ReferralFlo
Product

The referral growth OS, end to end

Launch a program with the six-step method, follow every referral from click to payout, screen it through five fraud layers, and reward advocates via Stripe, PayPal or Tremendous — one platform.

Six-step launch method Five-layer fraud screening Stripe, PayPal & Tremendous payouts
RF/Dashboard
Last 30 days
Good morning, Dana
Here's how your referral programs are performing.
Referral revenue
$0+24%
Active advocates
0+182
Conversion rate
0.0%+1.2%
Referral revenue
7d30d90d
$120k$80k$40k$0
Jul 1Jul 8Jul 15Jul 22Jul 29
Top advocatesThis month
1Sarah Chen24referrals
2Marcus Patel19referrals
3Priya Rao15referrals
ActivityLive
Reward approved
$50 to Sarah Chen
2m
Referral converted
Jordan Kim · Winter Campaign
9m
Payout batch sent
$1,240 · 12 advocates
3h
01The launch method

Six steps from idea to live program

Destination, portal, share, reward, email, launch. Complete them in any order — everything auto-saves, and the program can't go live until every required step passes validation.

RF/Programs / Winter Campaign
Last 30 days
Winter CampaignDraft
Complete the six steps in any order — progress saves automatically.
4 of 6 configured
Configured
Destination
Hosted page, external URL, or embedded form. Lead form builder with consent rules.
Configured
Portal
Advocate portal branding — logo, colours, copy and dashboard modules.
Configured
Share
Unique links, short links, pre-written social messages, embeddable widget.
In progress
Reward
Separate rules for advocate and referred party. Fixed, percentage, tiered, milestone.
Configured
Email
Templates per lifecycle trigger with live preview and test send.
Not started
Launch
Automated readiness checks, then one-click activation.
Readiness checksTracking installedAdvocates invitedReward rules valid
Steps in any order, saved continuously
Automated readiness checks before go-live
One-click activation, pause and re-launch
What your customers see

The public side, in your brand

Every surface a customer or referred friend touches is yours to configure — the hosted program page's hero, benefits, steps, FAQ and signup form. Prefer your own site? Embed the form there instead and keep the whole journey on your domain.

  • Hosted program pages you configure end to end
  • Join links that enrol an advocate and issue their referral code instantly
  • Short links that track every click, then redirect wherever you choose
/p/your-program/join/code/r/shortlink
refer.acme.co/p/friends-of-acme
Acme Co.
Give $50, get $50
Refer a friend to Acme. They save on their first order — you earn a reward when they convert.
1Share your link
2Friend signs up
3You both get rewarded
Work email
Join the program
Tracking & attribution

Every referral, one state machine

A referral moves from click to submitted, verified, qualified, converted and rewarded — and every transition can fire emails, webhooks, gamification events and reward rules. Nothing progresses silently.

Attribution captures
  • The advocate
  • The program
  • The channel
  • The device fingerprint
  • The enabler, when present
RF/Referrals
Last 30 days
AllConvertedQualifiedFlagged
Export CSV
ReferralSourceAdvocateStageFraud riskReward
Jordan KimLinkedInSarah ChenConvertedLow$150
Amara OseiDirect linkMarcus PatelQualifiedLow
Leo MartinsWhatsAppSarah ChenVerifiedMedium
Yuki TanakaEmailPriya RaoSubmittedLow
D. VillanuevaDirect linkMarcus PatelFlaggedHighHeld
LifecycleClickSubmittedVerifiedQualifiedConvertedRewarded
02Trust & fraud

Five layers between a click and a payout

Reward money only moves when a referral has earned it. Every referral is screened before a reward is released — and every action is written to the audit log.

01Bot detection

Automated traffic never becomes a payable referral.

02Device fingerprinting

Each referral is tied to the device that produced it.

03IP & duplicate checks

Repeat submissions and address collisions are caught on entry.

04Velocity rules

Unnatural referral bursts are slowed and surfaced.

05Fraud risk level

Every referral carries a risk score your team can act on.

Full audit logging on advocate, referral and reward actions Role-based access for admin teams Invite-based onboarding with hashed-token links Row-level security — every query is tenant-scoped
Reward approvalsThis week
$50.00 · Cash reward
Sarah Chen · Winter Campaign
PendingApproveReject
Marcus Patel
$200.00 · Spring Launch
Approved
Priya Rao
$100.00 · Winter Campaign
Approved
Fraud check passed
Device · velocity · duplicates
0 fraudulent payouts this quarter
Rewards & payouts

Rules decide. Approvals confirm. Payouts happen.

Set separate rules for the advocate and the referred party — fixed amounts, percentages, tiers or milestone bonuses — triggered by lifecycle states. Review and bulk-approve with a full audit trail, then fulfil through your chosen provider with per-reward status tracking and retry.

StripePayPalTremendous+ tax handling on payouts
The advocate experience

A portal advocates come back to

Advocates get a branded portal with their unique link, live referral status and reward history — installable as an app on their phone. Gamification runs on two levels: XP and levels inside each program, and a master profile that follows the advocate across every program they join.

  • Badges, tiers, streaks and level-up celebrations
  • Milestones can trigger rewards automatically
  • Short links, social messages, email templates, embeddable widget
  • Installable PWA with an offline-capable shell
Acme Co. ReferralsYour brand, your domain
Welcome back, Sarah
Platinum track · Level 7
Streak 12 weeks
0
Link clicks
0
Referrals
0
Conversions
$0
Earned
app.referralflo.ai/r/sarah-chen
Copy
LinkedInXWhatsAppEmail
Progress to next level1,480 / 1,600 XP
First Referral
5 Verified
Power Sharer
The Enabler module

Credit the person who made the intro

Many referrals are influenced by someone who never owned the link — a partner, an employee, a consultant. ReferralFlo captures that person as an enabler on the referral form and credits them without breaking the advocate's attribution. Most referral tools can't represent this person at all.

  • Optional name + email block above the submit button
  • Also captured from customised links, your own form, or the thank-you page
  • Dedicated register with referral and reward totals, filters and CSV export
Professional plan and above
Refer a friend
Friend's name
Jordan Kim
Friend's work email
jordan@futura.io
Who made this introduction?Optional
Priya Rao
priya@advisory.co
Submit referral
Priya Rao
Enabler register
12
Referrals
$840
Credited
Notifications & email

Every message to every stakeholder, exactly how you want it

Admins, advocates and referred friends each hear from you in the right voice at the right moment — every audience has its own templates and its own triggers. Customise the sender, subject and rich-text body per program, drop in variables, preview live and send a test before anything goes out.

  • Templates per lifecycle trigger — welcome, referral received, converted, reward issued, reminders
  • Your own sending domain with DNS verification — mail comes from you, not us
  • Queued and retried delivery, with delivery-status lookup
Email templatesWinter Campaign
AdvocateAdminReferred friend
Trigger
Reward issued
Sender
rewards@acme.co
Subject
Your{{reward_amount}}reward is on its way 🎉
Hi {{advocate_name}}, great news — Jordan just converted. Your {{reward_amount}} reward has been approved and is being paid out.
Live preview · queued delivery with retrySend test
03Analytics

Know what the channel is actually worth

Conversion funnels, channel breakdown, cohorts, ROI and touchpoint attribution — plus a custom report builder with CSV export across advocates, enablers, referrals and rewards.

RF/Analytics
Last 30 days
Performance overviewReferral revenue across programs
7d30d90d
$48k$32k$16k$0
Week 1Week 2Week 3Week 4
Program comparison
ProgramConv. rateRevenueROI
Winter Campaign33.3%$48,20012.4×
Spring Launch29.8%$36,90010.2×
Customer Advocacy26.4%$27,4009.1×
Channel mix
Direct link62%
LinkedIn21%
WhatsApp11%
Cost per approved referral
$18.40
04Integrations

Plays well with the stack you already run

HubSpotSalesforcePipedriveIntercomStripeShopifyZapierREST APIHubSpotSalesforcePipedriveIntercomStripeShopifyZapierREST API
REST API v2 Webhooks with retries Zapier JS SDK & embeddable widgets
Credit conversions from your own site:window.ReferralFlo.convert()
05Everything included

The rest of the platform, at a glance

White-label & custom domains

Your brand, your colours, your domain on every advocate-facing surface.

Duplicate & re-launch

Create, edit, duplicate, launch and pause programs without starting over.

Team roles & permissions

Invite teammates with scoped, role-based access.

Usage that warns before it blocks

Capacity alerts at 75%, 90% and 100% of plan limits.

Marketplace

Two-sided advocate and opportunity matching with a scoring model.

Multi-provider payouts

Fulfilment orchestrated across Stripe, PayPal and Tremendous.

Custom reports & CSV

Report builder plus export across every core table.

Bulk actions & CSV export

Advocate directory with filters, column controls and one-click export.

Ready to grow with referrals?

Launch your program in days, not months. See it live in a personalized 30-minute demo.