Three-Step Conversion

Use this guide to track referrals across three conversion events. Below are the available tracking methods for each stage of your funnel.

Tracking Methods for Conversion Event 1

Method 1: Referral Signup Widget

The ReferralHero Signup Widget can be embedded in your site or used as a standalone landing page. It’s designed to capture signups and identify referrals effectively.

To use this method: Toggle on “Enable Referral Signup Widget” in the Launch settings.

Option 1: ReferralHero Hosted Landing Page (No Installation Required)

ReferralHero provides a hosted landing page with the signup widget already included.

URL format: https://campaign.referralhero.com/MFxxxxxxxxxx/signup

You can use this if you prefer not to embed any code on your website.

Replace MFxxxxxxxxxx with your campaign UUID.

Option 2: Embed Within Your Webpage

You can embed the widget directly into your site using a simple <div> element placed anywhere inside your page’s <body> tags.

Embed format:

<div id='referralhero-signup-widget-MFxxxxxxxxxx'></div>

Option 3: Inline Button

This method shows the signup widget as a popup when a button is clicked.

To use the inline button:

  1. Toggle on “Enable Inline Button” in the Launch settings

  2. Add the following <div> to your webpage inside the <body> tag:

<div id='referralhero-signup-widget-button-MFxxxxxxxxxx'></div>

  1. Customize the button label and behavior for both unidentified and identified users

Method 2: My Website Signup Form

Automatically track form submissions from your own website and add users to your ReferralHero campaign as subscribers or referrals.

To enable this method:

  1. Toggle on “Automatic Form Tracking” in the Launch settings

  2. Under “On Form Completion”, choose:

    • Add organic subscribers and referrals – Track all submissions

    • Add referrals only – Track only submissions from identified referrals

  3. Under “Select Forms”, enter the URLs of pages that contain forms (comma-separated)

  4. Click “Get Forms” to allow ReferralHero to crawl and list detected forms

  5. Toggle on the forms you’d like to track. If your form doesn’t appear, check our alternative methods for adding subscribers and referrals.

  6. Click “Save” to confirm your settings.

Method 3: CRM Integrations

You can set up the HubSpot integrations to trigger referral conversion event 1 automatically. Learn more.

Tracking Methods for Conversion Event 2

Method 1: Manual Update

You can manually trigger the referral conversion by updating the referral status in the Subscribers section. Learn more.

Method 2: Visit to Successful Conversion URL

This method updates a referral’s status from Conversion Event 1 to Conversion Event 2 when they visit a specific URL—typically a thank you page or final step in your funnel.

To use this method:

  1. Toggle on “Visits Successful Conversion URL” in the Launch setting

  2. Enter the destination URL in the field provided

Method 3: Integrations

You can set up integrations to trigger conversion event 2:

  • Zapier – Set up a Zapier automation to update the referral status.

  • CRM or Payment Tools – Trigger events through:

    • HubSpot

    • Stripe

    • Salesforce

    • Blockchain event

Setup instructions are available in the ReferralHero integrations documentation.

Tracking Methods for Conversion Event 3

Method 1: Manual Update

You can manually trigger the referral conversion by updating the referral status in the Subscribers section. Learn more.

Method 2: Integrations

You can set up integrations to trigger conversion event 2:

  • Zapier – Set up a Zapier automation to update the referral status.

  • CRM or Payment Tools – Trigger events through:

    • HubSpot

    • Stripe

    • Salesforce

    • Blockchain event

Setup instructions are available in the ReferralHero integrations documentation.

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