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Referral Factory

Referral Factory helps you run a referral campaign, qualify successful referrals and track when the associated reward is due or issued.

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When does a referred person qualify for a reward?

Decide what success means for the campaign. A lead could be referred today and qualify only after attending a first appointment. Referral Factory offers manual qualification. Check which integrations and approval steps fit the event you actually use.

Does a reward marked Issued prove that money moved?

Check the reward method. If your team delivers rewards outside the platform, the CSV upload marks matched rewards as issued. Use records from the external delivery to confirm which rows belong in that upload. You can export due and issued reward lists separately.

Which plan capacity affects the campaign?

The current pricing page lists Basic at US$200 per month on monthly billing, with capacity for 20,000 users. Check which plan and reward options are offered for your account. Keep the rule that qualifies a referral and the reward export so you can explain a later adjustment.

Which appointment should you mark as qualified?

Make a paper list with a referred person who attended and one who canceled. A completed appointment is your fictional qualification rule.

  1. Choose the qualified record
    Mark the attendee as qualified and the canceled visit as unqualified.
  2. Reconcile issuance
    Put the reward on the due list. Move it to an issued list on paper only after adding a fictional external delivery receipt.