Collect - Communicate - Convert. Gain referrals using our intuitive closed-loop referral tool customized to your brand and message.

Did you know that most email software used does not communicate to your referred leads? Referral Vault handles the communication on your behalf. PV customers are seeing (in case studies) as high as 98% MORE leads driven through Referral Vault. Referrals are your lowest cost acquisition opportunity.

How It Works

Step 1

Drive Customers to Your ReferralVault Landing Page

Email, Social, Website, Face To Face

However you want the narrative to play out in your business, you need to present the pathway to your customers (new and current) to GIVE NAMES in exchange for e-Gift Card Rewards.

Step 2

Get Leads

Landing Page provided by Promotion Vault

We provide your customizable closed-loop data collection web form!

Your customers complete the webform which asks for their referrals and promotes the reward offer.

Step 3


This is the easy part!

Promotion Vault emails the leads on your behalf with your custom message encouraging and directing the referred recipient to opt-in and claim their offer.

Your Referrals are now legally opted-in to receive direct communication from your existing CRM.

Step 4

Get Data / Convert

Daily Reports / Real-Time Dashboard

See the Referral actions in an easy to read (and use) report or visit the dashboard in real-time.

Access the leads in The Vault dashboard and use it to track your follow up efforts or simply download your leads and import them into your existing follow-up system.

Custom API integrations available for an additional cost.

Step 5

Connect the Data

We're Ready To Go

Let Promotion Vault know when a Referral becomes eligible for a reward by uploading your confirmed list directly into The Vault.

Custom integration options available which include record-matching and API connecting direct to your Sales System for an additional charge.

Step 6

A Rewarding Experience

We'll Do The Rest

When you upload your verified list, RewardsVault immediately will trigger the promised reward to both the referred and referring customer.

  • We are seeing (in case studies) as high as 98% MORE leads driven through Referral Vault.
  • The e-gift card incentives (in case studies) have shown to increase the closing % by 40%!
  • Referrals are your lowest cost acquisition opportunity. The average cost to convert a lead received from an existing customer (including the cost of the e-gift card) is 50%-80% cheaper!