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September 19, 2024
Three new tokens are now available to be used inside of GrowthDrive notifications. Those are the dashboard link, referral link and referral code. Notifications are a good way to bring promoters back to their dashboards or to share with them the key sharing information.
June 30, 2024
In HubSpot there as a new contact property synced from GrowthDrive. The "Matching Method" property enables you to see what matching method was used for are referred contact. The possible options are Referral Code, Referral Link, Referral Form or Manually Matched.
May 26, 2024
We have added an expired stage for the management of referrals. That stage is visible to managers and partners. It can be used to indicate which referrals are no longer relevant for rewards. You can set a referral to expired via HubSpot workflows (Edit referral status action) or via the expiration duration setting. Please note: The expiration duration setting will automatically switch referrals to expired if they are in submitted or accepted status and the expiration duration was reached.
March 26, 2024
Another important tracking update. Until now once a referral was matched with a promoter and later converted from a different promoter the referral would still be matched with the initial promoter. From now on if a referral is in stage submitted the matching would be overridden by the latest referred conversion.
March 20, 2024
If you disable existing HubSpot contacts from matching and one of your promoters would attempt to submit them via referral form, these submissions would be automatically be set to referral status "declined"
March 18, 2024
Important change to submissions via referral form. When promoter submits a referral it will be synced directly into HubSpot. Before this change you had to approve these submitted referrals inside of GrowthDrive in order to see them in HubSpot. We hope this change will streamline the process.
March 14, 2024
New automated action for the HubSpot workflows. You can now match promoters with referrals also using HubSpot workflows. That further increases the already flexible matching capabilities of GrowthDrive. This is use full for example if few work with strategic partners or to assign rewards to your internal team.
March 7, 2024
Two new GrowthDrive actions are now available inside of HubSpot workflows. Edit Referral Status and Edit Reward Status. Use them to enhance the automation of your programs for example by automatically approving certain referrals or turning rewards into payouts.
January 30, 2024
We have added a "Disable promoter matching property" to HubSpot, which enables you to block your existing HubSpot contacts from matching with promoters. This is a handy feature, for example, to avoid matching your existing paying customers with promoters. All HubSpot contacts with that property set to "yes" will be blocked from matching.
January 2, 2024
Important update to referral tracking. With self referral protection, all referrals who have the same email address as the promoter will not be matched anymore. The goal of this feature is to avoid self referrals, which can happen willingly or unwillingly when a promoter clicks on his/her own referral link to test if the link works.
December 20, 2023
Original source property is now used for referral tracking in addition to latest source property. That leads to a more accurate tracking in cases where a referred lead initially visits a website after clicking on a referral link but does not submit a form during that same session.
December 11, 2023
The referral code property is now filled for all your promoters. Until now it was only filled if you activated the referral code tracking. You can use the code for creation of referral links in HubSpot newsletters or email templates via personalization tokens.
September 3, 2022
If you need to track referral signups for a custom form which is not integrated with HubSpot e.g. a signup form for your SaaS product, please read this guide https://www.growthdrive.co/help-articles-manager/custom-form-tracking to learn how to integrate it and track propertly.