Common Questions

This page collects the most popular questions about ReferralHero.
Can I add a subscriber or referral manually?
To add a subscriber or a referral manually to your campaign:
go to your campaign dashboard > Subscribers
Click the +Add Subscriber button in the top right corner
In the modal enter the subscriber's information, like the email address and name
Click Add Subscriber
To add a referral make sure to enter the referrer's email address or referral code in the Referrer field. (If you're adding [email protected] who has been referred by [email protected], make sure to enter john.doe@email.com in the Referrer field)
Can I use my own sign up / opt-in form?
Yes! ReferralHero is a very dynamic software solution. You have a few options for using your own sign up form and ReferralHero as your backend to power your referral program. You might want to use your own sign up form if you are looking for a more custom branding experience or want to collect additional opt-in user data than the ReferralHero widget can offer. Here are your options for using your own sign up form:
1.Use your current CRM sign up form and connect to ReferralHero using our native Zapier connection. Follow these instructions for Hubspot or Mailchimp. These are just examples, you can connect any CRM form to ReferralHero and the connection process would be very similar.
2.Use a sign up / survey widget and connect to ReferralHero using our native Zapier connection. Follow these instructions for Typeform. This is just an example, you can connect any sign up widget to ReferralHero and the connection process would be very similar.
3.Build your own sign up form using HTML / Javascript and connect to ReferralHero with our Javascript API or REST API (this option provides the most flexibility but requires technical knowledge).
How does the ranking work?
ReferralHero's ranking system is pretty simple.
In a nutshell, ReferralHero offers two types of campaigns: points-based and referrals-based. The ranking system is determined based on either the number of points or the number of referrals. This means that subscribers can be ranked and positioned in the leaderboard based on their accumulated points or the number of successful referrals they have made.
Let's consider a points-based campaign as an example:
Sarah has got 11 points
Tom has got 8 points
Sarah will be 1st on the list and Tom 2nd.
What happens if multiple people share the same number of points?
When multiple people share the same number of points, we look at when they signed up, the earlier the better. For example:
Sarah has got 11 points and signed up on Monday
Tom has got 8 points and signed up on Wednesday
Mark has got 8 points and signed up on Tuesday. 
Tom and Mark have both 8 points but Mark signed up before Tom. So this is the ranking:
1.Sarah
2.Mark
3.Tom
How many positions do I gain when a subscriber gains another point/refers a new person?
Given the architecture of our referral system, it’s impossible to answer this question. An example will illustrate this.
Continuing with our example, let's say Mark gains another point, bringing his total to 9 points. However, despite gaining points, Mark doesn't move up in the ranking because Sarah still has 11 points. 
This illustrates that earning a certain number of points doesn't automatically guarantee a higher position on the leaderboard. However, it also means that no one is ever truly out of the game, as there are opportunities to earn more points and improve their ranking.
Consider this scenario: In a list of 1,000 subscribers, some have earned one point, some two, and some none. Now, a new person signs up and earns three points. This person now has the most number of points in the campaign and jumps to the top of the list, surpassing the 1,000 subscribers ahead of him despite being the last to sign up!
To assign points in your campaign, follow these steps:
1.Go to your campaign dashboard > Edit Campaign > Goal > Conversion Events and Social Share Actions to enable a points-based campaign
2.In the campaign dashboard, go to Points to assign points for conversion events and/or points for social share actions
How can a subscriber in my campaign see the status of their referrals?
Directly on the share widget. When building your campaign, you have the option to show or not show the leaderboard, people referred, and/or their position on the share widget.
Go to your campaign dashboard > Edit Campaign > Widget Builder > Dashboard Widget > Share Screen to customize the look and feel of your share widget
In addition, if you choose to show reward images, when a member unlocks a reward, the reward box will be grayed out and display "unlocked" as default.
Subscribers have a few way of accessing the share widget:
1.Directly after they sign up (this happens by default but you can also do a redirect to a different page)
2.Automatically when they revisit your landing page
Go to your campaign dashboard > Edit Campaign > Widget Builder > Dashboard Widget > Share Screen > Template Settings > Advanced Options and switch on Open sharing screen if already signed up
3.Check Status button on the Dashboard Widget Signup Form
Go to your campaign dashboard > Edit Campaign >Widget Builder > Dashboard Widget > Signup Form, click on the ‘Form Submit Button’, in the 'Property Options' tab, customize the text for the login button
How do I import existing contacts?
To import your existing users/subscribers in ReferralHero go to your campaign dashboard >  Subscribers >  Import.
On that page you can upload a CSV file containing the data of your existing users.
File Formatting
Your CSV file must have headers and they must be lowercase. The only two required headers are email and domain. The domain column will be used to create the referral link. So if you want the referral link to be http://mywebsite.com/competition, the domain column should be http://mywebsite.com/competition. 
There are other, optional, columns that you can use:
column
description
name
Subscriber's name
extra field
Subscriber's extra field (e.g: phone number)
extra field 2
Subscriber's extra field 2 (eg: country)
date
Subscriber's sign up date (DD/MM/YYYY or DD/MM/YYYY HH:MM)
referrals
Subscriber's number of referrals. Useful if you're importing
people who have already accumulated referrals
from a previous referral program
referrer
Use this column to indicate the referrer of a subscriber.
The value is the email address of the referrer
We highly recommend using our example file as a starting point.
Good to know
All imported subscribers will have imported_from_csv as their source.
You can choose to send a Welcome email to your imported subscribers by switching on Send welcome email. The Welcome email will be sent only if you have created one and is active.
If you switch on Subscribe imported contacts to MailChimp, your contacts will also be imported in the MailChimp list specified in the "Integrations" page. If an imported contact already exists in your MailChimp list, we will update name and custom fields.
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Can I install multiple Tracking Codes on the same page?
Currently it is not possible to have multiple global or opt-in Tracking Codes (or widgets) on the same page.
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Does ReferralHero support all languages?
Yes. Depending on your needs, you can accomplish this in two different ways:
1.Edit the text of any campaign to the desired language.
2.Set up multiple campaigns for each language. But this has some imitations: 
To run two campaigns at the same time on the same website/domain embed the tracking scripts of each campaign ONLY on the landing page of that specific campaign. To do this you'll need to implement a custom header for each campaign landing page.
Normally the ReferralHero global tracking script sits on every page of your website for a single campaign. This is not possible when you have multiple campaigns running on the same website, at the same time. Therefore, the campaigns will only track subscribers who visit and join on that specific landing page.
It is not possible for a campaign to switch between multiple language selections.
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How can I track sign-ups in Google Analytics?
To track a sign-up in Google Analytics simply use the afterSuccess callback and choose which events you want to send.
<script type="text/javascript">
  window.RHConfig = {
      callbacks: {
        afterSuccess: function(output) {
          if (output.response == "subscriber_created") {
            ga('send', 'event', 'ReferralHero', 'sign-up', 'Waiting List');
          }
        }
      }
  }
</script>
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How do I change the referral links of existing subscribers?
There could be many reasons why you want to change the referral links of your subscribers:
you put the widget on the wrong page by mistake
you have changed landing on your website
you have changed your website URL
Whatever the reason, to update the URL of the referral links:
1.Go to your campaign dashboard
2.Go to Settings > Danger Zone
3.In the orange box, enter the new URL. It must be a valid URL (eg: https://mywebsite.com/refer-a-friend, with http or https)
4.Click Update
Good to know
This process will permanently change the referral links of your existing subscribers and can't be undone.
This process will only update the referral links of existing subscribers. If you want to make sure new subscribers use the new URL, set it as default in Edit Campaign > Options > Default Referral Link
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How do I redirect users to a different page after sign up?
You can redirect people to a separate page instead of displaying the sharing screen.
Go to your campaign dashboard > Edit Campaign > Widget Builder > Dashboard Widget > Signup Form > click on ‘Form Submit Button’ > go to ‘Property Options’ > switch on ‘Redirect after sign up’ > enter a ‘Redirect URL
When you enable this option, people who sign up through one of our embeddable widgets will be automatically redirected to the URL you entered.
To make it easy to know WHO has been redirected to that page, ReferralHero adds some parameters to the URL. They are:
Parameter
Description
rh_email
The subscriber's email address
rh_name
The subscriber's name
rh_extra_field
The subscriber's extra field value
rh_extra_field_2
The subscriber's extra field 2 value
rh_code
The subscriber's referral code
Displaying referral links
A common use case is to redirect a person to a page and show them their referral link. There are two ways to achieve this:
1.Use ReferralHero's widget
Just embed the ReferralHero widget on the destination page and make sure to switch on Open sharing screen if already signed up in Edit campaign > Widget Builder > Dashboard Widget > Share Screen > Template Settings > Advanced Options
2.Use "hr_code" parameter
If you have some coding skills, simply grab the hr_code parameter from the URL and use it create the referral link. Remember that a ReferralHero-valid referral link must use the mwr parameter in the URL. So for example, if you want to create a referral link that points to https://mywbesite.com, your referral link will be https://mywbesite.com?mwr={hr_code}
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Can I reset a campaign?
IMPORTANT
If you reset your campaign, all your data will be permanently deleted from our database, including all subscribers and analytics data. However, the campaign settings will not be touched. Resetting a campaign is useful if you want to test your campaign with real data before you go live.
To reset a campaign:
1.go to your campaign dashboard > Settings > Danger zone
2.click on the red link Reset all data
3.Confirm the deletion
After you confirm wait a couple of minutes for the process to terminate and reload your page.
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I'm testing my campaign but referrals not recorded
If you're testing ReferralHero by signing up multiple times from the same device you might notice that referrals are not recorded.
This happens because after a sign up has been recorded on a device/browser, ReferralHero attaches some cookies to that browser. ReferralHero uses these cookies to preload the subscriber's info on subsequent visits but also to make sure the same person is not referred twice.
To solve this problem, and test your campaign with all the emails you want, we recommend spinning up a new incognito window every time you want to sign up a new email address.
Another reason could be the use of alias email addresses. An email address is an email address that uses the + sign (e.g: [email protected]). Since a user can create unlimited alias email addresses, we don't track them as referrals to prevent cheating.
How do I customize the font of the embeddable widgets?
ReferralHero's embeddable widgets automatically use the font set for the parent container, however sometimes this means that the wrong font is used.
To change the font of the widget, you have two options:
1.Change the Font Family in each individual design element, e.g. text element, etc, you use in the widget design 
2.Go to you campaign dashboard > Edit Campaign > Widget Builder > 'Signup Form' or 'Share Screen' > Template Settings > Custom CSS. 
For example, you can enter the following text to make font customizations:
#mtr-optin-form *, #mtr-sharing-screen * {
  font-family: 'Nunito'
}
Don't forget to change 'Nunito' with the font-family you want to use.
​Click here to see other stylizing options you can customize with CSS.
How do I stop/close a campaign?
To close a campaign simply go to your campaign dashboard and click on the Stop campaign button.
Good to know
When you stop your campaign your widget will immediately stop working and we'll stop sending all the Automation emails. If you change your mind, you can always resume your campaign by clicking the Resume campaign button.
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Last modified 7d ago
column	description
name	Subscriber's name
extra field	Subscriber's extra field (e.g: phone number)
extra field 2	Subscriber's extra field 2 (eg: country)
date	Subscriber's sign up date (DD/MM/YYYY or DD/MM/YYYY HH:MM)
referrals	Subscriber's number of referrals. Useful if you're importing people who have already accumulated referrals from a previous referral program
referrer	Use this column to indicate the referrer of a subscriber. The value is the email address of the referrer
Parameter	Description
rh_email	The subscriber's email address
rh_name	The subscriber's name
rh_extra_field	The subscriber's extra field value
rh_extra_field_2	The subscriber's extra field 2 value
rh_code	The subscriber's referral code