Launch
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The Launch section offers two ways to set up your campaign:
Easy Mode – Quick setup using built-in tools with minimal coding
Advanced Mode – Flexible setup with APIs and integrations for full customization
Use the tables below as an index to explore the different setup paths for One-Step, Two-Step, and Three-Step conversions in both modes. Click any item to jump directly to the relevant instructions.
Install the ReferralHero global tracking script on every page of your website by placing it inside the <head> </head> tags. This script enables us to track advocates, referred users, and conversion events.
You only need to install the script once. Skip this step if it has already been added to your website header.
IMPORTANT: This step is required for all other tracking methods to function properly. Without the global tracking script, referral tracking and conversion events will not work.
Decide how your advocates can access their personal dashboard—where they’ll find their unique referral link, track referrals, view rewards, and monitor other stats.
The Advocate Dashboard widget includes:
A signup form (which can be skipped if the subscriber is already identified via API)
A share screen designed to increase engagement with your campaign
ReferralHero provides a public dashboard for your campaign.
URL format:
https://campaign.referralhero.com/MFxxxxxxxxxx/dashboard
You can use this if you prefer not to embed any code on your website.
Replace MFxxxxxxxxxx with your campaign UUID.
You can embed the Advocate Dashboard directly into your site using a simple <div> element inside your page’s <body> tags. You can add this wherever you want the dashboard to appear.
Embed format:
<div id='referralhero-dashboard-MFxxxxxxxxxx'></div>Add an inline button that opens the Advocate Dashboard as a pop-up when clicked. This button is placed within your page’s <body> tags.
To use the inline button:
Toggle on “Enable Inline Button” in Step #2.C of the Launch section
Add the following <div> to your webpage:
<div id='referralhero-dashboard-button-MFxxxxxxxxxx'></div>Customize the button behavior and appearance:
Default Button Label: Shown to unidentified users
Identified Subscriber Button Label: Shown when a user is recognized as logged in via API, allowing you to personalize the message based on login status
Enable a floating button that sticks to your website (CTA-style) and opens the Advocate Dashboard in a pop-up.
To use the floating button:
Toggle on “Enable Floating Button” in Step #2.D of the Launch section
Customize the button behavior and appearance:
Default Button Label: For unidentified users
Identified Subscriber Button Label: For logged-in users, allowing dynamic text based on user status
Choose the button’s placement on your site
The ReferralHero Welcome Banner appears at the top or bottom of your website and is designed to engage and convert your website visitors. It can display a signup form or a dynamic message, depending on your setup.
To use the Referral Welcome Banner:
Toggle on “Enable Referral Welcome Banner”
Choose from the dropdown whether to show the banner to Organic Visitors or Referrals Only
This step determines when a referral is officially counted in your campaign. You’ll define how ReferralHero tracks referral activity as users move through your funnel—from signup to conversion.
The setup depends on how many conversion events your campaign includes. Choose the configuration that matches your funnel: