Microsoft Excel + Referral Rock
Add new Referral Rock members to a Microsoft Excel table as rows
Stay ahead and organized with this simple, time-saving workflow. Whenever you have a new member in Referral Rock, this automation will diligently note down their details in a Microsoft Excel table. Not only does this give you a centralized, convenient space to keep track of your new members but it also helps in managing your referral program more effectively, freeing up your time to focus on other high-priority tasks.
Stay ahead and organized with this simple, time-saving workflow. Whenever you have a new member in Referral Rock, this automation will diligently note down their details in a Microsoft Excel table. Not only does this give you a centralized, convenient space to keep track of your new members but it also helps in managing your referral program more effectively, freeing up your time to focus on other high-priority tasks.
- When this happens...New Member
Triggers when a new member signs up.
- automatically do this!Add Row to Table
Adds a new row to the end of a specific table.
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New Member
Triggers when a new member signs up.
Try ItNew Reward
Triggers when a new reward is created.
Try ItUpdated Referral
Triggers when a referral is updated.
Try ItFirst NameRequired
Last NameRequired
EmailRequired
Contact TypeRequired
New Referral
Triggers when a new referral is created.
Try ItUpdated Member
Triggers when a member is updated.
Try ItProgramRequired
First NameRequired
EmailRequired
Last Name
Address Line
Address Line 2
Referral Code
Phone Number
Date of Birth
City
Country Subdivision
Country
Postal Code
Password
External Id
Disabled Flag
Custom Override URL
Custom Option 1 Name
Custom Option 1 Value
Custom Text 1 Name
Custom Text 1 Value
Custom Text 2 Name
Custom Text 2 Value
Send Registration Email
Payout Type
Payout Use Default Values
Payout Email
First NameRequired
Last Name
EmailRequired
Referral CodeRequired
Amount
Company Name
Phone Number
Note
Public Note
External Id
Preferred Form of Contact
Custom Option 1 Name
Custom Option 2 Name
Custom Text 1 Name
Custom Text 2 Name
Custom Text 3 Name
Custom Option 1 Value
Custom Option 2 Value
Custom Text 1 Value
Custom Text 2 Value
Custom Text 3 Value
