Introduction
Purpose: This guide walks you through the process of creating automatic rewards for conversions driven by your ambassadors.
Context: When tracking conversion, you can compensate ambassadors in different ways, such as providing points commission, dollar commissions, or rewards.
How to Create Rewards
Access SL Admin Portal
Click on Compensation → Rewards
Click the + CREATE button at the top-left corner to open the Reward Wizard.
On the Name page enter the information below and click 'Next'.
Select a category and subcategory for the reward (e.g., "Prizes", "Exclusive Experiences").
What do you want to call this reward? Enter the name that will be visible to ambassadors.
On the Description page, enter the info:
Description - Add more information about the rewards.
Image - Upload an image to represent the reward visually on the dashboard.
On the Units page:
How many units would you like to make available for this rewards? - Specify the total number of units available for the Ambassador Program. Make sure to add enough so that you won't run out of units.
How many units would you like each user to be able to claim? Select ‘Unlimited units / user’
On the Point & Cost page, select the option ‘By conversion referral’.
Note: Add the cost for internal tracking purposes. This won't be visible for the ambassador.
On Dates, define key dates for reward visibility and redemption:
When the reward is visible in the app.
When users can begin redeeming the reward.
When redemption ends (expiration).
On Redemption page, select one of the following options for how ambassadors can redeem the reward:
Option A: Automated Code Emailed
Send an automated code for external redemption (e.g., e-commerce site).
Instructions - Include redemption instructions and a direct link to the redemption page.
Important: This reward is managed outside of SocialLadder, so tracking must be handled externally.
Option B: Automated Email to Fulfiller with Redeemer on Copy
Notify the fulfiller and ambassador via email.
Enter the fulfiller’s name and email address.
Option C: Provide Instructions
Provide customized redemption instructions for the ambassador.
Optionally, send a copy of the redemption email to an admin.
On Advanced page, enter the options as bellow:
Segment - Choose which ambassador segments can view and claim the reward.
Campaign - Add the reward for a campaign for reporting purposes.
On the Finish page, review all reward details for accuracy. Choose one of the following:
Save and Publish: Makes the reward live upon the scheduled start date.
Save as Draft: Save the reward for later editing.
Click Submit to finalize.
Once you have created the reward for conversion compensation, continue to the next step.
Step 2 - How to Setup Rewards for Compensation
Create a Conversion Campaign according to the instructions on this tutorial.
On the Compensation Rules page, select the following options:
Compensation Type - Choose 'Reward'
Reward - Select the reward you have created on the previous step.
Hit Submit.
Best Practices
Make sure to have enough reward units to the Ambassador Program, so you don't run out of rewards for compensating the ambassador for referrals.
Provide clear information on the Instructions instructions field, so to the ambassador so they know why they have redeemed this reward.
Include information on your Ambassador Handbook and the Welcome Email so ambassadors know what are the compensation for new referrals.
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