Qualifying Events

Qualifying events are the specific actions or milestones that trigger a successful referral in RefRef, determining when rewards are earned.

What are Qualifying Events?

A qualifying event is a predefined action that a referred user must complete for a referral to be considered successful. These events:

• Define when a referral is counted as a conversion
• Determine when rewards are triggered
• Help measure the effectiveness of your program
• Align referral incentives with business objectives
• Provide clear goals for program participants

Types of Qualifying Events

RefRef supports various types of qualifying events:

Signup/Registration

• New user creates an account
• Simple to track but may have lower value
• Useful for growing user base or email list

Purchase/Transaction

• Referred user makes a purchase
• Can be first purchase or reaching a minimum order value
• Directly ties referrals to revenue

Subscription

• Referred user starts a paid subscription
• Can include trial conversion or specific subscription tier
• Valuable for recurring revenue businesses

Application Completion

• Referred user completes an application process
• Common for financial services, education, or B2B
• Helps generate qualified leads

Custom Events

• Specific actions defined by your business needs
• Examples: feature usage, content consumption, engagement milestones
• Allows for highly tailored programs

Configuring Qualifying Events

To set up qualifying events in RefRef:

1. Navigate to your program settings
2. Select the "Qualifying Events" section
3. Choose the event type that aligns with your goals
4. Configure specific parameters:
   • Timeframe (how long after referral the event must occur)
   • Value thresholds (minimum purchase amount, subscription tier, etc.)
   • Verification requirements
   • Exclusions or restrictions
5. Set up tracking mechanisms (API, webhook, manual verification)
6. Define reward triggers based on the qualifying event

Advanced Configuration

Multi-stage Qualifying Events

RefRef allows you to create sequential qualifying events:

• Initial reward for signup
• Additional reward for first purchase
• Ongoing rewards for subscription renewals

This creates a progressive reward structure that incentivizes continued engagement.

Conditional Qualifying Events

Create rules with specific conditions:

• Different events for different product categories
• Varied thresholds based on customer segments
• Seasonal or promotional event modifications

Integration with External Systems

Connect qualifying events to your:

• CRM system
• Ecommerce platform
• Payment processor
• Subscription management tool
• Customer data platform

Best Practices

• Align with Business Goals - Choose events that drive meaningful business outcomes
• Balance Accessibility and Value - Events should be attainable but valuable
• Clear Communication - Ensure participants understand what constitutes a successful referral
• Appropriate Timeframes - Set reasonable windows for qualifying events to occur
• Fraud Prevention - Implement safeguards against artificial or fraudulent events
• Regular Review - Analyze and adjust qualifying events based on program performance

Measuring and Optimizing

Track these metrics to evaluate your qualifying events:

• Conversion rate from referral to qualifying event
• Time to conversion
• Value of conversions
• Participant understanding and satisfaction
• Fraud or misuse incidents

Use these insights to refine your qualifying events for optimal program performance.