Refer Labs FAQ

Refer Labs is a concierge-grade referral platform for growth-minded teams across industries. It stitches together celebratory hero alerts, the ROI calculator, and partner automation so happy customers turn into measurable promoters without juggling spreadsheets.

Complete the signup form, share your customer roster, and our concierge team configures branding, rewards, automations, and the $250 sign-on credit you can offer new users. We handle CSV imports, ambassador assignment, and launch-ready campaigns so the dashboard is reporting immediately.

No—everything in the onboarding form, dashboard, and ROI calculator is drag-and-drop friendly. We import your data, set up messaging, and even provision integrations for you. If you want to extend the system, our team can hand you Supabase hooks or Zapier templates.

Yes. Every campaign includes opt-out controls, double opt-in verification, and consent tracking so you stay compliant with TCPA, CASL, GDPR, and local Australian privacy rules. Details live in the Terms and Privacy pages linked in every footer.

Support starts with the chatbot and expands into dedicated concierge calls, playbooks, and walkthroughs. We guide you through every dashboard area, schedules, and best practices so you’re never guessing what to do next.

Campaigns, Ambassadors, Analytics, Rewards, and Settings, plus an ROI module that mirrors the ‘Calculate your referral program ROI in 4 steps’ panel on the landing page. Campaigns manages flows, Ambassadors surfaces top referrers, Analytics tracks conversions, Rewards handles incentives, and Settings keeps branding and integrations aligned.

Upload a CSV, paste a list, or invite ambassadors manually from the People panel. Each contact gets a landing page, tracking link, and share kit automatically so you can start nurturing them today—the how-it-works walkthrough highlights every step.

Absolutely. Choose reward types (credit, gift card, discount), set payout cadences, and build tiers or one-time boosts within the Reward builder. You can even preview the reward ledger before the campaign launches.

Analytics provides a live referral feed, conversion trends, credit balances, and campaign-attribution breakdowns. Filters let you inspect yesterday, the last week, or any specific campaign’s ROI.

Head to Settings → Connections to plug in Shopify, Klaviyo, Mailchimp, Resend, Attentive, PaperRun, Loop, HubSpot, Salesforce, or your own webhook/API destination. The new “Who We Work With” strip highlights the primary partners you can enable today.

Notifications flag invite deliveries, reward approvals, compliance warnings, and automation issues. Each alert links back to the campaign, ambassador, and ROI ledger so you can resolve problems before they impact revenue.

A campaign bundles ambassador invites, messaging templates, reward logic, and compliance checks into one flow. It mirrors the how-it-works steps from import to reward and keeps everything tied to a single ROI ledger.

Every ambassador receives a unique URL (and QR/short code) that automatically captures clicks, purchases, and conversions. Refer Labs attributes that revenue back to both the ambassador and the campaign in real time.

Yes—campaign builders let you craft separate copy for email, SMS, WhatsApp, and web overlays, toggle channel delivery, schedule sends, and preview each template before launching.

The conversion triggers a thank-you sequence, credits the ambassador, updates the analytics ledger, and can optionally sync back to your CRM via an integration.

Reward controls let you cap spend per campaign, pause payouts when thresholds hit, and export ledger data for accounting. The live reward feed shows earned credits, payout statuses, and remaining budget.

Yes—route approvals to finance or ops so no ambassador is paid before a reviewer signs off. The system logs who approved what and when.

Duplicate emails, shared IP addresses, or suspicious spend patterns are flagged and auto-paused until a reviewer clears the activity.

Each campaign card offers Pause, Duplicate, or Archive controls. Duplicate a high-performing flow and tweak the copy without rebuilding the reward logic.

Leaderboards rank ambassadors by conversions, revenue, or custom metrics. Tiered incentives (Bronze/Silver/Gold) automatically bump rewards for your top catalysts.

Clone your base configuration into regional campaigns, apply location filters, and customize landing pages so each team only sees the referrals that matter to them.

Import your top customers, tag VIPs, and use automated nurture sequences to invite new advocates. Launch referral sign-up pages and celebrate their wins with the hero-style notifications showcased on the how-it-works page.

Use the dashboard’s ROI module or the Calculate ROI CTA on the homepage to test scenarios. Refer Labs forecasts acquisition cost, conversion lift, and recurring value per ambassador.

Yes—connect Salesforce, HubSpot, or any webhook-ready platform. Refer Labs pushes referral events, reward statuses, and revenue data back into your CRM so every team sees the same numbers.

Every campaign ships with opt-out-friendly, lawyers-reviewed templates that can be adapted per region and reused across channels.

Downloadable ledgers show earned credits, fulfilled rewards, paused conversions, and approval notes. Scheduled summary emails keep finance or leadership aligned with referral KPIs.

Share dashboards, pin leaderboard snapshots, and rely on scheduled updates. Comments and notifications within Refer Labs keep everyone on the same page.