Platform

Referral System

Automatic referral tracking and attribution. Every contact gets a unique referral code and link — no setup required.


How it works#

The referral system works automatically across all tools:

  1. Every contact gets a unique referral_code on creation
  2. The referral link is: https://yoursite.com?ref=ref_abc123
  3. When someone visits via a referral link, the embed script detects the ?ref= parameter
  4. The referral code is stored in sessionStorage for the duration of the visit
  5. When the visitor signs up (waitlist, form, etc.), the signup is attributed to the referrer
  6. A referral_conversion event is tracked

Referral codes#

Referral codes are shared between the Contact model and WaitlistSignup. This ensures cross-model referral resolution works — when a new user signs up with ref=<code>, the system finds the referrer by their Contact record.

Referral codes are auto-generated and unique. They follow the pattern ref_ followed by random alphanumeric characters.

Waitlist integration#

The waitlist widget has first-class referral support:

  • Success state shows the referral link automatically
  • Referral leaderboard in the dashboard shows top referrers
  • Per-referrer conversion tracking in analytics
  • Confirmation emails include the referral link

Dashboard features#

  • Leaderboard: Top referrers ranked by conversion count
  • Contact detail: See who referred each contact and who they referred
  • Analytics: Per-referral-source conversion rates
  • Referral chain: Full attribution trail in contact detail view

Referral analytics#

The analytics dashboard includes referral-specific metrics:

  • Referral sources page — traffic and conversions by referral origin
  • Conversion attribution — which referrers drive the most signups
  • Filter analytics by referral source to see referred-only traffic