Three-Step Conversion
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If your campaign tracks three conversion events, follow the steps below to set up tracking.
There are two ways to configure your campaign setup.
Below are the available methods for tracking your three-step conversion campaign:
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.
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.
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>
This method shows the signup widget as a popup when a button is clicked.
To use the inline button:
Toggle on “Enable Inline Button” in the Launch settings
Add the following <div>
to your webpage inside the <body>
tag:
<div id='referralhero-signup-widget-button-MFxxxxxxxxxx'></div>
Customize the button label and behavior for both unidentified and identified users
Automatically track form submissions from your own website and add users to your ReferralHero campaign as subscribers or referrals.
To enable this method:
Toggle on “Automatic Form Tracking” in the Launch settings
Under “On Form Completion”, choose:
Add organic subscribers and referrals – Track all submissions
Add referrals only – Track only submissions from identified referrals
Under “Select Forms”, enter the URLs of pages that contain forms (comma-separated)
Click “Get Forms” to allow ReferralHero to crawl and list detected forms
Toggle on the forms you’d like to track. If your form doesn’t appear, check our alternative methods for adding subscribers and referrals.
Click “Save” to confirm your settings.
You can set up the HubSpot integrations to trigger referral conversion event 1 automatically. Learn more.
You can manually trigger the referral conversion by updating the referral status in the Subscribers section. Learn more.
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:
Toggle on “Visits Successful Conversion URL” in the Launch setting
Enter the destination URL in the field provided
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.
You can manually trigger the referral conversion by updating the referral status in the Subscribers section. Learn more.
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.