Quick Add Referral Verification

When using the Quick Add referral feature, new referrals can be required to verify their email and/or SMS before being officially added to your campaign.

What is Quick Add Referral Verification?

Quick Add Referral Verification requires referrals added by an existing subscriber to confirm their email and/or SMS before they are enrolled in your campaign. This helps you:

• Avoid fake or mistyped contact entries

• Ensure referrals are real and have explicitly opted in

• Comply with privacy and anti-spam regulations

How to Enable the 'Quick Add' Invitation Email/SMS?

1. Go to your campaign dashboard > Edit Campaign > Automations > Welcome Emails/SMS Messages

2. Locate 'Quick Add' Invitation Email/SMS

3. Customize the content of the email/SMS

4. Save the changes

If this email is enabled, the referred subscriber must click the confirmation link before being added to your campaign.

How Verification Works

1. A current subscriber logs in to their dashboard and uses the Quick Add form to refer someone by entering their name, email, and/or SMS

2. If the Quick Add Invitation Email/SMS is enabled, an email or SMS is automatically sent to the referred person, asking them to confirm their details

3. The referral must click the confirmation link in the email/SMS to complete their signup and officially join your campaign

4. Once confirmed, the referral appears as a verified subscriber, and the advocate will receive rewards (if applicable)

5. If a referral remains unverified, the Quick Add Invitation Email/SMS will be triggered again after 6 hours

Thank You Page

When subscribers verify their email address, you have two options:

1. Display their dashboard (default behavior)

2. Send them to a custom thank you page

This option is not available for Quick Add Invitation SMS messages.

Redirect to a custom URL

If you want to redirect subscribers to a custom URL of your choice:

1. Go to your campaign dashboard > Edit Campaign > Automations > Welcome Emails > Quick Add Invitation Email

2. Scroll to the bottom of the page and switch on the toggle After email confirmation, send subscribers to a custom thank you page

3. Enter the URL of your custom thank-you page and save your changes

When redirecting subscribers, ReferralHero will append the following parameters to your URL:

• rh_email, with the subscriber's email

• rh_name, with the subscriber's name

• rh_code, with the subscriber's unique referral code

• rh_subscriber_id, with the subscriber's ID

• rh_position, with the subscriber's position in the list

Showing ReferralHero's Sharing Screen on Your Custom Thank-You Page

If you redirect people to a custom thank you page on your website, you would normally need to design this page yourself, including code to grab the referral link, generate sharing buttons, etc. However, there’s a simpler way:

1. Go to your campaign dashboard > Edit Campaign > Widget Builder > Advocate Dashboard > Dashboard > Template Settings

2. Switch on Open sharing screen if already signed up

3. Add the ReferralHero Advocate Dashboard Widget to your custom thank you page

Now when people are redirected to your custom thank you page, ReferralHero will recognize them and automatically open the sharing screen.

NOTE: Since ReferralHero uses cookies (which are device-specific), this won’t work if users confirm their email address from a different device than the one they used to sign up (e.g., sign up on a desktop but confirm via phone).