REFERRALS
Referral rewards guide
Referral reward FAQs
14 min
what are referral rewards? referral rewards are incentives provided to ambassadors for driving sales through their referral links or codes these rewards can be in the form of points and/or commissions, configurable at the program level how do referral commissions differ from referral points? referral commissions are monetary rewards based on a percentage of sales or a fixed amount per sale referral points, on the other hand, are non monetary rewards that allow ambassadors to unlock milestones and/or for brands to create ambassador leaderboards when should we use referral points vs referral commissions? referral points go hand in hand with roster's milestone feature, allowing participants to unlock milestones by earning points, thereby earning milestone rewards depending on the type of program, it's common to only use referral points (and not use commissions) or to enable both referral points and commissions referral commissions are how do i set up referral commissions or points in my program? see the set up referral commissions docid\ opzvv dywjrgnimlf5wkk guide and the set up referral points docid 940q19zhlhcbqih5mehin guide for step by step instructions what is the difference between referral tiers and referral amount overrides? referral tiers allow you to set up a dynamic tier structure which rewards ambassadors with increasingly higher (or lower) referral reward amounts on a rolling basis see set up referral tiers docid\ y37bwdksic0cwbr8omfzw for details on creating dynamic tier structures for commissions and/or points for all ambassadors within a program referral amount overrides allow you to set up a static tier structure based on contact tags for example, if your ambassador program has a 10% commission, but you need to pay one or more ambassadors 18% commission, you can use overrides see set up referral overrides docid\ qoe w20cxvsts8nwavlam for details on creating static tier structures for one or more ambassadors can i set up different commission rates for specific ambassadors? yes, as mentioned in the previous question, roster allows you to create commission overrides for certain ambassadors by tagging ambassadors with specific labels (e g , vip), you can assign custom commission rates that differ from the default program rate see set up referral overrides docid\ qoe w20cxvsts8nwavlam for details can i set up recurring rewards for ambassadors? yes, recurring rewards can be enabled in the referral rewards settings this allows ambassadors to earn rewards for repeat purchases made by the same customer within a specified timeframe the repeat purchases don't need to be part of a recurring subscription how do i verify referral rewards are working correctly? after setting up rewards, you can perform a test by use an ambassador’s referral link to make a test purchase wait for the order to be processed by roster you can see incoming orders on the reports > all orders report once the attribution has been processed by roster, it should show that the order is attributed to the ambassador and a referral reward has been created can referral rewards be automatically approved? referral commissions can be approved manually or set to auto approve after a specific timeframe it's common for brands to set their points and commissions to auto approve in conjunction with their return policy (e g 30 days) how can i manually approve or reject referral rewards? navigate to the referral rewards page in the roster dashboard you can approve or reject rewards individually or in bulk by selecting the relevant actions accidentally approved or rejected commissions can also be reverted back to pending what happens if i need to adjust or undo a reward decision? you can undo approvals or rejections for referral rewards by navigating to the referral rewards page and using the undo approval or undo rejection options this is available for both commissions and points, provided they haven’t been finalized for payout what are some best practices for managing referral rewards? use filters to efficiently manage rewards by date range, status, or type approve rewards on a consistent schedule to set expectations for ambassadors and to reduce email inquiries regularly review ambassador performance in the reports section to ensure rewards align with program goals communicate any changes in rewards or approval methods clearly to ambassadors