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
_sqh.push(['init', ...]). Here are the most common mistakes for payment_provider_id
payment_provider_idwas omitted instead of being set as null
payment_provider_idcould not be verified using the Braintree/Stripe/Recurly/Zuora API because that account doesn't exist yet
payment_provider_idfrom a live system is being used on a test system
payment_provider_idwas 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:
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).
Forgetting to set up the coupon code during signup
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