Referral SaaSquatch Help Center

Referral SaaSquatch provides flexible options for structuring how participants are grouped in your referral program.


Shared Account
Multiple users with a shared reward pool

Solo Account
Every user has their own reward pool

Accounts

An account is the lowest-level structure in your referral program used to organize referral participants.

Key aspects of an account:

  • Each account can only be referred once.
  • The account status (TRIAL, PAID, CANCELLED) is set at the account level.
  • Rewards are also earned at the account level

Payment Provider Id

The payment_provider_id is a property of an account, not a user. The account_id is your internal identifier while the payment_provider_id is used to connect a Referral SaaSquatch account to the related account in your payment system (e.g. Stripe or Recurly).

If you're using the API integration, or your account does not yet have an account in your payment system, then simply leave payment_provider_id: null for every account.

Users

Users are each mapped to one specific account.

The following information is controlled at the user level:

  • First and last name
  • Email address
  • Referral code
  • Share links

Each user is able to use their own referral links and codes to share and make referrals.

Shared Accounts

In a Shared Account every user works towards the same goals and shares the same reward pool.

Even though users in a Shared Account are all working towards the same pool of rewards their referrals are tracked seperately. Each user can see the referrals and rewards that they have made and how that has contributed to the overall reward pool.

Usage

To setup a shared account simply set the same account_id of each of user you wish to be in the same account.

Example Use Case

Many B2B apps have multiple users that access the same account, but there is only one bill paid for all of those users. Helpdesk, CRM, or collaboration software applications tend to have Shared Accounts.

Subscriptions like Netflix are also an example of Shared Account setup. Each Netflix account can contain multiple users while sharing the same billing information.

For example: if each referral is worth 10% off, then a shared account can get the full 100% off through 10 referrals from and of the different users in the account: Ron makes 5 referrals, Ginny makes 3 referrals, and Percy makes 2 referrals, for a total of 10.

Shared Accounts - Scaled

Solo Accounts

Solo accounts are identical to Shared Accounts in every way other than the number of users in the account. In a Solo Account there is only one user. This 1-to-1 mapping of account and user means that information and settings that might otherwise have applied to multiple accounts instead only apply to one.

Usage

To make use of solo accounts, mapping users and accounts 1-to-1, simply set the account_id and user_id of each referral participant to the same value.

Example Use Case

Most B2C apps make use of having each user with their own account.

For example, each Facebook or LinkedIn account is setup to be used by only one person.

Solo Account - Scaled

Finding Account/User Details

A referral participant's account and user information can be found on their profile in the participant explorer in the Referral SaaSquatch Portal.

1. Find the Participant you would like to look up:
2. Select the Manage User option:

Manage User

3. User Details:

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