Conversion Events & Labels

Conversion events represent the key actions in your customer journey.

How Many Conversion Events Do You Want to Track?

In ReferralHero, you can track up to three conversion events and assign clear labels to each one.

One Event

Track a single key action, such as:

• Signing up for your newsletter

• Joining a waitlist

• Creating an account

Best for: Simple campaigns focused on one primary conversion.

Two Events

Track a two-step journey, such as:

• Signing up → Making a purchase

• Registering → Attending a webinar

Best for: Campaigns where a meaningful action follows the initial signup.

Three Events

Track a full customer journey, such as:

• Signing up → Attending a demo → Purchasing a plan

• Registering → Completing onboarding → Subscribing

Best for: More complex funnels, especially in SaaS or B2B with multiple engagement points.

Label Each Conversion Event

Once you’ve selected how many events to track, assign a short and descriptive label to each one. These labels appear in your dashboard and are used throughout your campaign setup.

Examples:

• “Signed Up”

• “Attended Webinar”

• “Purchased Plan”

• “Upgraded to Pro”

Labels are used in:

• Analytics – Track how users move through your funnel

• Automations – Trigger emails, webhooks, or SMS when a specific event is completed

• Reward Tracking – Issue rewards only when subscribers hit specific milestones

Referral Status

Each subscriber’s progress is automatically reflected in their Referral Status, which updates as they complete each event. This status determines when rewards are issued to the advocate.

✅ Learn more in the Referral Status section.