Welcome to Roster's Tiered Referral rewards Setup – an innovative way to reward advocates for their referral efforts. This guide offers a comprehensive walkthrough to help you configure and maximize Tiered Referral Rewards for your referral program. Before you start, ensure Referral Tracking is set up for accurate monitoring.
Step-by-Step Setup Process:
Accessing Tiered Referral Rewards Settings:
Log in to your Roster account.
Navigate to Programs > Program Settings > Scroll to the Referral Commissions and Referral Points section.
Choose the which referral reward you'd like to award.
Set Type to "Tiers"
Configuring Look-Back Period and Commission Basis:
Select a preferred look-back period (e.g., 30, 60 days).
Choose the commission basis: "Total Sales" or "Total Orders."
NOTE: Look back period refers to the timeframe (in days) the system checks to add up total sales or total orders to decide the tier for a referral
Selecting Commission Type:
Choose between "Percentage of Sale" or "Fixed Amount.
Creating Tiers:
Add tiers based on order value
Example:
Tier 1: $0 - $1000 -> 10% Reward
Tier 2: $1000-$2,000 -> 15% Reward
Approval Method and Recurring Rewards:
Choose the approval method: Manual or Auto Approve.
Decide on recurring rewards for subsequent purchases within a specified timeframe.
Payment Method:
Choose the payment method for rewards (e.g., Paypal and/or Venmo).
Conclusion:
By setting up Tiered Referral Rewards in Roster, you create a tailored, rewarding experience for affiliates. Customize tiers, approval processes, and payment methods to align with your business goals. For further assistance or questions, contact our support team.