Many common Referral SaaSquatch integration problems can be easily avoided by reading this guide.

🔗 Using the wrong account_id

If you haven't already, take a minute to read Shared vs Solo Accounts. This will clarify most questions about account_id.

🔗 Using the wrong payment_provider_id

People often pass the wrong payment_provider_id to _sqh.push(['init', ...]). Here are the most common mistakes for payment_provider_id

The `payment_provider_id` was omitted instead of being set as null
The `payment_provider_id` could not be verified using the Braintree/Stripe/Recurly/Zuora API because that account doesn't exist yet
An `payment_provider_id` from a live system is being used on a test system
The `payment_provider_id` was set as null, but Signed Requests aren't being used

Depending on your payment system, a different payment_provider_id should be used. Here is the full reference:

Braintree	The `id` of a Braintree Account object
Stripe	The `id` of a Stripe Customer object
Recurly	The `id` of a Recurly Account object
Zuora	The `id` of a Zuora Account object

🔗 Testing referral links and 'autofill' on localhost or development

By default each user gets a unique referral link (e.g. ssqt.ch/21bnmb12) to share with their friends. When someone clicks on these links, Referral SaaSquatch sets a cookie to track the referral, and redirects them to the company homepage. Even though a user is redirected to the live website (i.e. http://livesite.com), the cookie can still be read from their development environment (i.e. http://localhost:8080). This is possible because the cookie is tracked on our subdomain (app.referralsaasquatch.com).

For Stripe and Recurly - you must use _sqh.push(['autofill', ...]) to grab the referral/coupon code from the cookie and include that in your Recurly or Stripe subscription API calls. If this is forgotten, then new users don't get their discounts.

For Braintree and Zuora - you must make a call to the Referral SaaSquatch REST API during checkout to mark the referral as complete and lookup rate plan information. If this is forgotten, then new users don't get their discounts.

🔗 Forgetting to add a call to action button

Adding squatch.js to your app is not enough. You should also add class="squatchpop" to a button in your app, or use _sqh.push('open'); javascript to make sure that your customers can access your referral program.

Common Pitfalls

🔗 Using the wrong account_id

🔗 Using the wrong payment_provider_id

🔗 Testing referral links and 'autofill' on localhost or development

🔗 Forgetting to set up the coupon code during signup

🔗 Forgetting to add a call to action button