3 of the Best SaaS Customer Referral Program Examples

3 of the Best SaaS Customer
Referral Program Examples
ReferralSaaSquatch.com @getSaaSquatch

Introduction
• A great way to ignite user growth is a customer referral
program.
• Unfortunately for many of us, we don’t know what a good
customer referral program looks like.
• Luckily for you, we found three great examples for you to look
over.

Overview
Yesware’s program
FreeAgent’s program
Dropbox’s program
Tell your users about your program
Explain your program to your user
Make it worth everyone’s time

Company Preview: Yesware
Yesware, is an
email tracking
tool that
notifies
salespeople
when prospects
open their
messages and
click their links.

Company Preview: FreeAgent
FreeAgent, is an
online money
management
system for
freelancers and
small
businesses.

Company Preview: Dropbox
Dropbox, is a file
hosting service
that offers cloud
storage, file
synchronization
and client
software.

Yesware
Let’s be honest, email
tracking tools aren’t going to
grab media attention.
So Yesware looked into
other ways to increase their
user base.
They have a great example
of a SaaS customer referral
program.

@getSaaSquatchReferralSaaSquatch.com
You have an awesome product, but you need to prompt your users to share it.
Yesware does a great job of this by putting a green call to action
at the top of their dashboard, attracting the user’s attention.
Tell Your Users About Your
Program

Most people love special deals and as long as
they like your product they are happy to tell
their friends about it.
Program

Program
Having more users aware of the program.
Will increase the amount of referral invites.
Increasing the likelihood of a new paid customer being
referred.
It only makes sense to tell your users about your program.

Auto-Fill Referral Text
Yesware auto-fills
a message for you
to send out to
your friends.
Eliminate fields
and decrease the
amount of action
needed to make a
referral.

ReferralSaaSquatch.com
FreeAgent
FreeAgent has grown
by leaps and bounds
from their customer
referral program.
It does many things
right and is a great
example of a
customer referral
program for SaaS.
@getSaaSquatch

Explain the Program to Your Users
Make sure your users know
what the offer is.
The last thing people want to
do is share something they
don’t understand.
They definitely don’t want to
be the reason their friend’s
account gets hacked.

Explain your Program to your
Users
Providing an overview of how the referral
program works can help put the user’s at
ease when they are making a referral.
Trust is built by simply being open and
honest at the start of the process.
By educating your users before they make
a referral, they are able to help their
friends through the signing up process.

Explain your Program to Your
Users
FreeAgent does a great job of
explaining their referral program.
They give a complete walk-through of
how to access your account, find your
referral code, and earn your discount.
They are actually so open with this
information, that you can find it
before you have setup your account.

Dropbox
Dropbox’s customer
referral program is one of
the best known on the
market.
It is the major reason
that they grew to the
size they are.

Make it Worth Everyone’s Time
You should evaluate the value of
reward, type of reward and who
gets the reward.
However, make sure your referral
program is worth people’s time.

@getSaaSquatch
Give rewards that matter. You
don’t have to give out large
discounts.
But you do have to give out
something your users actually care
about.
If your customers aren’t price
sensitive you can give away swag
or feature upgrades.
ReferralSaaSquatch.com

Also, when in doubt,
reward both parties.
It’s totally different to ask
a user to help their friend
out by sharing a discount.
Most of your users will
feel better when they
know they are helping
friends, not selling them.

Dropbox does a great job at making the referral worth everyone’s time.
The amount of storage that Dropbox gives away is about enough to store a TV Show, so most people
are happy to take the time to refer a friend.
They also make it worth your time to refer multiple friends by letting you earn more space for each
person you refer.

Wrapping Everything Up
Yesware, FreeAgent and Dropbox are just a few examples of some of the
best SaaS customer referral programs.
There are many more out there, and one might just be yours as long as
you:
Tell your users about your program.
Explain the program to your users.
Make it worth everyone’s time.

Image Links:
• http://www.yesware.com
• http://www.freeagent.com
• http://www.dropbox.com
• http://bit.ly/1bOFAwZ
• http://bit.ly/S7lYeM
• http://bit.ly/19KsG6x
• http://bit.ly/16APHVE
• http://bit.ly/13VsyL2
• http://bit.ly/19e9rPX

3 of the Best SaaS Customer Referral Program Examples

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3 of the Best SaaS Customer Referral Program Examples