ReferralHero

The ReferralHero modules allow you to monitor, create, update, list, and delete the subscribers, referrals, rewards, and lists in your ReferralHero account.

Getting Started with ReferralHero

Prerequisites

  • A ReferralHero account

In order to use ReferralHero with Make, it is necessary to have a ReferralHero account. If you do not have one, you can create a ReferralHero account at referralhero.com.

Note

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

Connecting ReferralHero to Make

To connect your ReferralHero account to Make you need to obtain the API Key from your ReferralHero account and insert it in the Create a connection dialog in the Make module.

  1. Log in to your ReferralHero account and open your Dashboard.

  2. Click Account > API.

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  3. Copy the API token to your clipboard.

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  4. Go to Make and open the ReferralHero module's Create a connection dialog.

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  5. In the Connection name field, enter a name for the connection.

  6. In the API Token field, enter the token details copied in step 3, and click Continue.

The connection has been established.

Subscribers

See the Setting Up the ReferralHero Webhooks to add the webhook in your ReferralHero account.

Triggers when a new subscriber is added to your campaign.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your ReferralHero account.

Triggers when a subscriber is deleted from your campaign.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your ReferralHero account.

Gets all the subscribers on a list.

Connection

Establish a connection to your ReferralHero account.

List UUID

Select the List unique identifier (UUID) whose subscribers you want to list.

Sort By

Select the option to sort the subscribers. For example, Name in Ascending Order.

Limit

Set the maximum number of subscribers Make should return during one scenario execution cycle.

Retrieves a subscriber.

Connection

Establish a connection to your ReferralHero account.

List UUID

Select the List unique identifier (UUID) whose subscribers you want to list.

Search By

Select the option to search the subscriber:

  • Email

  • ID

Email

Select the email address of the subscriber whose details you want to retrieve.

Only verified subscribers can be retrieved. If you try to retrieve a non-verified subscriber, it will return a subscriber_not_found error.

ID

Select the ID of the subscriber whose details you want to retrieve.Only verified subscribers can be retrieved. If you try to retrieve a non-verified subscriber, it will return a subscriber_not_found error.

Creates a new subscriber.

Connection

Establish a connection to your ReferralHero account.

List UUID

Select the List ID in which you want to create a subscriber.

Email

Enter teh subscriber's email address.

Hosting URL

Enter the campaign URL address from which the subscriber had subscribed.

Name

Enter the subscriber name.

Extra Field

Enter any additional field for the subscriber. For example, subscriber phone number.

Extra Field 1

Enter any additional field for the subscriber. For example, subscriber phone number.

Referral

Enter a referrer for the subscriber by providing the referrer's referral code or email.

Points

Enter the number of points allocated for the subscriber. This field is applicable only for contest campaigns.

Double Optin

Select whether the subscriber had opted in for receiving the notifications for the confirmation.

Source

Enter teh source from where the subscriber has signed up. For example, webinar.

Device

Enter teh device details used by the subscriber to sign up.

Transaction ID

Enter the Transaction ID of the subscriber subscription. This information is useful when tracking referrals for purchases.

Conversion Strategy

Enter the referral type. This information is used for creating reports.

Conversion Value

Enter the referral amount.

Updates a subscriber.

Connection

Establish a connection to your ReferralHero account.

List UUID

Select the List ID in which you want to create a subscriber.

Subscriber ID

Select the Subscriber ID whose details you want to update. Only verified subscribers can be retrieved. Trying to retrieve a non-verified subscriber will return a subscriber_not_found error.

Email

Enter teh subscriber's email address.

Name

Enter the subscriber name.

Extra Field

Enter any additional field for the subscriber. For example, subscriber phone number.

Extra Field 1

Enter any additional field for the subscriber. For example, subscriber phone number.

Points

Enter the number of points allocated for the subscriber. This field is applicable only for contest campaigns.

Deletes a subscriber.

Connection

Establish a connection to your ReferralHero account.

List UUID

Select the List unique identifier (UUID) whose subscriber's details you want to delete.

Subscriber ID

Select the Subscriber ID you want to delete.

Referrals

Confirms a Referral.

Connection

Establish a connection to your ReferralHero account.

List UUID

Select the List unique identifier (UUID) whose subscriber's referral you want to confirm.

Subscriber ID

Select the subscriber ID whose referral you want to confirm. Only verified subscribers can be retrieved. If you try to retrieve a non-verified subscriber, it will return a subscriber_not_found error.

Lists

Gets all the lists/campaigns in your account.

Connection

Establish a connection to your ReferralHero account.

Limit

Set the maximum number of lists Make should return during one scenario execution cycle.

Creates all the lists/campaigns in your account.

Connection

Establish a connection to your ReferralHero account.

Name

Enter a name for the list.

Website

Enter the URL address of the campaign referral.

Rewards

See the Setting Up the ReferralHero Webhooks to add the webhook in your ReferralHero account.

Triggers when a subscriber unlocks a reward.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your ReferralHero account.

Gets a list of rewards.

Connection

Establish a connection to your ReferralHero account.

List UUID

Select the List ID whose rewards you want to list.

Limit

Set the maximum number of lists Make should return during one scenario execution cycle.

Other

Performs an arbitrary authorized API call.

Connection

Establish a connection to your ReferralHero account.

URL

Enter a path relative to https://app.referralhero.com/api. For example: /v2/lists

Note

For the list of available endpoints, refer to the ReferralHero API Documentation.

Method

Select the HTTP method you want to use:

GET

to retrieve information for an entry.

POST

to create a new entry.

PUT

to update/replace an existing entry.

PATCH

to make a partial entry update.

DELETE

to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

The following API call returns all the subscribers from your ReferralHero account:

URL:

/v2/lists/<list_UUID>/subscribers

Method:

GET

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Matches of the search can be found in the module's Output under Bundle > Body > data > subscribers.

In our example, 3 subscribers were returned:

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Setting Up the ReferralHero Webhooks

  1. Open any Watch module, establish a connection as mentioned in the respective modules, click Save and copy the URL address to your clipboard. Click OK and save the trigger.

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  2. Log in to your ReferralHero account.

  3. Select the campaign for which you want to add the webhooks.

  4. Click Installation Instructions > Integrations > Webhooks > +New Webhook.

  5. Add the URL address copied in step 1 and select the events for which you want to receive the triggers. When you add the URL address in the URL field, remove the prefix https:// as the copied URL already has that part.

  6. Click Create Webhook.

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You have successfully added the webhook.

Go to Make and run the webhook scenario to receive the triggers for the selected events.