Referral template · Combines every template

The Universal Referral

The Universal Referral is Viral Loops’ most flexible referral program template: reward referrers, their friends or both, for every referral or at milestones, when a friend signs up, subscribes or buys.

Use this template14-day free trial · No credit card requiredBook a demo
Best for
Programs that run all year
Who gets rewarded
Referrers, their friends, or both
A referral counts when
Sign-up, purchase, or any event you send
Plan
Plus and up
A paper surprise bag spilling bread, carrots and an apple, for Food to Save

Invite friends

Give 20% off, get $5

Your friend gets20% offon their first purchase
You get$5for every friend who buys

4 friends joined with your link

Jay joined. $5 for you, 20% off for Jay

Campaigns run on the Universal Referral

  • ActionCOACH UK
  • StartSe
  • Food to Save
  • Modern Dose
  • Letterly

How does the Universal Referral work?

Built for a program that runs all year, not a one-off campaign. You decide what a referral is and what it earns.

  1. 1

    People get referral links

    Everyone gets a link automatically, or joins the program through a form.

  2. 2

    They refer friends

    A referral counts when the friend becomes a customer, subscriber or lead: the goal you set.

  3. 3

    You reward them

    Reward the referrer for inviting and the friend for joining, with reward tiers along the way.

Who is the Universal Referral for?

  • A teacup with a paper speech bubble rising like steam, for Speak Up London

    Schools and courses

    Students refer friends to programs: the friend gets a discount, the referrer earns cash, free classes or gifts.

    Run by
    • StartSe
    • Speak Up London
    • Letterly
  • A coach’s whistle and stopwatch on a clipboard with a gold star, for ActionCOACH

    Services and coaching

    A referred business owner gets a free strategy session, and both sides can enter a prize draw when they join a program.

    Run by
    • ActionCOACH UK
  • A shaker bottle swirling with orange and pink drink mix, for Modern Dose

    Apps and ecommerce

    Welcome the friend with a starter coupon, and reward the customer when the friend buys.

    Run by
    • Food to Save
    • Modern Dose
    • 5DayDeal

What rewards can you offer with the Universal Referral?

Pay for every referral, add milestones, welcome the friend, or combine them. The examples come from our set-up guide.

RuleExampleWho gets it
Every referral$5 for every friend who buysThe referrer
Milestones$5 at the first referral, $40 at threeThe referrer
Welcome reward20% off the first purchaseThe friend
Combined$5 per friend, plus a free product at fourBoth

Send rewards yourself, or automatically as credit and coupons through Stripe, gift cards through Tremendous or gifts through Sendoso. A referral can count when someone joins, visits a page you pick, or when you send an event through Zapier, the API or the SDK.

Results from Viral Loops customers

What’s included in the Universal Referral?

Set up in the Campaign Wizard: rewards, pages, goals and emails. Zapier, webhooks and the API connect anything not listed.

All integrations

Widgets

  • Form and popup
  • Referral link and sharing options
  • Leaderboard and stats
  • Progress tracking
  • Invitee form

Pages

  • Referrer page, hosted or on your site
  • Invitee page

Emails

  • Welcome email
  • Successful referral email

Works with

  • StripePayments
  • TremendousRewards
  • SendosoGifts
  • HubSpotCRM
  • Customer.ioEmail
  • Zapier500+ more apps

FAQ

Universal Referral FAQ

Can this run as an ongoing program?

Yes. Customers can join and start referring at any time, and their rewards add up over time. It is built for continuous use, not a short campaign.

What can count as a successful referral?

Joining the program, visiting a page you choose (like a thank-you page), or any event you send through Zapier, the API or the SDK, such as a purchase or an upgrade to a paid plan. You can also require several steps before a referral counts.

How are rewards delivered?

You can approve them from your dashboard, or send them automatically through Stripe, Tremendous or Sendoso. Automatic rewarding is on the Growing plan and up.

Do I need a developer?

No. The no-code installer finds your sign-up forms, and the widgets go in with two lines of code. Developers can go further with the JavaScript SDK (every plan) or the REST API (Plus and up), or our team can set it up for you.

Can I track the revenue referrals bring?

Yes. Give each successful referral a value and see referral revenue in your analytics. Referral revenue tracking is on the Growing plan and up.

Start with the Universal Referral.

Plans start at $35 a month, billed annually. Try it free for 14 days, or talk to our team.

Use this template14-day free trial · No credit card requiredBook a demo