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How uRefer Works for You

Easily generate, track and reward referrals using uRefer's software platform

Running a referral program on your own can be a big commitment and is often resource intensive. With uRefer, you can quickly set up and run an effective referral program with minimal effort.

5 simple steps to managing an effective referral program:

Create your Referral Program (Show Details)
Start by filling out an online form that contains the essential information about your referral program. Once the initial program is created, you can use that form as a template to easily adapt and create additional programs.
You can define:
  • Who you want to be introduced to (types of leads)
  • Referral Reward:
    • For introductions, meetings or transactions
    • Fixed $ or % of sale
    • Allow reward sharing (with Charity or Prospect)
  • Special offers or incentives to new prospects/leads
  • Offer availability -- regional or national
  • Any applicable eligibility restrictions
Promote your Referral Program to potential Connectors (Show Details)
uRefer equips you with a number of promotional tools that allow you to effectively reach and motivate your contacts via multiple channels.
Invite your existing contacts to be your Connectors:
  • Easily Import your contacts from Outlook, Gmail, Yahoo, Hotmail, AOL or LinkedIn.
  • Notify your contacts in an automated fashion about your referral program and invite them to stay informed of future updates.
  • Tap into uRefer's Marketing Services to create postcards, emails & posters to promote your referral programs
Link to your Referral Program:
  • Promote links (URL) to your Referral Program Mini Site that contains program details and allows contacts to easily make introductions.
  • Create an easy to remember vanity URL that points to your referral program (eg: www.americanlaser.com/refer)
  • Promote your referral program URL on your website, emails and offline marketing materials.
  • Create your own clickable buttons or use a uRefer designed button:
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Tap into the uRefer Connector Community:
  • Once your program is created, you can choose if you want to display it in the uRefer Marketplace & uRefer newsletter, which further expands your program exposure to the growing community of uRefer Connectors.
Connect with new introductions - Prospects who want to hear from you (Show Details)
  • Your Connectors can then easily share your offer with potential prospects in a variety of ways:
    • Email Introductions:
      • uRefer allows your contacts to easily introduce your offer to friends and colleagues by filling out a simple form, that sends out a personalized introduction email.
      • Prospects who are interested accept the introduction, releasing their info to you.
    • Share through a link:
      • Connectors can also generate a trackable link they can share with potential prospects through emails, blogs or social networks.
      • If a prospect comes through that link and fills out the lead form, the appropriate Connector is credited with the referral.
    • Print Referral Cards:
      • Your contacts have the option of printing referal cards that they can hand out to their friends. A great option if they don't remember their friends email address.
      • Each Referral Card has information about your company and the special incentive for referred customers.
      • Prospects who receive the card and provide their information through the trackable URL on the cards will be credited to the Connector who printed the referral card.


  • You follow up with the Prospect using your existing methods to close the transaction.
    • You will be sent an email with each new prospects information and can also access their information through your own administrative interface.
      • Integration with existing CRM systems is available for enterprise clients
    • Brick and Mortar retailers have the option of providing a printable coupon to referred prospects in order to track which referrals come to your stores and complete a transaction.
Pay Rewards using uRefer's Reward Management Center (Show Details)
  • When a transaction closes, uRefer collects your funding via credit card or Paypal. Monthly batch payments can be set up for enterprise clients.
  • uRefer collects a transaction fee for each successfully completed transaction.
  • Reward payments are made after receiving your confirmation.
  • uRefer then distributes reward payments to the appropriate parties.
Refine your strategy to maximize results (Show Details)
  • Review results 24/7 to get the most up-to-date status.
  • Test, track and optimize different offers to maximize program effectiveness.
Next: Why uRefer

Get Started Now

  • Register and get your program live in 30 min
  • Request a demo to talk to a representative
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