Step 4: Configure your program settings

There are a few main program settings you can set up to customize your program for your advocates. If your program needs to be localized or set up for W9 compliance, read further below, otherwise skip to step 6.

You can use participant-specific locale information to help you translate and localize your referral program’s content and rewards. This helps personalize the experience for your advocate and provides what they need in the languages needed.

You can also set up your W-9 fax compliance. The W-9 Compliance is an optional feature that helps you and your participants remain compliant with US tax law.