Roster

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.

Accessing Tiered Referral Rewards Settings:

1. Log in to your Roster account.
2. Navigate to Programs &gt; Program Settings &gt; Scroll to the Referral Commissions and Referral Points section.
3. Choose the which referral reward you'd like to award.
4. Set Type to "Tiers"
   
    

Configuring Look-Back Period and Commission Basis:

1. Select a preferred look-back period (e.g., 30, 60 days).

2. 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

1. Choose between "Percentage of Sale" or "Fixed Amount.


1. Add tiers based on order value
   Example:  
   Tier 1: $0 - $1000 -&gt; 10% Reward
   Tier 2: $1000-$2,000 -&gt; 15% Reward

Approval Method and Recurring Rewards:

1. Choose the approval method: Manual or Auto Approve.
2. Decide on recurring rewards for subsequent purchases within a specified timeframe.

1. Choose the payment method for rewards (e.g., Paypal and/or Venmo).


1. Accessing Tiered Referral Rewards Settings:
 1. Log in to your Roster account.
 2. Navigate to Programs &gt; Program Settings &gt; Scroll to the Referral Commissions and Referral Points section.
 3. Choose the which referral reward you'd like to award.
 4. Set Type to "Tiers"
 
 
 
2. Configuring Look-Back Period and Commission Basis:
 1. Select a preferred look-back period (e.g., 30, 60 days).
 
 2. 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
 
3. Selecting Commission Type:
 1. Choose between "Percentage of Sale" or "Fixed Amount.
 
 
4. Creating Tiers:
 1. Add tiers based on order value
 Example: 
 Tier 1: $0 - $1000 -&gt; 10% Reward
 Tier 2: $1000-$2,000 -&gt; 15% Reward

5. Approval Method and Recurring Rewards:
 1. Choose the approval method: Manual or Auto Approve.
 2. Decide on recurring rewards for subsequent purchases within a specified timeframe.
 
6. Payment Method:
 1. Choose the payment method for rewards (e.g., Paypal and/or Venmo).

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.

Step-by-Step Setup Process:

Conclusion: