The 5-Day Referral Launchpad
Launch your referral program in five days. Set up your account, equip your team, test the bonus flow, and invite nine partners with daily action lists and video walkthroughs.
Referral Reactor Team
FIVE DAYS. ONE CONFIDENT LAUNCH.
Turn your Referral Reactor setup into a repeatable referral routine. This launch guide walks you through account setup, team training, practice referrals, partner engagement, and your next stage of growth.
Your target: a configured account, a prepared team, a tested referral workflow, and nine referral partners invited across Days 3–5. Work through one day at a time and use each checkpoint to see what is ready and what still needs attention.
Your five-day roadmap
- Day 1 · Set up: Get your account and payment method ready.
- Day 2 · Equip: Bring your internal team into the workflow.
- Day 3 · Practice: Run a test referral and bonus from end to end.
- Day 4 · Engage: Grow your partner group and send an announcement.
- Day 5 · Expand: Invite the next three partners and connect your CRM if needed.
Day 1 · Build your foundation
Focus: Setup & payment · Target: 60 minutes
Start with the essentials so your team has a clear place to send referrals and manage bonuses.
- Watch the Referral Reactor Overview, attend your consultation, and choose and pay for your plan.
- Log in, enter your company name, and upload your logo. Follow the account setup walkthrough.
- Watch Giving & Receiving Referral Bonuses.
- Watch Tax Documentation in Referral Reactor.
- Pro or Unlimited: connect Reactor Pay for integrated payouts. Starter: pay bonuses by cash or check and record the payments in Referral Reactor.
Day 1 checkpoint: Your company profile is in place, your plan is selected, and you have chosen manual payments on Starter or configured Reactor Pay on Pro or Unlimited.
Day 2 · Get your team ready
Focus: Team setup
Give your internal team the access and context they need to manage referrals confidently.
- Invite internal users with the appropriate Admin or BDR permissions.
- Send your Admins and BDRs the Referral Reactor Overview and Giving & Receiving Referral Bonuses.
- Watch Managing Referrals.
Coming soon: the Inviting Internal People With Permissions tutorial.
Day 2 checkpoint: Your internal users are invited and have the core training links.
Day 3 · Practice the complete workflow
Focus: Practice referrals & bonuses
Use clearly labeled test referrals to learn the process together. A test referral is practice; a bonus sent through Reactor Pay can still involve real money.
- Have a teammate send one test referral to a Super Admin, Admin, or BDR.
- Send one test referral bonus and follow the payout through to receipt. If funding is pending, return to confirm it when the funds arrive.
- Invite three referral partners. Ask them to opt into notifications and submit a clearly labeled test referral.
- Reply to each partner through the referral’s Conversations feature.
- Send a small referral bonus for each test referral once funding allows.
Plan for funding time: The onboarding guide estimates roughly eight calendar days for the initial transaction to process, and typically 5–10 minutes or sooner for payments once the account is funded. Treat these as estimates, not a guaranteed arrival time; confirm your current payment status in Reactor Pay.
Share Receiving a Referral Bonus with partners who need help. Automatic delivery of that video and the three-step quick start is marked as coming soon in the onboarding guide.
Day 3 checkpoint: You have practiced a referral, a conversation, and a bonus. Record any pending payout so you can verify receipt later.
Day 4 · Create momentum
Focus: Manage & engage
Repeat the partner experience with a new group, then give everyone a clear reason to participate.
- Invite three more referral partners. Ask them to opt into notifications, submit a test referral, and experience the bonus flow.
- Send an announcement to all users. If it fits your program and budget, use a specific offer such as: “Extra $50 for all qualifying referrals submitted today!” State what qualifies and when the offer ends.
Coming soon: the Sending Announcements tutorial.
Day 4 checkpoint: Six partners have been invited in total, and your first announcement is sent.
Day 5 · Expand your network
Focus: Scale
Bring in your next partners and make the referral routine easier to maintain.
- Invite three more referral partners. Ask them to opt into notifications, submit a test referral, and experience the bonus flow.
- Connect your CRM to Referral Reactor if your workflow needs it.
- Review any pending invitations or test payouts and identify the next follow-up for each.
Day 5 checkpoint: Nine partners have been invited across three days, your team has practiced the workflow, and you know which follow-ups remain.
Your launch review
Before you call the launch complete, review these five milestones with your team:
- Company setup and your plan’s payment setup are complete.
- Internal users have access and training resources.
- A test referral, conversation, and bonus have been checked end to end; any pending payout has a follow-up.
- Nine referral partners have been invited and encouraged to enable notifications.
- Your first announcement is sent, and your CRM is connected if needed.
Keep these tutorials handy
- Installing Referral Reactor on Android
- Referrer Sign Up - Android
- Submitting Referrals Across Multiple Organizations
- Your Profile & Notifications
- Creating QR Codes & Links
- Giving Bonuses Even Faster
Need a hand?
Text or call Tyler Small at 801.669.1563 with questions as you work through your launch.
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