SaaSquatch Help Center

This page outlines the Program page of our portal for the Classic Referral Program. To learn about the rest of the portal, checkout Navigating the SaaSquatch Portal.

πŸ”— Programs

Note: This portion of the guide will only be accurate for the program menu as it displays for a classic referral program, seen below:

Portal Program Menu

πŸ”— Referral Widget

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

Under Programs in the top navigation, select Widget.

This section of the portal will display a live render of your program's Referral Widgets. These renders are identical to the embedded or popup (live or test depending on the tenant) version of the widgets which can be included in a webpage. The render for each type of widget provides a preview of the layout and messaging for your widget with pre-filled test data that does not reflect real statistics.

The Sidebar on the right hand side provides options to change various visual aspects of the widget:

Portal Widget - Right Sidebar

  • The Customize your Widget section offers options to change the wording, colors, and font of your selected type of widget.

  • The Share Messaging section lets you adjust the default wording for email, Facebook, Twitter, and other platforms' share messages your users share with their friends and family in the Referrer's Widget. This will update the share messaging in the widget and in the notification emails.

  • The Widget Preview options allow you to change the language and locale of the test render of your selected widget being displayed in the portal. This option can be extremely useful when trying to quickly test what your widget will look like when displayed to your users around the world.

    Want to get started with Internationalization? Contact our Success Team to find out more about our powerful internationalization offerings.

πŸ”— 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.

πŸ”— Edit

The email templates can be edited to fit your program requirements.

Changes can be made to:

  • From Name
  • From Address
  • Subject
  • Header Image URL
  • Header Content
  • Body Content
  • Share Code CTA
  • Share Button Header
  • Footer
  • Ability to include share links.

Options are also available to:

  • Preview changes
  • Send a test version of the email to a specific email address
  • Publish changes
  • Restore the default values.

Our developer documentation provides further information about email notifications.

πŸ”— 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.

πŸ”— Settings

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

πŸ”— Program Settings

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

  • Company Name

This field will be displayed in your Referral Widgets and notification emails so make sure it is simple and recognizable to your customers.

  • 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.

πŸ”— 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 changed.

πŸ”— 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: the Referrer Widget, and the Referred User Widget.

Referrer Widget
Referred User Widget
Widget Displayed As CTA

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 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.

πŸ”— Referral Feed

The referral feed provides a list of recent referral events for your program.

πŸ”— Analytics

The analytics section of the portal provides a wide range of rich data which can be used to review the activity and progress of your program.

πŸ”— 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
πŸ”— Security Options

Security options can be configured via the link on the top-right hand corner:

Security Options

  • Global - Security settings for all programs, including Growth Automation
  • General - Configuration options for what to do "When fraudulent activity is suspected on a referral" (classic programs only)
  • Criteria - Toggle on or off the criteria analyzed for fraudulent behaviour (classic programs only)
  • Advanced - Set the default referral status settings for incoming referrals (classic programs only)
  • IP Blocking - Manage & search blocked IP addresses/ranges (all programs)

These options can also be accessed from the Settings sub-menu.

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.

πŸ”— Referral Participants Tab

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.