Managing Existing User Rewards
How to manage a participant's existing rewards through the SaaSquatch Portal.
🔗 Accounts vs. Users
Rewards are stored at the account level in the SaaSquatch system. This means that if there are multiple users in the same account, they will share a pool of rewards. In other words, redeeming or cancelling a reward from one user in a shared account's profile will apply to the balance for everyone in the account.
More information about the implications of this type of program configuration can be found in our Shared vs. Solo Accounts article.
🔗 Redeem Rewards
Rewards in a participant's account can be marked as redeemed through the SaaSquatch portal, through Bulk Reward Redemption, and through the REST API. Marking a reward as redeemed indicates to the SaaSquatch system that the reward has been fulfilled and should no longer be part of the account's available reward balance.
To redeem a reward through the SaaSquatch portal:
- Navigate to the Participant section in the SaaSquatch Portal.
In the search Box, enter the user's name, email, or SaaSquatch User ID.
- When you find the user in the search results, click on their name to be taken to their profile.
From the list of rewards in the user's profile select the reward you would like to manage:
Input the amount, up to the full value, of the reward that you would like to redeem from the user's account, and click Redeem.
🔗 Cancel Rewards
🔗 Previously Redeemed Rewards
Please Note: Rewards that have already been redeemed from a SaaSquatch account cannot be cancelled.
This can be especially important to programs configured to automatically redeem rewards from an account (e.g. through a gift card integration, payment provider integration, or an automated API integration you have configured).
Classic only The ability to manually approve rewards can be acomplished using our referral program Security Management System by setting all incoming referrals to default to pending.
To Cancel a reward through the SaaSquatch portal:
- From the Participant page, search for and select the user you would like to redeem the rewards from.
- From the list of rewards in the user's profile select the reward you would like to manage.
Select by clicking on (Yes) that you would like to cancel the reward, and then click Cancel Reward.
🔗 Pending Rewards
In most cases, rewards are pending due to the pending period that can be configured on them and in this case they will become available when the pending period is over. Although, when utilizing our W-9 Compliance feature, rewards can also be pending due to their tax implications. These rewards can be made available when a participant has been marked as having submitted a W-9 Tax Form. For more information, read our article on W-9 Compliance and Managing W-9 Tax Compliance for Participants.