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How to start - Referral Page

How to Start with Referral Page

Getting Started

Welcome to Referral Page! This guide will help you set up and manage your referral program effectively.

Setting Up Your Referral Program

  1. Log in to your Referral Page dashboard.
  2. Click on "Add New Program" to create your first referral program.
  3. Set your referral percentage and other program details.
  4. Configure your payment integration (Stripe or LemonSqueezy).

Customizing Your Referral Page

Personalize your referral page to match your brand:

  • Choose colors for your primary and secondary elements.
  • Customize text for titles and descriptions.
  • Toggle visibility of various elements like daily stats or branding.

Integrating with Your Website

To add the referral program to your website, follow these steps:

1. Add the tracking script to your website:
<script src="https://referral.page/tracking.js" data-project-id="YOUR_PROJECT_ID"></script>

Replace YOUR_PROJECT_ID with your actual project ID.

2. Add the referral program widget:
<div id="referral-page" data-project-id="YOUR_PROJECT_ID" data-project-email="user@example.com"></div>
      <script src="https://referral.page/js/page.js"></script>

Replace YOUR_PROJECT_ID with your actual project ID and update the email as needed.

You can find more detailed integration instructions here.

Tracking Conversions

Referral Page offers multiple ways to track conversions:

1. Manual Tracking

ReferralPage(value, type, email);

Parameters:

  • value: The monetary value of the conversion (use 0 for non-monetary conversions like signups)
  • type: The type of conversion ('signup' or 'purchase')
  • email: The email of the user who completed the conversion

Examples:

<!-- Track a signup -->
      ReferralPage(0, 'signup', 'user@example.com');
      
      <!-- Track a purchase -->
      ReferralPage(99.99, 'purchase', 'user@example.com');

2. Stripe Webhook Setup

  1. Go to your Stripe Dashboard > Developers > Webhooks
  2. Click "Add endpoint"
  3. Set the endpoint URL to: https://referral.page/api/webhook/stripe/YOUR_PROJECT_ID
  4. Replace YOUR_PROJECT_ID with your actual project ID
  5. Select the following events to send:
    • invoice.paid
    • customer.subscription.created
    • customer.subscription.updated
  6. Click "Add endpoint" to save

Make sure you have set your Stripe Secret Key in your project settings.

3. Lemonsqueezy Webhook Setup

  1. Go to your Lemonsqueezy Dashboard > Settings > Webhooks
  2. Click "Add webhook"
  3. Set the webhook URL to: https://referral.page/api/webhook/lemonsqueezy/YOUR_PROJECT_ID
  4. Replace YOUR_PROJECT_ID with your actual project ID
  5. Select the following events:
    • order_created
    • subscription_created
    • subscription_updated
  6. Click "Create webhook" to save

Ensure you have set your Lemonsqueezy API Key in your project settings.

Important Notes
  • The tracking.js script must be included on all pages where you want to track referral clicks and conversions.
  • For manual tracking, ensure that you call the ReferralPage function after the tracking script has loaded and when you're certain the conversion has occurred.
  • Handle any errors that may occur during the tracking process to ensure a smooth user experience.
  • You can change the conversion tracking method in your project settings at any time.

Managing Payouts

Referral Page now offers both manual and automatic payout options for managing payments to your affiliates:

1. Accessing the Payments Page
Navigate to the "Payments" section in your project dashboard. Here, you'll see a list of all your referrals and their earnings.
2. Viewing Referral Information
For each referral, you'll see:
  • Their referral code
  • Email address
  • Total earnings
  • Payment status (paid or unpaid)
  • Payment method (e.g., Wise, PayPal)
  • Payment details (account information)
3. Processing Automatic Bulk Payouts

To use the automatic bulk payout feature:

  1. Ensure you have set up your PayPal or Wise integration in the project settings.
  2. On the Payments page, select the referrals you want to pay out using the checkboxes.
  3. Choose the payment method (PayPal or Wise) from the dropdown menu.
  4. Click the "Process Bulk Payout" button.
  5. Confirm the action when prompted.
  6. The system will process the payouts automatically and update the payment status for each referral.

Note: Automatic bulk payouts are available for users on the Pro and Enterprise plans.

4. Processing Manual Payouts
For users who prefer manual control or are on the Basic plan:
  1. Review the unpaid earnings for each referral.
  2. Use the payment method and details provided to send the payment manually through the respective platform (e.g., Wise or PayPal).
  3. After sending the payment, find the referral's row in the Payments page.
  4. Click the button to mark the payment as completed. This will update the payment status in the system.
5. Payment History
The Payments page shows the history of previous payouts, including the date of the last payment for each referral. You can use this to track both manual and automatic payouts.
6. Setting Up Payment Integrations

To use automatic bulk payouts, you need to set up your payment integrations:

  1. Go to your project settings.
  2. Scroll to the "Payment Integration Settings" section.
  3. Enter your PayPal Client ID and Client Secret for PayPal integration.
  4. Enter your Wise API Token and Profile ID for Wise integration.
  5. Save your settings.

Keep your API credentials secure and never share them publicly.

Note: It's important to keep track of your payments and ensure they match the records in your Referral Page dashboard. Regular reconciliation can help prevent discrepancies.

Frequently Asked Questions

Yes! You can try Referral Page for free to see how it works for your SaaS.

Integration is simple - just add our tracking script and widget code snippet to your website, and you're ready to go. We also provide detailed documentation for more advanced setups.

Absolutely! You can customize the design, reward structure, and other aspects to match your brand and business goals.

Yes, you can cancel or upgrade your subscription at any time from your dashboard.

No, there are no limits on how much your affiliates can earn through referrals.

We offer both manual and automatic payout options. For Pro and Enterprise users, we provide automatic bulk payouts through integrations with PayPal and Wise, making it easy to reward your affiliates. Users on the Starter plan can still process payouts manually. You can choose the method that best suits your needs and workflow.

Yes, we support integrations with Stripe and LemonSqueezy, as well as manual conversion tracking by calling the JS function.

For any additional questions, please don't hesitate to contact our support team via live chat.

Try Referral Page for free today

Turn referrals into your most valuable growth channel

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