Referral Rock

Run your whole referral program from one place

The whole picture of what running a program takes after launch: finding any record in seconds, handling whatever needs a decision today, fixing what went wrong, moving data in and out, and doing all of it from a phone when that is where the work happens.

The Referral Rock analytics dashboard showing new members, engagement, reach, and conversions across programs

Join 1,000+ companies growing referrals with Referral Rock

TripAdvisor
Material Bank
Penguin Random House
Culligan Water
Flink
Edustaff
Mitel
ActiveCampaign

Finding anything

Someone emails asking about their referral. Find them in seconds

A search bar sits at the top of every admin page. Type a name or an email and results appear from every program as the letters land, with the status and the program each one belongs to. Knowing in advance whether the person is a member or a referral is never necessary.

  • Click a result and the record opens in a drawer over the current page. Check a status, review the history, issue a reward, then close the drawer and carry on from the same place.
  • Member, referral, and reward lists are shaped to fit: show, hide, pin, and reorder columns, filter with and/or logic, then export exactly that view.
  • Every member and referral has a profile view carrying its full history, with the quick actions that would otherwise take some hunting.
  • Members move through a clear lifecycle, from preloaded to invited to activated, with a quick-action button for the task in front of you.
The referrals admin list showing names, statuses, and referring members, with columns, filters, and export

What needs you today

Get told about the things you actually care about

Notifications used to be one list for the whole account, so everyone got everything and most people switched them off. Now every alert has two switches of its own: who receives it, and where it lands. Finance can follow pending rewards and failed payments without hearing about every new member, and the person running the program can do the opposite.

  • Settings belong to the person, not the account. A teammate turning off reward alerts leaves everyone else untouched.
  • Alerts are set per program, and each person only sees the programs they have access to.
  • Choose in the app, by email, or both. Similar alerts arrive grouped on a schedule rather than one email per event.
  • An in-app inbox holds them until there is time: filter by program, click through to act, archive what is handled, and leave the rest unread.

Alerts cover the moments that cost something when missed: a reward pending payment, a member email bouncing so that member gets disabled, a bulk import finishing, a balance running low.

Notification settings showing each alert with separate in-app and email switches, grouped by system and by program

When something is wrong

Fix a mistake without opening a support ticket

A referral gets approved that should not have been. Someone is in the wrong program. A test account is sitting in the numbers. These are ordinary, and handling them is an admin job rather than a support request.

  • Roll a referral status backward from the admin. A warning appears first when the change affects a reward someone has already earned, so a correction never pays twice.
  • Enable, disable, or delete members in bulk from the list view, rather than one record at a time.
  • Move members between programs, individually or in bulk, when a program is restructured or someone joined the wrong one.
  • Every change is recorded, so there is an answer when someone asks who changed what and when. See users and access.

Getting data in and out

Upload the spreadsheet the way you already have it

Most tools require renaming columns and reordering a file before it will import. Referral Rock reads the spreadsheet as it is, matches the columns to the right fields, and shows the result before anything is committed. Data can also be pasted straight in.

  • Preview and fix errors before the import finalizes, rather than cleaning up afterwards.
  • Members, referrals, customers, and coupon codes all come in the same way. See how customer import works.
  • Getting data out works the same way: filter a list down to exactly what was asked for, then export that view. See analytics and reporting.
The importer Map Columns step, matching template fields such as first name, email, and referral code to the columns in the uploaded file

It runs where you are

Program management is rarely something anyone sits down to do. The admin is built for handling one thing between two other things.

  • A homepage built for phones

    Logged in on a phone, the homepage is built for it: counts per program and one-tap actions to add a member, referral, or reward.

  • Install it to your home screen

    Add the admin to a phone home screen like an app. It opens full screen and launches straight in.

  • Setup stays on desktop

    Building and editing a program is deliberately desktop only. Mobile covers day-to-day management, not configuration.

  • The same search everywhere

    The search that finds any member or referral works from a phone exactly as it does at a desk.

Common questions about managing a referral program

Managing a referral program after launch is mostly five recurring jobs. You look up records when someone asks a question, handle whatever needs a decision that day, correct mistakes, move data in and out, and keep control of who can do what. Referral Rock puts all five in one admin rather than spreading them across tools and spreadsheets.

Yes. A search bar sits at the top of every admin page and returns matching members and referrals from every program as you type. Each result shows the status and which program the record belongs to, so you do not need to know in advance whether a person is a member or a referral. Clicking a result opens that record in a drawer over the page you were already on.

Yes. An administrator can roll a referral status backward without contacting support. Referral Rock warns you first when the change would affect a reward that has already been earned, so a correction does not pay someone twice without you seeing it.

Yes. Every notification has two settings of its own: whether a given person receives it, and whether it arrives in the app, by email, or both. Notification settings belong to the individual user rather than to the account, so a teammate switching off reward alerts does not switch off yours. Settings also apply per program, and each person only sees notifications for programs they have access to.

Yes. Logged in on a phone, an administrator gets a mobile homepage with counts for each active program and one-tap actions to add a member, referral, or reward. The admin can also be installed to a phone home screen so it opens full screen. Building and editing a program is deliberately kept to desktop, so mobile covers day-to-day management rather than configuration.

See what running the program actually looks like

Get a guided tour of the admin, the reporting, and the controls that hold a growing program together.

Not ready to talk? See a free referral flow →