Referral platform features

Every part of the referral platform

Designing and launching a program, promoting it, what members see, and everything it takes to run it afterwards. Grouped the way the work actually happens.

Program Design & Setup Program Promotion Member Portal & Sharing Program Management Referral Tracking & Integrations Reporting, Controls & Security

Program Design & Setup

What it takes to get a program designed and live. An advisor works through it with you, the builder means a marketer can make changes without engineering, and the reward rules are configured rather than coded.

See advisor-led setup See the program builder Compare program types See reward management

Advisor-led setup on every plan

Every plan includes a named program advisor who works through setup with you, from reward design to launch, with no onboarding or setup fee. Real one-on-one guidance, with referral best practices already built in.

No-code setup for marketers, not developers

A marketer can launch a program without engineering resources. A visual page builder and no-code reward rules give direct control over the program from day one, and over every change after it.

Customer referral, ambassador and affiliate programs

All three program types run on one platform and one account. Customers share a link and earn when a referral converts; ambassadors and affiliates run alongside them, so a strategy that grows from one program type to three needs no second tool.

Reward rules for any funnel stage

Set what earns a reward and when. Rewards fire on any CRM stage or custom event, from a form submission or appointment through to Closed Won or a renewal. Both sides can earn, and tiered or milestone rules let advocates earn progressively more as they refer more.

Payout types, with no markup

Global gift cards, cash through PayPal or Wise, store credit, coupons, and custom reward types. Set the payout by program or let each member pick what they prefer, including commissions that repeat on every subscription renewal. Referral Rock takes no cut; you pay what the provider charges.

Program Promotion

The ways a business keeps asking customers to join, long after launch: automated invites from a CRM or e-commerce platform, frontline recruiters, integrated access links and program QR codes, discovery-path placements, and a one-time import of the list you already have.

See how program promotion works See member email See program recruiters

Invite & activation email sequences

Built-in invite, reminder, and re-engagement campaigns run on a schedule you set, targeting only the members who have not joined or shared yet. No separate email platform to wire up.

Frontline recruiter & enrollment tools

Sales reps and field teams get their own portal and unique link to sign customers up in person. Every signup is credited to the recruiter who made it, and routes to the right person in the CRM automatically.

Integrated access links & QR codes

Personalized links drop into a CRM or email tool and land the customer in their portal already joined, with no form and no password. Program QR codes cover receipts, packaging, and in-store signage.

Automated enrollment & invite scheduling

Automated Sources watch the systems you already run and add a customer to the program the moment they qualify. The invite then goes out on your schedule, with an optional delay so the ask lands after the purchase has been enjoyed.

CSV bulk imports

Import members, customers, and coupon codes from a spreadsheet in its existing shape. Customer Import is duplicate-safe and re-runnable, and records what was added, updated, and skipped.

Member Portal & Sharing

What a member sees and does after joining: a branded home for their link, the ways they share it, and the emails and notifications that keep them coming back.

See the member portal See the sharing experience

Branded member portal

A portal in your branding where members find their link, track the referrals they have sent, and see the rewards they have earned. One place to return to instead of digging through old emails.

Multi-channel sharing with a personal QR code

Members share by email, text, social post, or a copied link, and get a personal QR code for sharing face to face. Every route uses the same link, so attribution does not depend on which one they picked.

Re-engagement email campaigns

Automated campaigns bring members back after they go quiet, and a monthly summary of their own stats keeps the program in front of everyone who has already joined.

Passwordless member login (magic link)

Members sign in through a link sent to their email, with no password to create or remember. It removes the most common reason a member gives up before sharing.

Share-only portal mode

A lighter mode that gives members their link and sharing options without asking them to set up an account first, for programs where the fastest path to a share matters most.

Member notifications & monthly stats

Members are told automatically when a referral or a reward moves, so they stay informed without anyone sending anything by hand.

Multi-language, localized member experience

The member portal can be presented in other languages, with the wording yours to set rather than a fixed translation, so members in different markets read the program in the language they use.

Program Management

Running the program after launch: finding any record in seconds, seeing what the program returns, staying on top of what needs handling, and doing it across every brand or location on the account.

See program management See analytics & reporting See users & access

Member, referral & reward management (web & mobile)

Search, sort, filter, and update members, referrals, and rewards from a browser or a phone. The admin is built for both, so a decision does not have to wait until someone is back at a desk.

Program analytics & reporting

Attribution, funnel visibility, referral ROI, and participant performance in a built-in dashboard. Export a filtered view as CSV, or send referral events to GA4 to sit alongside every other channel.

Weekly program performance digest

A weekly email covering program performance and what needs handling: rewards to issue, members to invite, referrals to review. Alerts can also fire as things happen, per program and per person.

Multi-location & multi-org support

Run a separate program for each franchise, branch, or brand under one account. Each has its own rewards, reporting, budget, and team access, managed from a single admin.

Referral Tracking & Integrations

How a referral gets recorded, and what the platform connects to in order to record it. Hosted referral pages, forms already on your site, tracked links, a connected CRM or billing tool, and a REST API all feed the same attribution.

See how referral tracking works Browse all integrations Read the REST API reference

Form-based referral capture

Referrals are recorded through hosted referral pages and capture forms as well as tracked link clicks, so a referral still counts when the friend arrives directly rather than through a shared link.

First-party referral tracking

Link attribution uses a first-party cookie set on your own domain rather than a third-party one, and also powers visit tracking, so program traffic shows up before any of it converts.

50+ CRM & platform integrations

Direct connections to the CRMs, billing platforms, e-commerce stores, and email tools businesses already run, plus Zapier for anything without one. HubSpot Certified App status means that integration is vetted and maintained by both teams.

Native CRM and billing connections

Route a new referral into the pipeline at the stage you choose, and let a won deal or a paid invoice approve the referral automatically across every program it appears in. No spreadsheet reconciliation.

Developer API & webhooks

A public REST API and webhooks let technical teams record conversions from their own systems, automate program data, and push referral events to anything outside the pre-built connectors.

Reporting, Controls & Security

What keeps the program accountable and protected: the activity record of what happened and who changed it, fraud controls on the referrals themselves, deliverability on the program email, and the security posture underneath all of it. Performance dashboards live under program management.

Activity & configuration audit log

Program events, configuration changes, reward actions, and email history are all recorded with a timestamp, so there is an answer when someone asks who changed what and when.

Built-in fraud detection

Duplicate prevention, IP tracking, coupon-use controls, and a manual review queue protect reward budgets from self-referrals, duplicate sign-ups, and rate abuse.

Email deliverability & CAN-SPAM compliance

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.

Security & compliance certifications

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.

Explore by program type: affiliate marketing software · brand ambassador software · all program types

Common questions about referral platforms

A referral platform is the software a business runs its referral program on. The platform gives each customer a way to share, records who they referred, and issues the reward when a referral converts. What makes it a platform rather than a tracking tool is that the sharing experience, the program email, the reward rules, and the reporting all live in one place instead of being assembled from several.

Tracking a shared link is the smallest part of the job. A referral platform also has to get customers into the program and keep asking them after launch, give members somewhere to share from and check their progress, capture the referrals that never touch a link, and pay out the rewards. Programs stall on the promotion and reward side far more often than on the tracking side.

Yes. Referral Rock runs all three program types on one account, each with its own rules, rewards, and reporting. Running them on one platform means a business expanding from one program type to another does not add a second tool or a second set of reports.

Not for a standard program. The reward rules, the member-facing pages, and the messages are configured in the admin rather than coded, so a marketer can launch a program and keep changing it afterwards. Two things are worth technical help: recording a conversion on your own website, and building custom logic through the API.

A referral platform needs to reach wherever customers and sales are already recorded, which usually means a CRM, a billing or e-commerce platform, and an email tool. Referral Rock connects to those directly, with Zapier and a REST API covering anything without a direct connection. The current list of platforms is on the integrations page.

Not at Referral Rock. Every plan includes a named program advisor who works through the program with you, from reward design to launch, and stays involved afterwards. The builder is what makes the program yours to change once it is live.

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