Referral Program Overview

Launch a referral program in days, not months. Get more referrals with best-in-class software & services (no developers required!)

Stand your program up faster with expert help.

Features

  • Design an on-brand portal that makes sharing easy.
  • Get your whole team involved to signup members. Every recruiter gets their own portal and link.
  • Manage reward types, structures, and payout options.
  • Gain more brand awareness and referrals from your best customers through on-brand sharing experiences.
  • Increase referrals from your channel partners & affiliates with the best tracking and payout management.
  • Run a brand ambassador program with a variety of participants (customers, partners, employees, and more).

Automation and Integration

  • Live that automation dream with integrations for any type of business.
  • In-depth documentation about the types of integrations and the third-party guides.
  • Keep up with product features, helpful articles, and data-driven insights.
  • Product help documentation to answer just about any question.
  • In-depth technical guides for third-party systems.

Referral Tools

  • Referral tools, worksheets, agreements, templates, calculators, and more.
  • Read about referral and affiliate programs, growth marketing, and more.
  • The best of what we’ve learned through our years of referral programs and marketing.
  • Run an affiliate program that can multiply your sales and raise your bottom line.

Program Details

  • Includes 1 program and up to 5k total members with their own referral links & codes. (See add-ons to increase the limit)
  • Create multiple rules to issue rewards based on various buyer stages or customer activities.
  • Capture referrals from your website forms or use our pre-built landing pages.
  • Sync to your CRM as customers progress through stages for multiple reward triggers. (See add-ons for HubSpot and Salesforce)
  • Add more members as your brand grows. Volume discounts available after 50k members on Enterprise plans.
  • Setup another program for additional countries/languages, reward rules, or program participants (customers, partners, brand ambassadors, or affiliates).

Integrations

  • Native integration to sync HubSpot CRM as referrals progress through customer lifecycle stages.
  • Native integration to sync Salesforce as referrals progress through lead and opportunity stages.

Onboarding Support

  • Work with an onboarding specialist to guide you through integrations, program design, reward best practices, and launch strategies. (Required $400 one-time fee with monthly plans)
  • Get immediate answers to your questions with our detailed, easy-to-search help center.
  • Chat with our support team in real-time to quickly troubleshoot issues.

Pricing Plans

Professional Plans

For businesses with sales reps or service people who help customers buy:

  • Home Services
  • Enterprise Sales
  • Professional Services
  • Automotive
  • Financial Services

Key Features

  • 1 Program - 5,000 Members
  • Rewards for Leads or New Sales
  • Hosted Landing Pages & Form Tracking
  • CRM Integrations Available

Professional Plan

  • End-to-end referral programs (that customers actually join) - $175 per month*
    • Includes:
      • 10 User Accounts
      • Hosted Member Portal
      • Referral Lifecycle Tracking
      • Priority Support

Professional+ Plan

  • Level-up branding, team features, & payout fulfillment - $350 per month*
    • Everything in Professional, plus:
      • 50+ Gift Card Options
      • Cash-based Payouts
      • Custom Domain
      • 12-Month Audit Log

Concierge Onboarding Included

  • Done-with-you onboarding for everyone:
    • Free with annual plans or $400 one-time fee with monthly plans.
    • Dedicated onboarding specialist.
    • Best practice-based advice for rewards.
    • Personalized launch & ongoing engagement plans.
    • Technical integration assistance.

FAQs

  • What is a member? Members are unique email addresses that join programs.
  • What is a referral? Referrals are your new leads and customers, the friends and colleagues referred to your business by members.
  • What is a program? Refer-a-friend programs are used to segment and customize how you engage your different audiences.
  • Can I start for free? Absolutely – no credit card is required to start your referral program.
  • Can I switch from a Professional plan to an Engage plan (or vice versa)? Yes, reach out to our team for the plan migration.
  • Can I change or cancel my plan later? You can upgrade, downgrade, or cancel your subscription plan from within your account at any time.

Try it Yourself

Play around with our software yourself and learn what makes us the best fit for your referral program:

  • Design your referral program.
  • Explore rewards/incentive structures.
  • Customize your dedicated portal.
  • See how easy it is to assist your word of mouth.

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