Referral SaaSquatch Help Center

Overview of how you can customize the Referral SaaSquatch referral sharing experience across web, mobile, social, and email marketing channels.

Your customers can access the referral program through a widget in your product or site, or through email messages sent to them. More information about ways to engage with your existing user and how to drive participation in your referral program can be found in our Referral Marketing Channels article in the Success Centre.

There are five main methods users have access to for sharing a referral with their friends and family; referral code, referral link, Facebook, Twitter, and email. This guide covers how each of these sharing methods works with Referral SaaSquatch, examples, and the benefits of each platform.


When a user is registered in our system they are provided a unique referral code. This code typically comes in the form of FIRSTNAMELASTNAME, such as JOHNDOE. By default the referral code is shown in the referral widget right underneath the main text.

The referral code provides a simple method for users to connect with your referral program. They are a relatively short human-readable code which users can share with their friends and family. Many people are familiar with the concept of a coupon code so using the referral codes as part of your referral program can make the process easier to understand.

The main limitation of this share option is that it does not take advantage of our automatic referral attribution. The referred user is required to manually input the referral code on your referral landing page. This mean that referred users could forget the code, or have take the extra step of copying and pasting it. Referral codes can be hidden for products that do not have a coupon or code input field.

When a user is registered in your referral program they are also provided a unique link to share with their friends and family. Sharing this referral link provides your customers an easy way to connect their friends with your platform by directing them to a referral landing page of your choice.

The referral links can be found in the user’s widget where they can copy it for sharing with family and friends. The main advantage of referral links is that the referral can be attributed automatically by our squatch.js tracking script. The referral link includes all the information needed to track the referral so there is no need for the referred user to worry about inputting a referral code.

You can set the destination for referral links on the Settings page of the Setup section of your Referral SaaSquatch portal. This destination can be changed at any time and will even update any user share links that have already been shared.

An example of what one of these links look like is:

By default Referral SaaSquatch generates these unique links using the short domain. Information on how to use your own domain rather than the default domain can be found in our documentation.

Share Messages

Share messages provide your customers an opportunity to share their referral experience with their friends and family using a number of platforms including Facebook, Twitter, and Email. In each user’s personalized referral widget and notification emails there are sharing options for each of the three supported platforms. Each of these options includes a platform specific, unique share link which can be used to track share traffic by platform.

Facebook and Twitter

Facebook and Twitter sharing options allow a referral user to make a post to their social media profile. The share messages themselves are extensively customizable, with settings for editing default share message content in your program portal. This lets you provide your users with a pre-formatted starting point for their shares.

Friction is minimal as we do not require users to authorize access to their account to make the post.

Configurable options for Facebook share messages include the message subject, body, and image. Images to be used in Facebook share messages have an optimal resolution of 1200x627px.

Twitter share messages are configurable up to the standard 140 character limit, note that currently, any link URL including the user’s sharelink counts for 23 characters. Twitter image thumbnails can also be included on the sharetweets! The size of in-stream photo’s on twitter is 440x220px.

To change Facebook and Twitter share images please let the success team know.


Users are also able to make a referral by sharing their sharelink through email. The email share link in the widget is a standard "mailto:" link which lets users complete the share process through their email client of choice. In their email client the referrer can then simply input the email address of the desired recipient and make any personalizations to your referral program's standard email message.

This default messaging can be customized just like that of the Facebook and Twitter share options. Configurable options for the email share messages include the message subject and body text.

While formatting is limited to plain text, allowing users to send the email through their own email account provides a more personalized experience for both the referrer and referred user, and will consistently arrive in the recipient's general inbox, not the promotions folder.

More information about ways to engage with your existing user and how to drive participation in your referral program can be found in our Referral Marketing Channels article.

To learn more about referral programs and how to get your program up and running, check out our Referral Program 101 article.

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