Integrate your Process
Seamlessly connect Referral Rock with customer experience and touch points.
Program Promotion
Make it easy for your customers to engage and share through the channels they're already using.
Referral Capture
Capture new leads when they take your desired action - online purchase, lead form, application, etc.
Customer Connection
Multiple step sales process? Automatically update your referral status based your existing process.
Program Promotion
Build the referral program into your customer journey and across your various marketing channels. Make it easy for your members to access your referral program to increase engagement and sharing.
- Pick your preferred view(s)
- Embedded in your website/online portal
- Standalone portal/site
- Determine your registration method
- Automatic enrollment
- Registration page
- Manual/Import
- Integrate with your customer touch points including:
- Email Marketing
- Website
- Online Account/Portal
- Sales/Support Reps
- Social Media
Referral Capture
Build the referral program into your customer journey and across your various marketing channels. Make it easy for your members to access your referral program to increase engagement and sharing.
- Pick your capture action
- Use your existing landing page or conversion channel
- Build your own landing or lead form in Referral Rock
- Setup your tracking
- Simple to install conversion script to capture
- Easy to use landing and form page builder
- Integrate with your lead capture and conversion channels.
- Lead Form
- Free Trial
- Online Purchase
- Application
- Email Sign Up
Customer Connection
If you have more than one step in your sales process (i.e. not just an immediate purchase) then your going to want to make sure your referral process is correctly mapped to your sales process. Automatically track and update where a referral is in your sales process without having to manually update their status. Work within the systems you already use and let Referral Rock take care of the rest.
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Map your sales process to our referral statuses
(Pending - Qualified - Approve)
- Select your Referral Update Method
- Direct integration
- Zapier
- Referral update script
- Bulk import
- FTP
- Integrate with your systems and sales process.
- Lead Form
- Free Trial
- Online Purchase
- Application
- Email Sign Up