Goal Settings

Referral Conversion Value

The Referral Conversion Value represents the revenue associated with a confirmed referral and is used as the default for each referred subscriber’s:

• Conversion Value

• Lifetime Spend

How It Works

The value entered here sets the default conversion value and lifetime spend unless the subscriber’s values have already been set by:

• An integration (e.g., Stripe, Hubspot)

• The API

• Manual updates via the Transactions section

If any of these sources have already populated a subscriber’s conversion_value or lifetime_spend, this default value will not overwrite them.

Updating the Default Value

You can update this value at any time by editing the input field. When updated:

• Any subscriber without an overridden conversion value or lifetime spend will be updated with the new default.

• Subscribers with existing values from integrations, API, or manual transactions will remain unchanged.

Memorable Referral Links

By default, the referral links generated by ReferralHero are random alphanumeric strings like d22c0810.

Wouldn't it be cool if you could use the subscriber's name to make the referral link more memorable? Something like james23b, for example?

Luckily you can do that with just one click. Ok, that's a lie. It's actually two clicks.

1. Go to your campaign dashboard > Edit Campaign > Goals

1. Switch on Use name to generate referral link (first click)

2. Save the changes (second click)

After you enable this feature, referral codes will be generated using the subscriber's first name and a random 4 digits string (to assure uniqueness). For example:

• Subscriber's name: "James", Subscriber's referral code: "james7d52"

• Subscriber's name: "Tim Fletcher", Subscriber's referral code: "tim1a54"

ReferralHero will NOT use the subscriber's name and revert to the standard random string if:

1. a name is not present (obviously)

2. the name is less than four characters long (e.g: Tim or Sam)

For example, a subscriber whose name is Bo Charleston will get a standard referral link of random characters.