Using Referral SaaSquatch
This guide covers the basics of your referral program’s administration web portal and where to find important settings. See Navigating the Referral SaaSquatch Portal for additional details about the information the portal makes available to you.
If your organization already has a Referral SaaSquatch program, you can get someone who already has access to the project to invite you.
To get started with configuring your referral program, log in to your Referral SaaSquatch account.
If you don’t already have an account or program, please contact our sales team to get started.
To reset a forgotten password:
- Click on Forgot password on the login page.
- Fill in the email address that you have linked to your Referral SaaSquatch Account.
- Check your email.
- Follow the instructions in the reset password email sent to your inbox (be sure to check your spam, promotions and updates folders).
Still having trouble?
If you are still having trouble creating or logging into your account please contact our support team who will be able to help you get up and running quickly.
Create a Project
Choosing the right settings when you first setup your referral program can seem like a daunting task. Our Success Center provides all the information you need to know when creating your referral program.
Invite Team Members
Once you have an account you can start inviting team members to join you on the project:
- Click on the round My Account account on the top-right hand corner of the Portal
- Select 'Invite Team Members'
- Enter their email address(es), separated only by a space (no commas)
- Click [Send Invite].
Create Additional Programs
If Growth Automation is activated for your account, you can create multiple referral programs to support different campaigns. To create additional referral programs, head to the Programs tab on the left-hand side of the main navigation on the top of the page, and select Create New from the menu that appears below. Learn more about Growth Automation here.
Delete a Project
If you would like to delete a project, please contact our support team with the name of your program and the live or test tenant alias and we can delete the program for you.
WARNING: Please be aware that once a project has been deleted there is not way to recover it or any data it contained.
Check Billing Details
The Billing Details of your Account are located in the 'Project Billing' link under the round My Account icon on the top-right hand corner of the Portal.
Here you will find information on:
- Current Subscribed Plan
- Registered Participant Limit & Limit Usage
- Payment Information
- Current credit card (obfuscated)
- Payment History
- A list of past payments with Order ID, Date of payment, Total Amount of payment, and State of payment
If you have having trouble setting up the billing information for your program, please contact our support team.
Navigating the Referral SaaSquatch program portal is designed to be simple and intuitive so that key information and settings are easy to find. The navigation of the portal is broken down into two key areas: the main navigation bar along the top, and the sub-menu that populates from the main navigation.
The Navigation bar along the top allows you to:
Test vs Live
Each Referral SaaSquatch Program has two "modes": Live and Test. These modes both play important but different roles in the life of your program.
The functionality of your live and test modes (tenants) are very similar with only minor variation to accommodate the slight differences in the uses of each of them.
On a usage level your test mode (tenant) is designed to be used in the process of setting up your program. Use this tenant when first intgrating your referral program, and when testing connections with platforms you integrate with. Your live tenant should only be used once you have completed all your testing and configuration and you are ready to launch your referral program for your customers to use.
When making use of this guide, the majority of the functionality available in the portal can be performed in either the live or test tenants.
Details on best practices and when to use your live or test tenant can be found in our developer docs.
In your test tenant you have to option to delete test data.
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 theme and widget customizations
- Your program details (i.e. discount amount)
To access this functionality:
- Select Settings under the Setup menu in the Sidebar
- Click Delete Test Data,
- Toggle the "I would like to delete my test data" toggle from no to yes
- Click Delete.
Please note: Live tenants do not provide the option to delete data.
The sub-menu that populates under the main navigation bar provides comprehensive access to your program settings and is divided into the following four sections:
The settings that are made available to you via the sub-menu are covered in detail on our follow-up guide Navigating the Referral SaaSquatch Portal.
Click on the round My Account on the right-hand side of the main navigation, and select Account Settings.
In the Account Settings popup there are options to change your login email address or account password:
Change Login Email
Under Change Email Address section:
- Enter your new email
- Enter your current password
- Click save
Under Change Password section:
- Enter your current password
- Enter your new password
- Re-enter your new password
More general information about referral programs can be found in our introductory Referral Programs 101 article.
The Referral Marketing Channels that your users will interact with are also explained in our Success Centre.
If you have any further questions about implementing your Referral SaaSquatch program, or where to find settings in the portal, please don’t hesitate to contact our support team if Navigating the Referral SaaSquatch Portal does not provide the information you're looking for.