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Free Tool · Planner

Free Referral Program Planner

Plan a student or alumni referral program with tiered rewards — preview it, then export as PDF or Excel.

Runs entirely in your browser · No login · No data uploaded

Program Details
Reward Tiers
Settings

Enter program details on the left,
then click Try Free Referral Program Planner to preview your program.

How to Plan a Referral Program in 3 Steps

Follow these steps to get results in under a minute

01
Enter program details
Fill in your institution name, program name, who can refer (students, alumni, faculty, or parents), and the program end date.
02
Set up reward tiers
Add tiers with a referral count threshold and the reward for reaching it — e.g. 1 referral = $50 credit, 3 referrals = $200 credit.
03
Preview & get AI suggestions
Click Try Free Referral Program Planner to preview, then use the AI Referral Incentive Suggestions for fresh reward ideas tailored to your referrer type.
Common Questions

Referral Program Planner — FAQ

Who can I set up a referral program for?
Choose current students, alumni, faculty & staff, or parents as your referrer type — the tool adapts the preview copy accordingly.
How many reward tiers can I add?
Add as many tiers as you like. Most programs work well with 2–4 tiers, rewarding increasing referral counts with bigger incentives.
What does the AI incentive feature do?
It suggests fresh reward ideas tailored to your referrer type and existing tiers — useful when you want options beyond cash credits or gift cards.
How do I export my program plan?
Click Save/Print PDF for a print-ready program summary or Export Excel to open the tier structure in a spreadsheet.

How Referral Program Planner Compares

vs spreadsheets, manual processes, and paid platforms

FeatureUniCloud360Referral Program PlannerManual SpreadsheetMarketing AgencyFree Planner
Tiered reward structureWarnManual setupYesCustom preparedYesDynamic add/remove tiers
Live preview while filling inNoNo live previewNoNo live previewYesUpdates instantly
AI incentive suggestionsNoNoWarnExtra costYesIncluded free
Export optionsYesManual downloadWarnDepends on providerYesPDF + Excel
CostYesFreeNoAgency fees applyYesAlways free

What Admissions Teams Are Saying

Trusted by lecturers and students across Sri Lankan universities

4.9
*****
3 reviews
OK
Owen Kaczmarek
Director of Student Recruitment
*****

"Our alumni referral program went from a loose idea to a documented, tiered plan in twenty minutes."

JF
Juliana Ferraro
Alumni Engagement Manager
*****

"The AI incentive suggestions gave us non-cash reward ideas our board was more comfortable approving."

MA
Mateo Alvarado
Enrollment Marketing Coordinator
****-

"Clean tier breakdown and the Excel export went straight into our budget approval doc."

Embed This Tool on Your Site

Copy this code to embed the Referral Program Planner on your institution's website or intranet.

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