Building Programs | SaaSquatch Documentation

SaaSquatch Help Center

We’ve prepared these articles to help you design and deploy your perfect program—whether you’re building one for the first time or the fifth. This is where you’ll find more information about various program types; how to customize your end user experience through widgets and emails; how to maintain W-9 compliance; and more.

Click the cards below to learn more about each topic.

Programs

Learn more about all things program-related, from a quickstart guide to detailed descriptions of each of our available program types and how they work.

Program Widgets

Most users will engage with your program through a program widget. The articles in this section will support you in creating a memorable end user experience through widget editing and customization.

Rewards

Choosing the right reward is essential for your program’s success. Learn more about our program reward options, including gift card rewards, reward exchange, and more.

Program Emails

Program emails can be configured to send at many stages of the referral lifecycle, from the start of a referral through to conversion. Learn how to design your program emails and add personalized content with short tags.

Microsites

Microsites are often used by clients with affiliate or partner programs. Here, you’ll learn how to set them up and use our microsite editor to customize your end users’ experience.

User Segmentation

Divide your users into groups based on shared characteristics to improve program personalization and ROI. Learn how to create user segments and add participants to them in this article.

Program Internationalization

Translate and adapt your SaaSquatch programs to support each of the languages and regions you operate in. Learn more about how to internationalize your programs here.

Custom And Calculated Fields

Custom fields allow you to manage custom values on SaaSquatch participants, while calculated fields to track participant's events and dynamically update field values on their profile. Learn more about custom and calculated fields here.