Navigating the SaaSquatch Portal
This page covers the major settings available in the sub-menu populated by clicking on each section of the main navigation bar.
The sub-menu that populates under the main navigation bar provides comprehensive access to your program settings, divided into the following four sections:
This section will list all of the Growth Automation programs set up in your tenant, both active and and inactive.
Note: This section is intended for clients using our Growth Automation Platform. If your Program section looks different then the screenshot below, click here for information on the Classic platform.
From here you have the option of creating a new Growth Automation program or managing your existing listed programs.
This section houses Analytics and the ability to retrieve more detailed information on your program.
This tab provides a place to bulk upload and extract report data, as well a history of any Import or Export jobs listed in chronological order listed by:
- Job Name
- Creation Date
Reports listed here are available to be downloaded again for a period of 30 days. While Exports can be downloaded in both
.xslx format, only
.csv format is valid for Importing data.
See more about bulk user importing in our guide here.
The default "Participants" page will show you a list of users participating in your referral program sorted by most recently added. You can adjust the sorting order by clicking on the appropriate header (eg. click on "Generated Revenue" to sort the list by revenue generated by each user).
Selecting a user provides information such as their:
- Full name
- Referral code(s)
- Referral link(s)
- User & Account Ids
- Creation date
- Information on the referrals they have made, as well as any rewards they may have earned for any programs
Clicking on the Manage button opens a popup where:
- Name and email can be updated
- Referral Status can be changed (or Payment Provider ID added)
- A referral can be attributed
- A manual reward can be created
This page allows you to perform mass redemption of rewards for your users.
See more about bulk redemption in our guide here.
This section houses all the global settings for all your programs.
See Security for a review of what the security options offer.
This sub-menu also provides access to our Code Manager for Fuel Tank enabled programs. For use of our Code Manager, see the Custom Rewards Fuel Tank guide.
The install page includes:
- Program identifying information (Tenant Alias)
- Details for connecting your product to Referral SaaSquatch (API Key, Widget Quickstart Guide)
- Tenant Security Settings
The Test or Live tenant alias are used when connecting to the Referral SaaSquatch system to identify which program (and tenant) is being referenced.
The API keys (different in live and test tenants) are often used when connecting your Referral SaaSquatch program to other platforms, or when generating checksums used in making Signed Requests to our system.
The Tenant Security Settings allow you to enable or disable your overall or modular Open Endpoint Security options.
Learn more about using Open Endpoint Security options on our Signed Requests page.
This page allows you to change your official "Company Name" that shows up in your communications to users. If your company name differs from your product name, we suggest entering your product name instead.
Changing this setting on the Test tenant will not affect the name of your overall project, but changing your "Company Name" on Live tenant will reflect in your project drop-down list.
Webhooks allow for specific URLs to be notified of events related to your referral program using a subscription layer on a REST API. Referral SaaSquatch supports delivering these event notifications to multiple endpoints.
To add a webhook endpoint click the Create Webhook button, choose a URL (including the
https://) and a name for the endpoint, then click "Create Webhook".
Learn more about our webhooks, including in-depth examples, in our developer documentation.
SaaSquatch supports integrations with a range of business apps.
Detailed setup instructions for configuring our integration with Branch, Silverpop, setting up SMTP, or default email handling can be found in our developer documentation.
This page allows you to delete the data associated with your test tenant.
WARNING: Making use of this feature will delete data from all programs under the test tenant.
Data that WILL be deleted:
- Users, accounts and referrals
- Analytics events
The following data WILL NOT be deleted:
- Any data stored in external payment systems (i.e. Stripe/Recurly)
- Your SaaSquatch account (including users, settings, and API keys)
- Your classic theme and widget customizations
- Your classic program details (i.e. discount amount)