--- title: Referral settings slug: referral-settings description: Referral settings allow brands to control how referrals are tracked and rewarded at the program level, enabling brands to align expectations and incentive for. docTags: createdAt: 2024-12-13T19:45:57.044Z --- 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. :::hint{type="info"} 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. ## Need help? If you need any additional assistance with with your Roster account, feel free to contact our support team at [support@getroster.com](mailto\:support@getroster.com). We're here to help!