream, with integrations for ANY type of business

  • Platform that works with the systems you are already using
  • Supports multi-step (CRMs) and transactional (ecommerce) sales processes
  • Approve, schedule, and automate reward fulfillment

Our customers love us – and you will too!

What our customers have to say

random house logo 2

"The referral software has been able to do everything I've wanted. Every time I had a question, they figure out a solution right away."

Emily Jarrett, Senior Manager Digital Campaigns
B2B SaaS

“We knew your customer success team would get us set up, but we've been blown away... the entire process was so simple.”

Chelsey Benzel, Marketing Manager
B2B SaaS
coolbot logo2

“It’s already given us a 10x ROI. It’s so easy to use and requires very minimal effort to run. We just set it and forget it.”

John Bergher, VP of Sales and Marketing

“Referral Rock has allowed us to automate our entire referral process. Now that it is set up, it just runs in the background.”

Yas Desai, Business Development Manager

Want to discuss whether our marketing programs would suit your business?

If you’re wondering whether we are right for your business, we’re here to answer all your questions. We can discuss: