# Three-Step Conversion

If your campaign tracks three conversion events, follow the steps below to set up tracking.

## **Easy Mode vs Advanced Mode** <a href="#easy-mode-vs-advanced-mode" id="easy-mode-vs-advanced-mode"></a>

There are two ways to configure your campaign setup.

<details>

<summary>Choose the mode that best fits your setup needs:</summary>

| Easy Mode (no coding required)                                                                                                                                                                                                              | Advanced Mode (custom setup)                                                                                                                                                                                                                                                                                                                                                                                                                        |
| ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| <ol><li><a href="https://support.referralhero.com/campaign-builder/launch#install-the-referralhero-global-tracking-code">Install the ReferralHero Global Tracking Code</a></li></ol>                                                        | <ol><li><a href="https://support.referralhero.com/campaign-builder/launch#install-the-referralhero-global-tracking-code">Install the ReferralHero Global Tracking Code</a></li></ol>                                                                                                                                                                                                                                                                |
| <ol start="2"><li><a href="https://support.referralhero.com/campaign-builder/launch#choose-how-advocates-access-their-dashboard">Choose how advocates will access their dashboard</a></li></ol>                                             | <ol start="2"><li>Choose how to automatically add new users or customers to your campaign:</li></ol><p>        <a href="https://support.referralhero.com/campaign-builder/integrations">Integrations</a></p><p>        <a href="https://support.referralhero.com/integrate/javascript-web-api">Javascript web API</a></p><p>        <a href="https://support.referralhero.com/integrate/rest-api">Rest API</a></p>                                  |
| <ol start="3"><li><a href="https://support.referralhero.com/campaign-builder/launch#display-a-referral-welcome-message-optional">Do you want to display a referral welcome message?</a></li></ol>                                           | <ol start="3"><li><a href="https://support.referralhero.com/campaign-builder/launch#choose-how-advocates-access-their-dashboard">Choose how advocates will access their dashboard</a><br></li></ol><p>       <a href="https://support.referralhero.com/integrate/javascript-web-api">Javascript web API</a></p><p>       <a href="https://support.referralhero.com/integrate/rest-api">Rest API</a></p>                                             |
| <ol start="4"><li><a href="https://support.referralhero.com/campaign-builder/launch/three-step-conversion#tracking-methods-for-conversion-event-1">Choose how to track when a referral completes your first conversion event</a></li></ol>  | <ol start="4"><li><a href="https://support.referralhero.com/campaign-builder/launch#display-a-referral-welcome-message-optional">Do you want to display a referral welcome message?</a></li></ol>                                                                                                                                                                                                                                                   |
| <ol start="5"><li><a href="https://support.referralhero.com/campaign-builder/launch/three-step-conversion#tracking-methods-for-conversion-event-2">Choose how to track when a referral completes your second conversion event</a></li></ol> | <ol start="5"><li><a href="https://support.referralhero.com/campaign-builder/launch/three-step-conversion#tracking-methods-for-conversion-event-1">Choose how to track when a referral completes your first conversion event</a><br></li></ol><p>       <a href="https://support.referralhero.com/integrate/javascript-web-api">Javascript web API</a></p><p>       <a href="https://support.referralhero.com/integrate/rest-api">Rest API</a></p>  |
| <ol start="6"><li><a href="https://support.referralhero.com/campaign-builder/launch/three-step-conversion#tracking-methods-for-conversion-event-3">Choose how to track when a referral completes your last conversion event</a></li></ol>   | <ol start="6"><li><a href="https://support.referralhero.com/campaign-builder/launch/three-step-conversion#tracking-methods-for-conversion-event-2">Choose how to track when a referral completes your second conversion event</a><br></li></ol><p>       <a href="https://support.referralhero.com/integrate/javascript-web-api">Javascript web API</a></p><p>       <a href="https://support.referralhero.com/integrate/rest-api">Rest API</a></p> |
|                                                                                                                                                                                                                                             | <ol start="7"><li><a href="https://support.referralhero.com/campaign-builder/launch/three-step-conversion#tracking-methods-for-conversion-event-3">Choose how to track when a referral completes your last conversion event</a></li></ol><p>       <a href="https://support.referralhero.com/integrate/rest-api">Rest API</a></p>                                                                                                                   |

</details>

## **Tracking Methods** <a href="#tracking-methods" id="tracking-methods"></a>

Below are the available methods for tracking your three-step conversion campaign:

### 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.

<figure><img src="/files/8ESJ4lCDcQO4jNW1ydLT" alt=""><figcaption></figcaption></figure>

#### 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.&#x20;

{% hint style="warning" %}
Replace `MFxxxxxxxxxx` with your campaign UUID.
{% endhint %}

#### 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>
```

3. 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 non-referrals 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. \
   \&#xNAN;*If your form doesn’t appear, check our alternative methods for adding subscribers and referrals.*
6. Click **“Save”** to confirm your settings.

<figure><img src="/files/NGOzc3o2970aMyf7bKlo" alt=""><figcaption></figcaption></figure>

#### **Method 3: CRM Integrations**

You can set up the **HubSpot** integrations to trigger referral conversion event 1 automatically. [Learn more.](https://support.referralhero.com/campaign-builder/integrations/hubspot)

### 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.](https://support.referralhero.com/campaign-management/subscribers/update-referral-status)

#### **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

<figure><img src="/files/xZNh6Q6YWbONcuTrYHvB" alt=""><figcaption></figcaption></figure>

#### **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 ](https://support.referralhero.com/campaign-builder/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.](https://support.referralhero.com/campaign-management/subscribers/update-referral-status)

#### **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 ](https://support.referralhero.com/campaign-builder/integrations)documentation.


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