Genius Referrals

Referral program software features built for flexible growth

Create branded customer referral, affiliate, partner, influencer, and employee programs. Enroll advocates, track referrals, automate rewards, manage payouts, connect your systems, and measure performance from one platform.
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Feature availability varies by plan and add-ons. View Plans & Pricing →

PROGRAM SETUP

Build the program that fits your business
Configure your referral program around your audience, conversion journey, reward strategy, and business model without being locked into a rigid program structure.
Referral program setup interface for configuring program types, campaign rules, rewards, and advocate experiences.

  • Flexible Program Types

    Run customer referral, affiliate, partner, influencer, and employee programs from one platform

  • Multiple Programs & Campaigns

    Create and manage multiple referral programs and reward campaigns as your organization grows.

  • Flexible Program Rules

    Define who can participate, what counts as a conversion, when rewards are earned, and how your campaigns operate.

  • Ready-to-Use Templates

    Start with referral portals, landing pages, post-purchase experiences, sharing tools, and widgets that you can customize for your program.

  • Branding & Customization

    Customize colors, content, domains, referral pages, emails, widgets, and advocate experiences to match your brand.

  • Guided Setup

    Get help configuring your program, reward structure, referral journey, and launch setup.
Referral program setup interface for configuring program types, campaign rules, rewards, and advocate experiences.
Advocate experience showing enrollment, passwordless access, personal referral links, QR codes, sharing tools, and the advocate portal.

ENROLLMENT & ADVOCATE EXPERIENCE

Make it easy for advocates to join, access, and share
Give customers, affiliates, partners, influencers, and employees a simple way to participate in your program and start referring.

  • Flexible Enrollment

    Let advocates register through your referral program, import existing contacts, add participants through integrations, or create advocates through the API.

  • Passwordless Access

    Give advocates secure access to their referral portal through a personalized magic link without requiring them to enter a password.

  • Personal Referral Links & Codes

    Automatically generate unique referral links and codes that connect referral activity back to the right advocate.

  • Advocate Portal

    Provide each advocate with a branded space to access referral links, track referrals, view rewards, request payouts, and manage their participation.

  • QR Codes

    Give advocates printable and shareable QR codes that connect offline interactions with your referral program.

  • Share Anywhere

    Let advocates share through email, messaging, social channels, direct links, referral pages, and other digital experiences.

  • Embedded Experiences

    Bring referral functionality into your own website with embedded portals, widgets, forms, post-purchase experiences, and other referral components.

  • Advocate Segmentation

    Organize advocates into groups and assign them to the campaigns and experiences that fit their role or audience.

REFERRAL TRACKING

Track the journey from referral to conversion
Connect referral activity to the business outcomes that matter, whether the conversion happens on your website, inside another application, or through your own systems.
Referral tracking dashboard showing referral links, codes, conversion tracking, referral sources, forms, and referral attribution.

  • Referral Link Tracking

    Track clicks and referral activity through unique links connected to each advocate.

  • Referral Codes

    Attribute referrals using unique codes when a link is not the right experience.

  • Conversion Tracking

    Track registrations, purchases, subscriptions, bookings, leads, or other conversion events defined by your business.

  • Referral Forms

    Capture referred customers directly through branded forms and referral experiences.

  • Referral Origins

    Identify where referrals originated and understand which channels and experiences are driving results.

  • API-Based Tracking

    Send referral and conversion events directly from your systems when you need greater control over attribution.

  • Post-Purchase Tracking

    Connect referral activity with ecommerce and post-purchase workflows.

  • Referral Approvals

    Review referrals before they become eligible for rewards when your program requires additional validation.
Referral tracking dashboard showing referral links, codes, conversion tracking, referral sources, forms, and referral attribution.
Referral campaign and rewards interface showing single-sided, double-sided, fixed, percentage, tiered, and multi-level rewards.

CAMPAIGNS & REWARDS

Create reward structures around your growth strategy
Control who earns rewards, what triggers them, how rewards are calculated, and how different campaigns behave.

  • Single-Sided Rewards

    Reward the advocate for generating a qualifying referral.

  • Double-Sided Rewards

    Reward both the advocate and the referred customer.

  • Fixed & Percentage Rewards

    Issue a fixed reward or calculate rewards based on the value of a transaction or conversion.

  • Multiple Reward Campaigns

    Run different incentives for different audiences, products, markets, or promotional strategies.

  • Tiered Rewards

    Increase rewards as advocates reach defined referral or performance milestones.

  • Multi-Level Campaigns

    Reward participants across multiple levels of a referral network when your program requires a more advanced structure.

  • Reward Approvals

    Review and approve rewards before making them available for redemption.

  • Flexible Reward Types

    Use cash, gift cards, discounts, vouchers, account credits, products, or custom reward workflows.

PAYOUTS

Deliver rewards the way your program requires
Manage how earned rewards are requested, approved, tracked, and fulfilled across different reward and payout methods.
Referral payout management interface showing cash rewards, gift cards, account credits, payout requests, and automated fulfillment.

  • Cash Payouts

    Reward advocates with cash using supported payout methods.

  • E-Gift Cards

    Offer digital gift cards from supported reward providers.

  • Discounts & Vouchers

    Issue promotional codes and vouchers as referral incentives.

  • Account Credits

    Apply rewards directly to customer accounts or balances.

  • Products

    Use products or merchandise as part of your reward strategy.

  • Manual Fulfillment

    Track rewards that your team fulfills outside Genius Referrals.

  • Custom Reward Workflows

    Support reward processes that require your own systems, approvals, or fulfillment methods.

  • Automate payout fulfillment

    Reduce manual work by connecting supported payout providers and managing fulfillment through your referral program.
    PayPal
    Automate supported cash payouts through PayPal.
    Wise
    Send supported bank-transfer payouts across markets.
    E-Gift Cards
    Automate digital gift card fulfillment.
    Payout Management
    Manage payout requests, approval workflows, status tracking, currencies, and transaction history.
Referral payout management interface showing cash rewards, gift cards, account credits, payout requests, and automated fulfillment.
Messaging and engagement dashboard showing referral notifications, scheduled reminders, email templates, share messaging, and engagement analytics.

MESSAGING & ENGAGEMENT

Keep advocates informed throughout the referral journey
Automate communications around important program activity and customize how participants hear from your brand.

  • Registration Notifications

    Welcome advocates and confirm their participation in your program.

  • Referral Notifications

    Keep advocates informed when referral activity occurs.

  • Reward Updates

    Notify participants when rewards are earned, approved, or updated.

  • Payout Notifications

    Communicate payout request and fulfillment status automatically.

  • Scheduled Reminders

    Bring advocates back to your referral program with scheduled communications.

  • Custom Email Templates

    Customize email content and branding around your program experience.

  • Share Messaging

    Control the messages advocates use when sharing referral links with their network.

  • Custom Sending Domain

    Send referral program communications using your own branded email domain.

ANALYTICS & CONTROLS

Understand what is working and stay in control
Monitor program activity, measure performance, and manage the operational rules behind your referral programs.
Referral program analytics dashboard showing conversions, advocate performance, campaign results, referral sources, rewards, and ROI.

  • Program Dashboard

    Get an overview of referral, conversion, reward, and advocate activity.

  • Referral & Conversion Reporting

    Measure how referrals move from initial activity to completed conversions.

  • Advocate Performance

    Identify active advocates and understand who is driving referrals and results.

  • Campaign Performance

    Compare campaigns and understand how different reward strategies are performing.

  • Referral Sources

    See where referral traffic and conversions originate.

  • Reward & Payout Reporting

    Track rewards issued, balances, payout activity, and fulfillment.

  • Revenue & ROI

    Connect referral performance with revenue and acquisition outcomes.

  • Leaderboards

    Rank advocates based on referral and program performance.
Referral program analytics dashboard showing conversions, advocate performance, campaign results, referral sources, rewards, and ROI.
Referral program controls showing referral approvals, reward approvals, fraud prevention, advocate management, staff access, and data exports.

Controls that help protect your program

  • Referral Approvals

    Review referral activity before accepting qualifying conversions.

  • Reward Approvals

    Control when earned rewards become available.

  • Fraud Prevention

    Use email, cookie, IP, duplicate, and self-referral controls to identify suspicious activity.

  • Advocate Management

    Manage participant status, campaigns, segments, and program access.

  • Staff Access

    Give team members access to administer and manage referral programs.

  • Data Export

    Export program data for reporting, reconciliation, and additional analysis.
Compare Plans & Features →

INTEGRATIONS & DEVELOPERS

Connect referral programs to your existing stack
Integrate Genius Referrals with the ecommerce, CRM, marketing, payment, and business systems your organization already uses.

  • Prebuilt Integrations

    Connect Genius Referrals with popular ecommerce, CRM, marketing, payout, and analytics platforms through prebuilt integrations and supported connectors.

  • Zapier

    Connect referral workflows with thousands of applications and automate actions between your existing tools.

  • REST API

    Create advocates, track referrals and conversions, manage program data, and connect referral functionality directly with your applications.

  • SDKs

    Use developer tools and SDKs to accelerate custom implementations.

  • Webhooks

    Send referral program events to your systems and trigger external workflows when activity happens.

  • Custom Integrations

    Extend Genius Referrals when your business requires a workflow beyond an existing integration or connector.
Explore Integrations →
Genius Referrals integrations and developer tools showing connected applications, API access, webhooks, SDKs, and custom integrations.

GLOBAL PROGRAMS

Run referral programs across markets
Create referral experiences for different regions, audiences, currencies, and languages while managing your programs from one platform.
Global referral program capabilities showing multiple languages, currencies, localized experiences, and international payout options.

  • Multiple Languages

    Localize advocate and referral experiences for different audiences.

  • Multiple Currencies

    Configure reward values and program experiences around different currencies.

  • Global Payout Options

    Use supported payout methods to reward advocates across different markets.

  • Localized Experiences

    Adapt program content, messaging, rewards, and experiences to the markets you serve.
Global referral program capabilities showing multiple languages, currencies, localized experiences, and international payout options.
Referral program branding settings showing custom colors, branded advocate experiences, custom domains, email domains, and white-label options.

BRANDING & CUSTOMIZATION

Make the referral experience feel like your brand
Control how your program looks, where participants access it, and how your communications appear.

  • Branded Advocate Experiences

    Customize referral portals, pages, widgets, colors, content, and program messaging.

  • Friendly Program Domains

    Use a branded referral program domain instead of the default Genius Referrals address.

  • Custom Domain + SSL

    Run referral experiences from your own domain.

  • Custom Email Domain

    Send program communications from your organization's domain.

  • White-Label Options

    Remove Genius Referrals branding when your program requires a fully branded experience.
Explore Branding Add-ons →

SECURITY & COMPLIANCE

Built with security and operational controls in mind
Protect referral program data with security, privacy, infrastructure, and access controls designed for modern businesses.
Genius Referrals security and compliance controls covering data protection, access controls, infrastructure security, and compliance documentation.

  • Data Protection

    Safeguards for data processed through Genius Referrals.

  • Access Controls

    Controls designed to limit access to systems and program information.

  • Infrastructure Security

    Security practices supporting the infrastructure that powers the platform.

  • Security & Compliance Program

    Documentation and controls to support customer security and procurement requirements.
Genius Referrals security and compliance controls covering data protection, access controls, infrastructure security, and compliance documentation.
Explore Security & Compliance →

ADD-ONS

Add capabilities as your program grows
Extend your plan with additional capacity, campaign capabilities, localization, branding, payout options, integrations, and other add-ons without changing how your entire program works.
Browse Add-ons →
REFERRAL PROGRAM SERVICES
Need help launching or improving your program?
Get additional support when your team needs help with strategy, implementation, optimization, or ongoing program operations.
Launch Services
Get help preparing and launching your referral program.
Technical Services
Work with our team on technical implementation and integration requirements.
Optimization Services
Review your program structure, experience, and performance to identify opportunities for improvement.
Managed Program Services
Get additional operational support for ongoing referral program management.
Explore Referral Program Services →


Build the referral program that fits your business

Talk to a Referral Program Expert
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