Bring more of your customers into the program
Enrollment works when it meets people where they already are. Referral Rock plugs the systems you run, the spots customers look, and the people who talk to them straight into the program.
Join 1,000+ companies growing referrals with Referral Rock
Ways to enroll
More ways in means more customers enrolled
Getting customers into the program is not one channel, it is a handful of them working together: the systems you run, the places customers look, and the people who talk to them. Each one connects below.
From the systems you run
Enroll customers as soon as they qualify
Tie enrollment to an event instead of a person, and it happens every time. When a contact reaches a qualifying stage in your CRM or completes a purchase in your store, Referral Rock adds them to the program and sets up their share link on its own.
- Trigger enrollment from a CRM stage change, a closed deal, a completed job, or a checkout, whatever marks a customer as ready.
- New members are queued for a welcome automatically. The step that usually gets skipped happens every time.
- It runs across the stack you use. No one is exporting lists or updating a spreadsheet by hand.
Where customers already look
Open discovery paths into the program
A discovery path is simply a place a customer can find and join the program. Referral Rock gives you the link, the code, and ready-made placements for the few spots that actually work, so the program lives where people are.
Integrated access links
Drop personalized links into your CRM or email tool. The customer clicks and lands in their portal already joined, no form and no password.
Program QR codes
A downloadable code for receipts, packaging, in-store signage, and business cards. The program reaches people in the physical places they meet you.
Everyday touchpoint templates
Ready-to-use placements with written copy for the spots customers actually look: website nav and footer, order confirmations, email signatures, and newsletters.
Embedded widgets
Drop a share widget or the full member portal into your own site or app. Joining happens without anyone leaving your experience.
From the people who talk to customers
Let your team enroll customers on the spot
The people with the strongest customer relationships are often the best at enrolling new members. Sales reps, field teams, and location staff each get their own portal and a unique link, and every enrollment is credited to the person who made it.
See the recruiter feature in detail.
Bring in who you already have
Import your existing customer list
You do not have to wait for new sign-ups to build the program. Import or update members, customers, and coupons from a CSV. Everyone you have can be enrolled in one pass and start referring.
Your stack
Enrollment triggered from the tools you already run
Connect the CRM, billing, and e-commerce platforms you use. A qualifying event there enrolls the customer here.
Fill your program from every angle
See how Referral Rock enrolls customers automatically and opens the discovery paths that bring more people in.
Keep exploring: the sharing experience, the member portal, member email, or program management.