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Select the Package that Meets Your Needs
Standard Features Across Packages Include
Enter and edit bank information
Enter and edit tax information
Export W-8/W-9 collection for reporting
W-8/W-9 collection
Automated W9/W8 collection and tax management
Single sign-on
Multi-program support
Advocate ownership
Data profile on each advocate
Personal homepage for advocates
Customized layout to match your website
Lead attribution management
Custom domain or subdomain
Add custom fields to registration or lead form
Customized advocate homepage with brand content
CAN/SPAM compliance
Creative version control for referral promotions
Email, social, personal URL and print referral methods
Reward retention period
Reward via e-gift card with automated fulfillment or standard file
Reward via gift card, ACH, direct deposit, checks or client fulfillment
Structured rewarding options including: retention period, multi-event, revenue sharing or escalating reward amounts
International rewarding via wire transfer and international ACH
Advocate reward email notification
Advocate and prospect activity-triggered emails
Performance dashboards with data export
Dedicated success manager for support and consulting
Advanced analytics dashboards
Promotional touchpoint tracking & reporting
Create reports from referral program data
Partner Package Features
Manage the referral program and rewards by partner and/or advocates
Management of advocates by partners
Registration and approval management of partners
Portals for each partner for advocate management and reporting
Partner ability to invite advocates
Reward approval
Early reward approval
Payments approval
Payments adjustments
Ad-hoc payments
Reward amount adjustment
Manual reward entry
Manual reward override
Manual taxable amount override
Payments batching/scheduling
Revenue sync from Salesforce
Reward sync from Salesforce
Multi-currency support
ACH/International ACH
Currency conversion/exchange rate provider
Salesforce Connector Features
Salesforce Certified Managed Package
Partner advocate profile view from Salesforce
View advocate data profile via SSO
Invite Contacts to become advocates
Accept/input verbal referrals
Sales reps can “own” advocates
Validate advocate program eligibility
Automated lead sync
Adds referral lead source
Automated reconciliation of successful referrals
Link to referring advocate information from Lead and Contact records
Tracks Contact referral program enrollment status
Ability to sync reward amount from Opportunity
Ability to sync revenue from Opportunity for reporting/reward calculations