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Create a Reward Unit

Rewards are used to motivate your advocates and their referred friends to take part in your referral program. When you set up credit rewards, you also need to create a reward unit to define what the credit gives to the participant (like a free month of your premium service tier).

  1. From the left navigation menu, select Rewards → Reward Units.

  2. In the upper-right corner, select Create Reward Unit.

  3. Select a Reward unit type.

  4. Enter a descriptive Name.

  5. Complete the setup steps specific to the reward unit type.

    • From the Currency drop-down list, select a currency for this reward unit. Only one currency can be selected.

    If you selected USD as your currency and W-9 Compliance is turned on for your Advocate program, then participants who earn rewards based on this reward unit will have the value of the reward unit counted toward their taxable total for the year.

  6. Optionally, expand the Advanced Settings to further configure the reward unit.

    • Assign a US Taxable Value for the reward unit.

      • The US Taxable Value customization allows you to assign a taxable value to rewards which do not directly reward USD. We recommend using this option if W-9 Compliance is turned on for your Advocate program and you want this reward unit to be subject to reward limits.

      • A JSONata expression is required to defined the value of the reward unit. You can use the variables totalValue and count in the expression.

        Example: If you want each Custom reward unit earned to have a taxable value of $5 USD, then enter an expression like 500*totalValue.

    • Enter a Reward Pretty Value to define how this reward unit will appear for your participants.

    • Deselect the Additional options if you don't want the reward unit to be redeemed, to allow rewards using this unit to expire, or to be canceled.

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  7. Select Create Reward Unit.

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