PayPal Payouts requires that funds exist in the sender's account prior to initiating a payout. Before issuing a payout in Roster, you will need to transfer money from your bank account into your PayPal balance. The balance will need to cover the total amount of the payments, as well as PayPal's fee.
Roster Brand Portal
To set up a new Program with Referral Rewards and enable PayPal and/or Venmo as payment methods, follow these steps:
Step 1: Create the Program and Add Yourself
Log into the Brand Portal with your credentials.
Create a new Program or access an existing one that doesn't have any program members yet.
Add yourself as a member of the Program.
Step 2: Enable Referral Rewards
Within the Program settings, enable Referral Rewards to allow advocates to earn rewards for successful referrals.
Step 3: Access the Advocate Portal
Please check your email for the Advocate Magic Link, which will grant you access to the Advocate Portal.
Step 4: Add Preferred Payment Method In Advocate Portal
Once logged into the Advocate Portal, follow these steps to add payment methods.
Click on the hamburger stack in the top right corner > Account Settings
Once here select which type of payment you'd like to test and set up as instructed.
NOTE: Advocates must be in a Program that has Referral Rewards enabled in order to receive payments.
Step 5: Create a Manual Reward
Return to the Brand Portal and navigate to the Referral Rewards page.
Create a manual reward for a small amount, such as $2.00, and add yourself as the advocate who earned the reward.
Approve the manual reward to finalize the process.
Step 6: Send PayPal & Venmo Payments
Access the Unsent Payments page within the Brand Portal.
Locate your entry in the list of advocates who earned rewards.
Select yourself from the list to initiate the payment process.
Choose the "Send PayPal & Venmo Payments" bulk action to proceed.
Step 9: Confirm the Payment
After the payment is sent, confirm that it was successfully credited to your PayPal or Venmo account.
NOTE: All sent payments will be tracked and located in the Sent Payments tab.
By following these steps, you have successfully added yourself to the new Program, enabled Referral Rewards, set up PayPal and/or Venmo as payment methods, and received a payment.