Set up referral overrides

in this guide, we're going to talk about how to give certain ambassadors in your program a higher (or lower) referral commission amount than the default amount received by the rest of the program members we refer to this as a referral amount override a common scenario for brands is that they want to reward most of the ambassadors in their program with x% (e g 10%), but they need to reward one or more program members need y% (e g 18%) instead rather than creating a new program, or using roster's set up referral tiers docid\ y37bwdksic0cwbr8omfzw feature, you can simply create one or more referral amount overrides rules to get the job done video walkthrough step by step instructions create a new contact tag (if needed) the referral amount override uses contact tags to identify which program members should receive the override amount before you can create an override rule, you need to ensure the desired contact tag exists navigate to brand settings in the left hand navigation panel click contact tags click create tag , name the tag (e g , vip), and choose a color for easy identification save the new tag navigate to the program settings from the main roster menu, click on programs select the program where you want to apply a commission override navigate to the settings, and then click on referrals tab set up the referral amount override scroll to the referral commissions or referral points section click edit next to the default commission or points setting click the add an override button note overrides are only available for percentage of sale and fixed amount rewards select the contact tag to apply the override to set the amount of the override save the referral reward settings manage multiple overrides (optional) to create additional overrides for the same program, click add an override again assign a unique tag for each override to distinguish groups of ambassadors you can add multiple tags to a single override ambassadors only need one matching tag to qualify tag contacts in the ambassador program there are multiple ways to tag contacts in roster, but here is one of the most common ways to do it in bulk go to the contacts section filter contacts by program (e g , ambassadors) select the ambassadors to whom the override should apply click actions , then select add tags choose the newly created tag (e g , vip) and click add tag verify the tagging by viewing the tags section in an ambassador's profile test the commission override view the contact profile for an ambassador who is tagged based on the override rule you set up complete the checkout process using the ambassador’s referral link or discount code in the reports section of roster, verify the order details check the referral attribution details for accuracy confirm that the correct commission percentage is applied based on the override need help? if you have any questions or need assistance with commission overrides, contact our customer success team at support\@getroster com mailto\ support\@getroster com we're here to help!