Referral settings

referral settings allow brands to control how referrals are tracked and rewarded at the program level, enabling brands to align expectations and incentive for each type of program they are running the program level referral settings are broken into three sections 1) referral tracking, 2) referral rewards, and 3) ambassador portal settings this document will provide an overview of each of these sections be sure your brand has followed the pixel tracking installation docid 8lvuc9wqsxlirhykmp53k guide in the getting started section before proceeding with program level referral settings referral tracking referral tracking is the mechanism by which roster tracks referrals made by brand ambassadors there are three methods by which roster attributes an order to an ambassador 1) smart links, 2) shareable discount codes, and 3) recurring referrals smart links (referral links) smart links are roster's version of referral links these links allow ambassadors to have their own unique link(s) to share with their community a purchase made by customer who clicked an ambassador's referral links is attributed to the ambassador who owns the link see set up smart links docid\ ambvb at8xje4wy49t9pe within the smart links guide docid\ vg9anqjbrkmmc7iwqt583 for detailed instructions on setting up smart links for a program shareable discount codes shareable codes, also referred to as vanity codes, allow ambassadors to have their own branded discount code for the purpose of sharing with friends, family, and/or followers orders made using ambassadors' shareable codes are considered referrals see set up shareable codes docid\ u3oavtofdpmozzxvfdei4 within the shareable codes guide docid\ nu vi 2ka5la8n gukd7g for detailed instructions on setting up shareable codes for a program recurring order tracking enabling tracking of recurring orders allows brands to give credit to ambassadors for subsequent purchases made by customers they initially referred this feature incentives ambassadors to continue advocating the brand to the friends, family, and followers they initially referred see set up recurring order tracking docid\ gph kletzgznttz ewrw within the recurring order tracking guide docid\ zeuo dm8fic3mnyf6cxvs for detailed instructions on setting up recurring orders for a program referral rewards there are two ways in roster in which you can reward ambassadors for the referrals they drive 1) referral commissions and 2) referral points brand can choose to offer either type of reward, or both types to provide both compensation and incentive to unlock milestones referral commissions referral commissions result in monetary rewards to ambassadors that can be issued as payments, gift cards, or store credit brand can send paypal & venmo payments docid\ vdc4m lz03gx3nv9mojvd directly from within roster, or send payments manually docid\ vsne4duzohoz5nvbkbs7w using any payment network, gift card platform, or store credit of their choosing see set up referral commissions docid\ opzvv dywjrgnimlf5wkk within the referral rewards guide docid\ zi7osharmlsz6bs20vnjh to incentivize program members with commissions when they drive referrals to your brand referral points referral points allow ambassadors to unlock milestones and/or act as a way to create a program leaderboard without reference to actual revenue see set up referral points docid 940q19zhlhcbqih5mehin within the referral rewards guide docid\ zi7osharmlsz6bs20vnjh to reward program members with points when they drive referrals to your brand ambassador portal settings