Set up referral tiers
3 min
Roster's referral tiers enable you to incentivize ambassadors with dynamic reward structures based on their performance. By setting up referral tiers, you can offer increasing rewards as ambassadors drive more revenue or orders, fostering ongoing engagement and motivation. This guide will walk you through each step needed to set up and test a tiered referral program.
Step-by-step instructions
Navigate to program settings
- Open the Roster dashboard and select the program you want to update.
- Click the Settings button to open program settings.
- Select the Referrals tab and scroll to the Referral Rewards section.
Enable referral tiers
- Click Edit in the Referral Commissions or Referral Points section (or both, as needed).
- Under Commission Type, select Tiers.
Configure tiers
- By default, two tiers will be created.
- Click Add Tier.
- Define the upper cap and commission percentage for the new tier (e.g., $2,500+ with 15%).
- To add more tiers as needed.
Ensure all tiers reflect your program’s goals and incentives.
Adjust look back period
- Select the Look back Period:
- Options include 30 days, 60 days, 90 days, 180 days, 365 days, or Lifetime.
- The look back period determines how far back Roster calculates referral activity.
- For example, if an ambassador drives $1,400 in sales over 90 days (including the sale that just came in), they will be placed in the tier corresponding to this amount.
Configure commission basis and type
- Under Commission Basis, choose between:
- Total Sales: Refers to revenue generated.
- Total Orders: Based on the number of orders.
- Under Commission Type, choose:
- Percentage of Sale.
- Fixed Amount:
Ensure these settings align with your program’s reward structure.
Save and finalize settings
- Review all tier configurations and commission settings.
- Click Save to apply the settings to your program.
- Confirm the tiers are correctly displayed in the program’s overview.
Test and review the setup
- Click into several ambassadors profiles to see how Roster is calculating the amount of referrals in the look back period.
- If possible, use an ambassador's link or code to create a test order on your store and confirm that the referral reward that's created matches the tier structure you set up.
Need help?
Don’t hesitate to reach out to [email protected] if you have any questions about configuring referral tiers in your program.