Run · Referral tracking
Track every referral, from invite to paying customer.
Every friend stays tied to the person who invited them. You decide when a referral counts, a sign-up, a purchase or a won deal, and Stripe, your CRM, a page visit or your own code reports it.
- Plan
- Sign-ups on every plan, purchases from Plus
- Works with
- Stripe, HubSpot, Salesforce, GoHighLevel
- Setup
- Choose it in the Goals step
Customer referralDashboardRewards ManagementAll Time
- Participants
- 1,284
- Referred Leads
- 412
- Shares
- 2,903
- Successful Referrals
- 187188
Maya R. paid $49 · referral counted for Jay B.now
ParticipantsSource
How does referral tracking work?
- 1
A friend joins through a referral link
Jay shares a personal link. Maya opens it and joins on your site or on the hosted page for invited friends, and from then on Maya counts as Jay's referral.
- 2
You choose when a referral counts
In the Goals step: as soon as the friend joins, or only after a second step, like a purchase or a completed profile.
- 3
Your tools report the second step
Stripe, your CRM, a visit to a page you pick, one line of JavaScript or your server tells Viral Loops when Maya buys.
- 4
The referral counts, with what it was worth
Maya is marked converted, Jay gets one more successful referral, and the value goes into your dashboard. Jay's rewards follow from there.
What can you set up in referral tracking?
Every option by its name in the app, with the plan that includes it.
Compare plans- Count a sign-up
- A referral counts as soon as the friend joins: a sign-up, a demo request, a trial or a form.
- All plans
- Count a second step
- A referral counts only after a second action, such as a purchase or a completed profile.
- Plus and up
- Page visit
- No code: the referral counts when the friend reaches a page you choose, like your thank-you page.
- JavaScript SDK
- One line on your site, campaign.track('conversion'), when the friend does the thing that counts.
- Stripe
- A payment counts the referral, for all your products or only the ones you pick.
- Growing and up
- Your CRM
- A won deal in Salesforce, a won opportunity in GoHighLevel or a HubSpot workflow counts the referral.
- Private API call
- Your server reports the conversion with your secret API token.
- Growing and up
- Only authorized conversions
- Only conversions sent with your private API token count; conversions from the browser are ignored.
- Value tracking
- Add what each conversion is worth, and the dashboard shows the revenue referrals bring.
- Growing and up
- Assign a referrer by hand
- Add a participant with their referrer's code when a friend joined without the link.
- All plans
- Count a referral by hand
- Mark participants as converted, or adjust a referrer's counts in their profile.
- All plans
- Referred or organic
- Filter participants by source, referred or organic, and by status, pending or converted.
- All plans
Which templates and tools work with referral tracking?
All integrations
Referral templateRefer a FriendBoth sides get a reward when the friend's sign-up or purchase counts.
Referral templateThe Universal ReferralChoose what counts: a sign-up, a subscription or a purchase.
Referral templateThe Milestone ReferralEach successful referral moves the referrer toward the next reward.
- StripeA payment counts as a referral, and rewards land as credit or coupons.
HubSpotParticipants sync as contacts, with their referral link and referral count.
SalesforceNew leads and contacts join your program, and won deals count as referrals.
GoHighLevelContacts sync with their referral link, ready for your automations.
ZapierSend any referral event to 500+ more apps, no code.- Webhooks & APISend campaign events to your own systems, or build on the REST API.
FAQ
Referral tracking FAQ
What counts as a successful referral?
You decide in the Goals step. It can be the friend joining (a sign-up, demo request, trial or form) or a second step after that, such as a purchase or a completed profile.
How does Viral Loops know who referred whom?
Each participant shares a link that carries their referral code. When a friend joins through it, they are tied to that referrer, and you see the referrer in the friend's profile.
Can a referral count only when the friend pays?
Yes. Choose the second step in the Goals step and report the payment from Stripe, your CRM, a page visit, the JavaScript SDK or a private API call.
What if the friend pays on another domain?
Pass the referral code along to that domain, since the conversion has to reach Viral Loops with the friend's code or email.
Can I track how much each referral was worth?
Yes, with value tracking on Growing and Power. Stripe adds the product price automatically, and CRM deals carry their value.
Can I fix a referral by hand?
Yes. Add a participant with their referrer's code, mark people as converted, or adjust a referrer's counts in their profile.
More Run features
All featuresStart counting the referrals that matter.
Plans start at $35 a month, billed annually. Try it free for 14 days, or talk to our team.