Features
Everything a referral program needs. Nothing it doesn’t.
From the share widget to the reward logic to the analytics, the whole loop, built in one place for any business with repeat customers.
The core capabilities
Four things it does really well.
Capture
A drop-in widget for any platform.
Add the widget to your site and the referral program is live. It works with Shopify, Squarespace, Wix, WordPress, Webflow, and custom sites, with no backend integration to build.
- Works on every modern web platform
- No backend code, no database changes
- Native plugin available
Reward
Conversion-only rewards.
Rewards trigger when a friend pays, not when they click, not when they sign up. Refunds dock the reward automatically. The fraud surface is gone.
- Discount codes only, no cash payouts
- Refunds reverse rewards automatically
- No 1099s, no fraud surface
Advise
It tells you what to do next.
A dashboard hands you numbers and leaves the thinking to you. AdvocateLoop reads your program and surfaces the few moves that matter — the channel you lean on too hard, the advocates going quiet, a month about to slow down — each ranked by impact, written plainly, and linked to the sales behind it. The full funnel is still yours to explore: filter by advocate, source, channel, or date, and follow any referral chain end to end.
- Ranked, plain-language recommendations — no black box, every one shows the number behind it
- Each insight links straight to the exact advocates or sales
- Live funnel + full referral-chain view, filter and export anytime
Brand
White-labeled, end to end.
Widget colors, email templates, discount-code prefixes, sender domain. Every customer touchpoint appears under your brand. The word AdvocateLoop never shows unless you are on the free Starter plan.
- Custom widget colors, logo, and copy
- Branded email templates
- Custom domain on Premier
Everything included
The full list, 23 features in all.
Every plan includes the foundation. A few features are reserved for Growth or Premier, the pricing page shows exactly which.
Custom widget colors
Match your brand exactly with hex-code customization.
Custom logo upload
Your logo on every customer-facing surface.
Custom widget copy
Edit every word your customers see.
Email template editor
Customize the welcome and reward-earned emails.
Discount code prefix
Codes look like SARAH-OFF-15, not generic.
Advocate sign-up via widget
Customers join in 30 seconds with no separate account.
Pre-filled share links
SMS, Facebook, and email, ready to send.
Conversion-only rewards
Discount codes trigger only when a friend pays.
Auto-reversing on refunds
If revenue refunds, the reward reverses automatically.
Real-time conversion funnel
See every click, claim, and conversion as it happens.
Top advocates leaderboard
Spot your most active advocates in one view.
Per-advocate detail view
Drill into any individual’s referral chain.
Date-range filtering
Last 7 days, last month, custom ranges, all-time.
CSV exports
Download advocates, conversions, and reward history.
Native plugin
One-click install on WordPress and WooCommerce today, with more platforms as we build them.
JavaScript widget
Drop-in for Shopify, Squarespace, Wix, and custom sites.
Inbound webhooks
Trigger conversions from your booking system or POS.
Encryption at rest and in transit
All customer data encrypted with industry standards.
Data isolation
Each business’s data is fully isolated from every other.
GDPR-ready exports
Customer data exports and deletions on request.
Audit log
Every team action is logged with timestamps.
Two-factor authentication
Required for all admin accounts.
No data sales
We don’t sell or share your data, ever.
On purpose
What we left out, deliberately.
The features we skipped say as much as the ones we built. Restraint is the point, and a choice we explain in why we built it this way.
No advocate portal.
Your customers don’t want a separate account, password, or app. They want to share. The widget gives them what they need in 30 seconds, and that is the whole experience.
No commission tiers.
No multi-level structures, MLM-style downlines, or rate ladders. Every advocate earns the same reward. The math is simple and the dashboard stays clean.
No setup consultations.
No required onboarding calls, no implementation specialists. It should install in about 10 minutes, and if it doesn’t, that is a bug to fix, not a service to upsell.
No AI for the sake of it.
We don’t bolt on generative AI to look modern. The data is in your dashboard to see, filter, and export. If AI can’t beat a clear chart, we leave it out.
See the whole loop in one place.
Free for up to 100 advocates. Set it up in about 10 minutes, no card required.