Referral Rock

Keep asking, long after launch day

Most programs get promoted once and then go quiet. Referral Rock keeps the ask running on its own, through the systems you already use, the places your customers already look, and the people who already talk to them.

A referral dashboard showing new customers added to the program and queued for an invite automatically after a purchase

Join 1,000+ companies growing referrals with Referral Rock

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

Why programs stall

Promotion is the part that keeps a program alive

Referral Rock has analyzed 952 referral programs over nine years. Among the programs that stalled, 82% stalled for one reason: promotion stopped after launch. The launch email went out, referrals came in, and then new customers kept arriving with nothing left to invite them.

Continuous promotion runs on three fronts at once: proactive invites that fire on their own, passive entry points customers can find any time, and the frontline team who can ask in person. Referral Rock automates all three, and each one is below.

Proactive invites

Invite customers the moment they qualify

Tie the invite 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 the invite 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.

Referral Rock calls these Automated Sources. On the platforms with a native connection it runs as a Customer Feed: a new customer in your CRM or billing system is added to the program as a preloaded member, and the invite goes out on the schedule you set. You can add a delay so the ask lands after the customer has had time to enjoy what they bought, rather than the same afternoon.

See which platforms connect on the integrations page.

The Automated Sources settings screen, with approved and qualified referrals switched on per program and external sources for web conversions, Salesforce, and Zapier

Passive entry points

Open discovery paths into the program

A discovery path is a place a customer can find and join the program without being asked. Each one has three parts: the location it sits in, the message it carries there, and the path it opens into the program. Referral Rock gives you the link, the code, and ready-made placements for all three.

Three to five places is enough to start. The point is that a customer who is ready to refer never has to go looking for how.

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.

See a referral flow built based on your business

Give us your website. Our team builds you a referral flow from it, styled to your brand.

Get my free referral flow

Yours to keep. No sales call.

How it works

  1. 1 We build a referral flow from your website, styled to your brand
  2. 2 We send you a link to preview it
  3. 3 See the experience you'd send your customers

Program recruiters

Let your team enroll customers on the spot

The people with the strongest customer relationships are often the best at signing new members up. Sales reps, field teams, and location staff each get their own portal and a unique link, and every signup is credited to the person who made it. New referrals can route to the right recruiter in your CRM automatically, by recruiter email or external ID.

See the recruiter feature in detail.

The recruiters admin showing each team member's status, last activity, and members enrolled

Start with who you already have

Import the customers you already have

Continuous promotion needs an audience on day one. Customer Import is the pass you run once: upload your customer list and Referral Rock adds each person to the program as a preloaded member, ready for their invite.

  • Safe to run more than once. An email already in the program is left alone rather than duplicated.
  • Import history shows what was added, what was updated, and what was skipped, so you can check the result.
  • Members, customers, and coupon codes all import the same way, from a spreadsheet you already keep.
The Import New Customers screen explaining that each imported customer updates matching referrals and is added to the program as a preloaded member

Your stack

Invites triggered from the tools you already run

Connect the CRM, billing, and e-commerce platforms you use. A qualifying event there puts the customer in the program here.

Common questions about promoting a referral program

Program promotion is the ongoing work of putting the referral program in front of customers so they know it exists and can join. Promotion is not the launch announcement. Promotion is the invites, placements, and asks that keep running every week after launch, as new customers arrive.

Most referral programs stop producing referrals because promotion stops after launch. Referral Rock has analyzed 952 programs over nine years, and among the programs that stalled, 82% stalled for that single reason. A launch email reaches everyone once, then new customers keep arriving with nothing left to invite them.

Referral Rock invites customers automatically through Automated Sources. An Automated Source watches a system you already run, such as your CRM or your store, and adds a customer to the program when that customer reaches a qualifying stage or completes a purchase. On platforms with a native connection, the same behavior runs as a Customer Feed. The invite then goes out on the schedule set in the invite scheduler.

A preloaded member is a customer who has been added to the program but has not been invited yet. Preloaded members are how Referral Rock separates the moment a customer becomes eligible from the moment the ask is made. You can set a delay so the invite lands after the customer has had time to enjoy what they bought, rather than the same afternoon.

Yes. Customer Import takes your existing customer list and adds each person to the program as a preloaded member. Customer Import is safe to run more than once, because an email already in the program is left alone rather than duplicated. Import history records what was added, what was updated, and what was skipped.

Keep the ask running by itself

See how Referral Rock invites customers automatically and opens the discovery paths that keep the program in front of them.

Not ready to talk? See a free referral flow →