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Configure Your /advocate Program

Step 1: Create your referral program

  1. Add the Advocate program type.

  2. Book an appointment with an onboarding specialist.

  3. Go through the checklist and integrate your setup.

You will be rerouted to SaaSquatch by to finish your setup.

Step 2: Set up your program

Create your program rules

Program rules consist of goals and actions. Your program may have:

  • 1 goal and 1 action

  • 1 goal with multiple actions

  • Multiple goal and action pairs

Add a goal

A goal is the desired participant behavior — what you want them to do. The goals you set will depend on your program and the outcomes you want to drive. Goals can be set for advocates, their referred friends, or both.


Your program rules will likely change as you work with our Implementation Engineers to set up your data integrations and finalize your program design. You can return later to update this goal so it matches your data structure.

  1. To the right of Rules, select Edit.

  2. Give your program goal a name, like User Subscribed or Purchase Complete. This should describe your desired outcome.

  3. Select Edit to the right of the goal name.

  4. Select a goal trigger. We recommend Referred user performs an action for your first goal.

  5. Choose an event key. We recommend using the purchase event key for the initial setup.

  6. Set optional goal criteria, including conditions or rules.


    Conditions can be set using the dropdown lists or written in JSONata. Your assigned Implementation Engineer can assist with setting up your goal criteria.

  7. Choose whether this is considered a conversion goal. If this goal is marked as a conversion goal, it will count towards conversions in your program analytics.

  8. Set reward limits if needed.

  9. Scroll up to the top of the goal and select Done.

Next, create an action for this goal.

Add an action

Actions are tied to specific goals. When the participant achieves a goal, an action (like issuing a reward) is triggered. Actions are set up within the goal setup screen.

  1. Name your action, like Issue Gift Card Reward or Email Advocate. The action name should reflect what you want the action to achieve.

  2. Select Edit to the right of the action name.

  3. Select an Action Type. For Purchase Goals, we recommend selecting Reward and Email. You can also choose Email or Tiered Rewards.

  1. select the Audience. If you select Referrer, then the action will apply to your advocate. If you select Referred User, it will apply to anyone your advocate refers.

  2. [Optional] Add action criteria if you want to create a more nuanced action based on custom fields, calculated fields, and more.

  3. Choose whether the reward is fixed or dynamic. Fixed rewards always have the same value. Dynamic rewards vary based on a custom JSONata formula.

  4. [Optional] Select a reward expiration date.

  5. [Optional] Set a pending duration, if you don’t want the reward to be immediately available to your participant.

  6. Scroll up to the top of the action and select Done.

Add further goals and actions as needed. When you’re ready to move on, select Save for this section to continue with creating rewards and setting up the email created in this action.

Create a reward

Rewards are how you can incentivize your advocates and their referred friends to engage with your program. The best type of reward to select will depend on your industry, audience, and business model.

  1. To the right of the name of the reward, select Edit.

  2. Select Create a new reward.

  3. Select a reward type.

    • See the Program Reward Options article linked below for more information on the reward types on offer.

  4. Finish personalizing your reward settings and select Save.

    Learn more by visiting our Program Reward Options Explained article

Specify your referral landing page

The landing page is where referred friends will be directed when they click on an advocate’s share link. We recommend using a purchase page or sign-up form that has been customized for your referral program.

  1. Provide the landing page URL.

  2. Provide a fallback URL. This is where referred friends will be sent should the landing page not load.

  3. [Optional] Change the cookie expiry date.

  4. Select Save.

This page can be configured to track participants and add them to your program. Learn more about configuring your landing page for referral tracking.

Step 3: Customize your design and messaging

Design your program emails

SaaSquatch by allows you to send transactional emails to your advocates and anyone they refer. For example, you can alert participants when a friend signs up using their referral code, or when they’ve earned a reward. Effective program emails are informational and contain a call-to-action (CTA).

Make one of our email templates your own, import an email template created in another tool like Marketo, or use our email editor to design a unique email from scratch.

  1. Select Customize to the right of the name of the email you want to edit.

  2. Use our pick-and-plop email editor to modify the template.

  3. Save your changes.

    Learn more by visiting our Design your Program Emails article.

Set up your program widget

The program widget is the main way participants engage with your program. Use the In-App or Website Referral Widgets to allow your existing advocates to learn about and share your program with their friends and colleagues. Use the Friend Widget to allow new, referred friends to identify themselves to the program and instantly get their reward.


If you don’t have the ability to embed a widget into your website, then a microsite can be used instead. Microsites are hosted by SaaSquatch by and are purpose-built to show participants the same information that would be available through the widget. Speak to the implementation team if you are planning on using a microsite as a stopgap solution until a widget can be installed.

  1. Select Customize to the right of the name of the widget you want to edit.

  2. Select and apply a widget template.

  3. Use our pick-and-plop editor to modify the widget.

  4. Save your changes.

Configure your program’s share options

Referral codes, share links, and message links are the main methods that your advocates will use to refer their friends. Each of these are unique to individual participants.

Social Messaging settings allow you to configure the suggested posts or messages an advocate sees when they click a message link. Message links help advocates share their unique share link via email, Facebook, Twitter/X, and other social media platforms.

  1. To the right of Social Messaging, select Customize.

  2. Select Hosted as the Open Graph Source. This allows you to define your messaging in our platform.

  3. Select an Open Graph Source.

  4. Add a title, description, and image.

  5. [Optional] Customize share messages per social network.

Step 4: Configure the advanced settings

[Optional] Add translations

Take advantage of our translation and localization support to make your referral program available in multiple languages.

  1. Download your source content and translations.

  2. Create translated content.

  3. Upload it to SaaSquatch by

Next steps

Now that your program has been set up, a member of our team will work with you to set up your integrations and referral attribution tracking. Once the data implementation is complete and tests are successful, your new referral program will be good to go!

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