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Our platform is trusted by leading consumer marketers and product teams building personalized referral programs across every channel.

Success Stories

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Policygenius
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Upgrading refer-a-friend to match different customer journeys
Brunette the Label
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Brunette the label drives growth with a sophisticated influencer program
GO2bank
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Go2Bank expands its reach with the refer-a-friend a/b test
RevZilla
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RevZilla revs up holiday with their drop-a-hint program – and keeps going!
SkyOne Federal Credit Union
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SkyOne member acquisition soars during pandemic peak
Lull
Mattress Frame
Mattress retailer increases customer acquisition with 9% conversion rate

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Blog Articles

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Customer Engagement
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The Power of Personalization: 5 Tips for Designing a Unique Customer Journey for Referred Customers
Refer a friend is about sharing. The most effective sharing happens through email. Knowing what makes the emails that power refer-a-friend
Data
People working at a credit union
7 Referral Program Tracking Metrics for Credit Unions and Banks
Refer a friend is about sharing. The most effective sharing happens through email. Knowing what makes the emails that power refer-a-friend
People working at a credit union
People working at a credit union
Consumer Psychology
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9 Alternatives to NPS to Help You Better Understand Customer Behaviors
Refer a friend is about sharing. The most effective sharing happens through email. Knowing what makes the emails that power refer-a-friend
Woman smiling carrying her shopping bags
Woman smiling carrying her shopping bags
Customer-led Growth
Personalizing at Scale with Michelle Markham
Lowering credit union acquisition costs through referrals
Refer a friend is about sharing. The most effective sharing happens through email. Knowing what makes the emails that power refer-a-friend
Personalizing at Scale with Michelle Markham
Personalizing at Scale with Michelle Markham
Customer-led Growth
Power of Testing - Kenol
Unleashing the Power of Referrals: Insights from Ollie’s Claudica Kenol
Refer a friend is about sharing. The most effective sharing happens through email. Knowing what makes the emails that power refer-a-friend
Customer-led Growth
Advanced Customer-led Growth Tactics
Advanced Customer-led Growth: Insights from Extole’s CEO Matt Roche
Refer a friend is about sharing. The most effective sharing happens through email. Knowing what makes the emails that power refer-a-friend
Advanced Customer-led Growth Tactics
Advanced Customer-led Growth Tactics

Guides

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guides
Financial Services Marketing: How To Leverage Referrals
To stay competitive, referral programs should be integrated into the playbook of financial services marketing tactics.
guides
Put Your Retail Marketing Into High Gear With Referrals
To stay competitive, retail should include referral strategies that transform the best customers into valuable advocates.
guides
2025 Referral Marketing Best Practices Guide
Refer a friend is about sharing. The most effective sharing happens through email. Knowing what makes the emails that power refer-a-friend
guides
Power Your Credit Union’s Growth with Our Referral Marketing Best Practices
Turn your most valuable members into your greatest ambassadors, and tailor-fit your strategies to your clients’ needs, with these 36 referral marketing best practices for credit unions.

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