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SaaSquatch Help Center

Success Center

The SaaSquatch Growth Automation platform helps marketers and success teams better drive customer usage and purchase behaviour inside the products they support.

SaaSquatch Growth Automation

Learn more about how to automate and grow your Customer Lifetime Value.

Program Library

A library of the available Growth Automation Programs by SaaSquatch.

Program Setup Quickstart

Learn how to select, configure, and publish a new SaaSquatch Growth Automation Program in minutes.

Referral Program Quickstart

End to end guide for setting up a Growth Automation referral program.

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  • SaaSquatch Product News
  • Learning SaaSquatch
    • Learning SaaSquatch
    • SaaSquatch Admin Portal
      • SaaSquatch Admin Portal
      • The Referral Feed
      • Program Analytics
      • Managing Team Members
      • Team Member Roles
      • Setting Up Login Rules and Single Sign-On (SSO)
    • Programs
      • Referral Programs 101
      • Referral Program Optimization
      • The SaaSquatch Referral Program Loop
      • Referral Marketing Channels
      • Referral Program Retargeting
      • Referral Program Sharing Options
    • Growth Automation
      • Growth Automation Customer Lifecycle
      • SaaSquatch Growth Automation Platform
    • Fraud and Security Management
      • Security Management System
      • Fraud, Security & Fake Referrals
  • Building Programs
    • Building Programs
    • Programs
      • Program Library
        • Overview
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        • Partner
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      • Program General Quickstart
      • Program Mechanisms
      • Referral Program - Quickstart
      • Create and Publish a Program Draft
    • Participant Experiences
      • Participant Experiences
      • Set Up a Domain
      • Assign Vanity Share Links or Codes
      • Widget and Microsite Statistics
      • SaaSquatch Components
    • Program Widget
      • Widget Types
      • Customizing Program Widgets
      • Set Up an Instant Access Widget
    • Rewards
      • Program Reward Options
      • Gift Card Rewards
      • Fuel Tank Rewards
      • Leaderboards
      • Reward Exchange
        • Reward Exchange
        • Setting Up a Reward Exchange Option
    • Program Emails
      • Designing Your Program Emails
      • Email Template Merge Tags
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    • Custom and Calculated Fields
      • Custom Fields
      • Calculated Fields
      • Tracking Windows for Calculated Fields
      • Setting Up a Calculated Field
      • Edits to Calculated Fields
      • Deleting a Calculated Field
      • Recalculation and Backfilling Values
    • Microsites
      • Microsites Overview
      • Setting Up a Microsite
      • Customizing Microsite Layouts and Pages
      • Customizing Microsite Lifecycle Emails
      • SaaSquatch Microsite Editor
    • User Segmentation
    • Program Internationalization
  • Running Programs
    • Running Programs
    • Analytics and Reporting
      • Analytics Overview for Growth Automation Programs
      • Understanding Your Program Analytics Data
      • Program Reports
      • Running a Program Report
    • User Management
      • Manual User Actions: Add a Reward, Referral or Event
      • Managing Existing User Rewards
      • User Purchase & Refund Event
      • Participant Deletion
    • Bulk Imports
      • Bulk User Import
      • Bulk Reward Redemption Import
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    • W-9 Compliance
      • W-9 Compliance
      • Configuring Your Rewards for W-9
      • Managing W-9 Compliance
  • Integrations
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      • Using a Salesforce APEX Trigger to upsert a Lead
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      • SFTP Integration
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      • Branch Metrics Integration
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      • Segment Integration Reference
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      • Zapier Integration
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      • API Overview
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      • Full list of Methods
      • Account
        • Account Overview
        • Delete an account
          DELETEOpen Endpoint
      • User
        • User Overview
        • Lookup a user PII
          GET
        • Block user
          POST
        • Unblock user
          POST
        • List users
          GET
        • User Upsert
          PUTOpen Endpoint
        • Create a user and account
          POSTOpen Endpoint
        • Lookup a user
          GETOpen Endpoint
        • Delete a user
          DELETEOpen Endpoint
        • Get a user by a referral code
          GETOpen Endpoint
      • User Event
        • User Event Overview
        • Track User Event
          POSTOpen Endpoint
      • Share Links
        • Share Links Overview
        • Lookup a user's share URLs
          GET
        • Lookup a user's share URLs
          GETOpen Endpoint
      • Referral Code
        • Referral Code Overview
        • Lookup a referral code
          GET
        • Lookup a referral code
          GETOpen Endpoint
        • Apply a referral code
          POSTOpen Endpoint
      • Referral
        • Referral Overview
        • List referrals
          GET
        • Lookup a Referral
          GET
        • List referrals
          GETOpen Endpoint
      • Reward Balance
        • Reward Balance Overview
        • List reward balances
          GET
        • Debit a reward balance
          POST
      • Reward
        • Reward Overview
        • List an account's rewards
          GET
        • Lookup a single reward
          GET
        • Redeem a single reward
          POST
        • Cancel a single reward
          POST
        • Create a single reward
          POST
      • Webhook
        • Webhook Overview
        • Create a webhook subscription
          POST
        • List webhook subscriptions
          GET
        • Delete a webhook subscription
          DELETE
        • Test a webhook subscription
          POST
      • Export
        • Export Overview
        • Create an Export
          POST
        • Lookup an Export
          GET
        • Download an Export
          GET
        • List Exports
          GET
      • Hidden Endpoints
    • Webhooks
      • Overview
      • Webhook Security
    • Mobile
      • Overview
      • Android
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    • Breaking Changes
    • JSON Web Tokens
    • Testing Best Practices