Build it yourself, and change it whenever

The reward rules, the pages members see, and the messages that go out are all settings rather than code. A marketer can launch a program and then adjust it on a Tuesday afternoon, without a ticket or a release.

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The reward builder, where reward type, amount, and the conditions for earning are set as options rather than code

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Where you start

Begin from a program that already works

A blank configuration screen is the slowest possible start, because every field is a decision you have not made yet. Pick the kind of program you are running and Referral Rock applies a working set of settings for it. If you are not sure which kind you are running, there is a path for that too.

Customer referral, affiliate and partner, or a guided path when the answer is not obvious yet.
Nothing a template sets is locked. Every setting stays editable afterwards, so the template is a head start rather than a commitment.
A program you have proven can be saved and reused, which is how a second location or brand starts from a working setup. See users and access.

The Add Program step asking which type best describes the program, with customer referral, affiliate and partner, and a not sure option

What you control

The four things a program is made of

All four are settings. Changing any of them is a choice in the admin, not a change request that waits in someone's backlog.

The pages a member sees

Design the member portal and the page a referred friend lands on, in your own colors and wording, without touching a stylesheet.

The messages that go out

Edit the invite, the reminder, the reward notification, and the share messages members send. The wording is yours rather than a fixed template.

The reward rules

Set what each side earns, what has to happen before it is earned, and whether it repeats. Rules are configured rather than coded.

The ways in

Turn on the access links, QR codes, and placements that let customers find the program, and change them later without a rebuild.

See the complete feature reference

Reward rules

Change what a referral is worth without a release

The reward is the part you will change most, because the first number you pick is rarely the right one. Reward type, amount, who earns it, and what has to happen first are all options you set, so testing a different offer takes an afternoon rather than a sprint.

How to design the offer itself, and the payout side of it, lives on reward management.

Reward trigger settings, choosing the point in the funnel at which a reward is earned

Who gets in

Decide how members join

The right answer depends on what you are giving away and to whom. Access mode is a setting on the program, and it can change later.

Open access

Anyone can join instantly. Best for consumer programs where volume matters more than vetting.

Requires approval

An admin approves each member before the welcome goes out. Useful when the reward is significant or the audience needs checking.

Admin added only

Nobody joins on their own and members are added by your team. The right setting for invite-only partner and affiliate programs.

Where a developer helps

The parts that are not no-code

A standard program is marketer-launchable end to end. Two things sit outside that, and it is better to know which before you plan the work.

Recording a conversion on your own site takes a script or an API call, unless your platform has a self-service connection. See referral tracking.
Custom reward logic driven by data only your systems hold, or CRM stage triggers built through the API, needs technical work.
Neither is needed to launch. Plenty of programs run for years without touching either.

Building it yourself does not mean building it alone

The builder is what makes the program yours to change. The advisor is what makes the first version a good one.

See how advisor-led setup works

An advisor on every plan

A dedicated advisor works through reward design, messaging, and launch with you rather than handing over a login.
The builder is for after

Once you are live, changing a reward or rewording an invite is yours to do the same afternoon you decide to.
Templates carry the defaults

A template starts you from settings that already work, so fewer decisions are yours to make cold.
Nothing is one-way

Programs are meant to be adjusted. Every setting a template applies can be changed once you see real behavior.

Common questions about building a referral program

Yes, for a standard program. The program builder covers the reward rules, the branded member portal, the share messages, and the referred-friend page, all configured rather than coded. A marketer can take a program from template to live without engineering help. Advanced configurations are the exception, and are covered below.

A program template is a starting configuration for a common program type, such as a customer referral program or an affiliate and partner program. A template sets the initial settings so you begin from something that works rather than a blank form. Every setting a template applies can be changed afterwards.

Two kinds of work benefit from technical help. The first is conversion tracking on your own site, where a script or an API call records the sale. The second is custom logic, such as reward rules driven by data that only your systems hold, or CRM stage triggers built through the API. A standard program needs neither.

Yes. A program runs in one of three access modes. Open access lets anyone join instantly, approval mode holds each new member until an admin approves them, and admin-added mode means nobody joins on their own. Partner and affiliate programs usually want one of the latter two.

No. Every plan includes a dedicated program advisor who works on the program with you, from reward design through launch. The builder is what makes changes fast afterwards, when you want to adjust a reward or reword an invite without booking time with anyone.

See how quickly a program comes together

Get a guided tour of the builder, the templates, and the reward rules you will be changing most.