[BIG Feature] 🌟 Analytics Dashboard 2.0 + Major Usability Updates

Over the last 7 years, we learned a thing or two about running successful referral programs. We recently shared a post on the 2 more important referral metrics and now, we’ve incorporated these learnings directly into the Referral Rock software!

We're excited to announce our new Analytics Dashboard, Home Page, Alerts, and Shortcuts making it easier to:

• Monitor your program’s performance

• Identify where you need to make improvements

• Get notified when you need to take action

• Find the information you need

If you want to learn more about any of these features (it’s a major update), we're hosting a live office hours on September 4th at 1pm EST showing how to analyze and improve your programs based on key referral indicators.

Now, let's dive in.

📊 Analytics Dashboard

The Analytics Dashboard introduces a new approach for analyzing referral programs based on leading indicators.

• Shares - Are people telling others about your business?

• Reach - Is what is being shared, getting clicks and resonating?

• Referrals - Are people converting after being referred?

Everyone wants referrals but getting referrals is the result of upstream inputs. Monitor your key referral indicators to understand how your program is performing. Then proactively make adjustments as the indicators change.

Managing your program based on referral indicators removes complexity, allowing you to focus on the key areas that bring in more referrals. Say goodbye to analytics overload and decision paralysis. Referral indicators simplify the data you need to track and the actions you need to take (if X, do Y).

• Increase referrals by increasing reach and improving referral conversion

• Increase reach by increasing shares and improving messaging/rewards

• Increase shares by increasing promotion and member engagement

See our Analytics Guide for more details and check out the Member Visit and Referral Visit Dashboards for additional analysis.

🏠 Improved Usability and Program Management

New Home Page, Alerts, and Shortcuts make it easier to navigate the admin interface so you can quickly find what you need, take action, and pick up where you left off.

• Get Started - quick links for building, integrating, and getting help

• Manage Programs - open recent programs, analyze performance, manage rewards

• Product Updates - see what’s new and submit feedback

• Alerts - get notified when you need to take action

• Shortcuts - most recent or pinned pages

Do all accounts get these features?

All accounts except multi-org/partitioned program accounts (coming soon) have access to the Analytics Dashboard, Home Page, Alerts, and Shortcuts.

Happy to chat more about these new features or how to analyze your referral programs during our upcoming office hour (signup below).

-Mica
Head of Operations

🎓 [Office Hour] How to analyze and improve your referral program

Join us on September 4th at 1pm EST for an open office hour to walk through the new Analytics Dashboard and answer any questions on analyzing referral programs. If you can’t join live, register anyway so we can follow up with the replay and supporting material.

We’ll cover:

• Understanding leading referral indicators

• How to use the new Analytics Dashboards

• Program optimizations based on data