Referrals overview

tracking sales driven by brands' ambassadors is core to the roster platform the referrals feature in roster allows brands to monitor ambassador performance, ensure accurate attribution of sales, and incentivize their efforts this section of the guide provides an overview of how referrals work in roster and links to detailed articles on key components setting up referral tracking to ensure effective and accurate tracking, you will need to start with integrating roster with your e commerce store and/or website where orders (aka conversions) occur learn more see pixel tracking installation docid 8lvuc9wqsxlirhykmp53k in the getting started guide to ensure your store is properly integrated with roster see referral settings docid\ m9u vgnqurpevfrzliwpt in the program setup guide for a high level understand which referral settings are configurable at the program level attribution and order tracking when orders are sent to roster from a brand's store, roster attempts to attribute orders to one of the brand's ambassadors by checking to see if the order has specific tracking info this section is a brief overview of the sales attribution process and the methods by which roster uses to attribute sales to ambassadors sales attribution roster follows a set of rules to determine whether or not an order (aka conversion) should be attributed to an ambassador and whether that attribution should be considered a referred order or a personal order learn more sales attribution overview docid\ uwop1nebkqwrk6caqzrkv smart links (referral links) smart links are unique urls tied to individual ambassadors, enabling precise tracking of referral activity across different channels smart links also support advanced features like dynamic url parameters and customer discounts learn more smart links guide docid\ vg9anqjbrkmmc7iwqt583 shareable codes shareable codes allow ambassadors to promote your brand offline or via platforms that don’t support clickable links these codes are tied directly to ambassador profiles for attribution learn more shareable codes guide docid\ nu vi 2ka5la8n gukd7g recurring/repeat orders roster tracks repeat orders made by referred customers to ensure ambassadors receive recurring rewards for driving loyal customers learn more recurring order tracking guide docid\ zeuo dm8fic3mnyf6cxvs rewarding ambassadors ambassadors can be rewarded for their referrals in several ways, each configurable at the program level, giving brands fine grain control over each programs incentive structure referral commissions monetary rewards based on a percentage of sales or a fixed amount per order commissions can be paid directly out of roster using the paypal/venmo integration or brands use roster's manual payment process to pay using their existing payment platfomr learn more set up referral commissions docid\ opzvv dywjrgnimlf5wkk referral points point rewards are also based on a percentage of sale or fixed amount per order, but instead of being sent as payments, points are used to unlock milestones which reward ambassadors with product, swag, discounts, store credit, or virtually anything the brand wishes learn more set up referral points docid 940q19zhlhcbqih5mehin referral tiers and overrides supercharge your referral rewards by offering increased reward amounts, either dynamically with referral tiers, or with fixed amounts using referral overrides learn more set up referral tiers docid\ y37bwdksic0cwbr8omfzw set up contact specific commissions docid\ qoe w20cxvsts8nwavlam approval process easily manage the rewards that come in with automatic approval rules, manually approve or reject rewards, and filter to find specific rewards that need a closer inspection learn more approve & reject referral rewards docid\ pzihdkehdknbkvha2boa1 payments once you get referral tracking set up and start seeing rewards coming in, it's time to learn all about payments in roster the payments section of this guide will walk you through everything you need to know about sending payments within roster or outside of roster learn more payments overview docid\ jd6ppzmdtzi2ehlhhiga5