Marketing
Referral Factory
11 min
referral factory lets businesses create and manage referral programs integrating with make com allows users to automate the creation of new referrals, track participant activity, and trigger rewards or notifications based on referral milestones in their marketing workflows this is ai generated content based on official referral factory documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //referral factory com/contact directly requirements to use the referral factory app in make, you must have an active referral factory account and an api key, https //referral factory com for subscription, refer to the https //referral factory com connect referral factory and {{product name}} to get started, you must first create a connection between referral factory and {{product name}} , allowing the two services to communicate obtain your api key in your referral factory account create the connection in make obtain your api key in your referral factory account before you create the connection in {{product name}} , you should first obtain your api key in your referral factory account to obtain your api key navigate to the settings section in your referral factory dashboard select the api access or api tab from the settings menu copy the api key displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //help referral factory com/en/articles/9917426 how do i get my api access token create the connection in {{product name}} https //www make com/en/register , add the referral factory module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your referral factory account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page referral factory modules after connecting to the referral factory app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add new user automatically enroll new users into your referral campaign and retrieve their personalized referral link make an api call you can also use the referral factory api to perform additional actions beyond those available in this module qualify user with coupon automatically marks a referred user as qualified when their status changes from lead to qualified after a successful conversion qualify user with email address automatically marks a referred user as qualified when their status changes from lead to qualified after a successful conversion qualify user with referral code automatically marks a referred user as qualified when their status changes from lead to qualified after a successful conversion watch issuing rewards triggers an event whenever rewards are issued through make com watch new users triggers when a new user signs up for your campaign through a referral, generating a new referred lead templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} referral factory resources you can have access to more resources related to this app on the following links https //community make com/search?q=referral%20factory https //referral factory com https //referral factory com/api documentation https //www make com/en/integrations/referral factory