SaaSquatch Portal for Classic Referral Programs

Classic only Note: This page details a feature that is no longer available to new customers for archival purposes. If you were onboarded with SaaSquatch later than 2017, this guide does not apply to your setup.

🔗 Program

This sub-tab contains the configuration for your widget and emails, settings for your rewards and security, and your program analytics.

🔗 Widget

To read about Growth Automation Program Widget management, see our GA Program Setup Quickstart page.

Under Programs in the top navigation, select Widget.

🔗 Emails

To read about Growth Automation Program Email management, see our GA Program Setup Quickstart page.

This section will allow you to customize notification emails that are sent to your program participants.

Email notifications can be sent out to users when:

• A friend signs up with the referral program (referral.started webhook event).
• Referred Users complete the referral and the Referrer’s reward is ready (referral.completed webhook event).
• A Referrer or Referred User earns a reward (reward.created webhook event).

Options for changing Email Notification settings can be found in Emails under the Programs on the main navigation.

All of the email types offer a wide range of possible customization changes to the default email template. It is also possible to enable/disable any of the email types.

🔗 Preview

The preview option for each of the email event types provides a render of a desktop and mobile version of the referral email.

It is also possible to test the email preview render with a different language and locale provided you program is configured correctly for internationalization if configured.

Our developer documentation provides further information about email notifications.

🔗 Settings

The Settings section provides the ability to configure Program Setup, Reward Settings and Program Display Settings.

🔗 Program settings

To read about Growth Automation Program Settings, see our GA Program Setup Quickstart page.

• Landing Page

The referral landing page is where the share links will direct people who are referred to your product. Often this is your main webpage, other times this is a specialized referral welcome/signup page.

Note: Please make sure to include the http:// or https:// at the front of the URL.

Correct Examples:

• http://example.com
• https://example.com
• http://www.example.com

Incorrect Examples:

• example.com
• www.example.com

If you have setup your referral program with Branch Metrics for mobile deep linking then this referral landing page will only apply to your desktop user. Users accessing a share link on mobile will be directed to the the app store or your mobile app as setup in your branch settings. More information on our integration can also be found in our documentation.

• Fallback URL

The fallback URL is the address of where your users should be directed in the case of a broken sharelink when a project is making use of a custom short domain.

🔗 Reward Settings

To read about Growth Automation Program Reward Settings, see our GA Program Setup Quickstart page.

This option gives you the ability to adjust the value of the rewards that will be given out to referral participants upon the successful completion of a referral. You can adjust the Referrer and Referred User rewards independently of one another for added customization.

Please note: Changing your program rewards will only apply to future rewards. Existing rewards will not be retroactively changed.

🔗 Program display settings

Referral Programs created after November 2016 will include additional settings in the portal for configuring display of the Referral Widgets when making use of our squatch.js library.

These settings allow you to configure which pages on your website you want to display the referral program, and what pages you would like to use as a conversion trigger.

• Conversion URL(s)

When your Referred Users have hit the goalpost for your referral program their referral needs to be converted to release the reward for the Referrer. Read more about the touchpoints that make up a referral program in our How Referral SaaSquatch Works article.

This conversion mechanism can be triggered for a referral when a Referred User lands on a specific page. This page can be set with the Conversion URL field. You can also set multiple conversion URLs.

• Widget Display Rules

The Widget Display Rule settings can be used to configure what type of widget will be displayed on which page. There are two types of widgets that can be displayed using the Widget Display Rules:

Referrer Widget	Referred User Widget

To display a widget:

• Select the type of widget you would like the Display Rule to trigger ('Referrer's Widget' or 'Referred User Widget').
• The URL on which you would like to show the widget.
• Place element on the page to trigger a popup.
• The Widget can also be displayed as a CTA rather than a Popup. If so, check the Show CTA option.
• Click add rule.

You can add as many widget display rules as you would like to display the widget throughout your product.

🔗 Analytics

See the section below on "Analytics" for a more comprehensive view.

🔗 Security

The Security Management System section of the portal allows for configuration of the referral moderation process which helps prevent fraudulent referrals.

The Sections here include:

• Pending Referrals - List of Pending referrals including any applicable fraud criteria
• Referral History - List of Historical Approved and Denied referrals

🔗 Security options

Security options can be configured via the "Settings" sub-menu under Security.

An overview of Security Management System can be found in our Success Center while an in-depth guide with details about the workings of this feature can be found in our developer documentation.

🔗 Analytics

• Program Analytics provides a wide range of rich data which can be used to review the activity and progress of your program.
• The Referral Feed provides a list of recent referral events for your program.
• The Reports tab provides a place to bulk upload and extract report data, as well a history of any Import or Export jobs listed in chronological order.

🔗 Participants

The Participants tab dives in depth with a list of all customers who have been registered in your referral program. It also allows you to segment or import users.

🔗 Settings

This settings section houses all the global settings for all your programs.