SaaSquatch Help Center

Learn how to reward your referral program participants with automated cash payouts through PayPal.

Before you begin: To set up cash payouts, you’ll need a PayPal business account with access to the PayPal Developer website.

đź”— Overview

SaaSquatch offers the ability to issue cash payouts to your referral program participants via PayPal. The automated payout process is W-9 tax compliant and supports multiple currencies. Cash payouts integrate with your widgets and microsites, making them easy for you to set up and for your participants to use. Check out our doc on automated cash payouts for more details about this feature.

Follow these steps to set up cash payouts for your rewards.

  1. Connect PayPal with SaaSquatch using the setup wizard.
  2. Configure your cash payouts settings.
  3. Add PayPal components to your widget or microsite.

Note: PayPal can take up to a week to complete the payout setup process. Unfortunately, we aren’t able to expedite this.

đź”— Connect PayPal with SaaSquatch

Before you begin: To set up cash payouts, you’ll need a PayPal business account with access to the PayPal Developer website.

  1. Log on to the SaaSquatch Admin Portal.
  2. Click the Settings page in the top menu bar.
  3. Click the Integrations tab.
  4. Find the PayPal Payouts integration.
  5. Follow the steps in the setup wizard to:
    • Enable payouts in your PayPal account
    • Create a SaaSquatch app in your PayPal settings
    • Enter the SaaSquatch app details into the SaaSquatch Admin Portal

Next, configure your payout settings.

đź”— Configure your cash payout settings

Before you begin: Make sure your business PayPal account is set up to reward in your reward units currencies.

  1. Select the reward unit that you want to be paid out in cash.
    • Troubleshooting: Any Credit reward unit with a PayPal supported currency is eligible for cash payouts. If you don’t see any eligible reward units, then go to the Rewards page and check the units available under the Reward Units tab. You may need to create a new Credit reward unit and add it as a reward for your program.
  2. Choose the payout schedule.
    • Note: You can set your payout interval as days, weeks or months. The payout schedule will follow the tenant time zone you’ve configured in the Settings page.
  3. Enter the email addresses of the people you want us to notify if there is an error completing your payout.
  4. Review and confirm your selections.

Next, add PayPal components to your widget or microsite.

đź”— Add PayPal components to your widget or microsite

After you’ve configured the PayPal integration in your SaaSquatch and business PayPal settings, you’ll need to add PayPal components to your program widget or microsite. These components are what allow your participants to connect SaaSquatch with their PayPal accounts.

PayPal components can be added to the widget or microsite just like any other component. For a refresher on adding components, see:

Important: If you have already set up a program widget or microsite, then you’ll need to update your installed component packages in order to use PayPal components.

đź”— Installing the PayPal components package

  1. In the Admin Portal, click the Content page in the top menu bar.
  2. Open the editor for your widget or microsite.
  3. Click Packages in the left sidebar menu.
  4. Click Add Package.
  5. Click Add at the bottom of the PayPal components card.

Next, your participants need to provide SaaSquatch with the email address that’s associated with their PayPal account. This is the final step in the setup process.

đź”— Instructions for participants

Participants can add their PayPal information independently in most cases. If they need help finding where to do this, you can direct them to:

  1. Go to the program’s widget or microsite.
  2. Find the PayPal section.
    • For program widgets, this can be a line on the widget or a tab. For microsites, it can be a section on a page or a page of its own.
  3. Enter your email address.
  4. Click Save.

đź”— Instructions for clients

In some cases, you may need to manually add or update the PayPal email address on a participant’s behalf.

  1. Log on to the SaaSquatch Admin Portal.
  2. Click the Participants page in the top menu bar.
  3. Find the participant for whom you need to add or update the PayPal email address.
  4. Click the participant’s name to open their profile.
  5. Click Edit beneath their name.
  6. Make the needed changes under the Custom Fields heading.