How PayPal payments work in SocialLadder

SocialLadder allows ambassadors to be paid directly through PayPal.

Before ambassadors can be paid through PayPal, you must make sure PayPal is properly connected to SocialLadder and given the correct permissions. Please follow this guide: https://intercom.help/socialladder/en/articles/2977928-setting-up-your-paypal-integration.

Ambassadors will be prompted to enter their PayPal email address as they complete the Onboarding Wizard when joining SocialLadder. Make sure that the PayPal email checkbox is enabled on the Onboard Wizard Settings page.

As ambassadors complete challenges, they will earn points. For challenges that will be compensated using PayPal payouts, a point is equal to $0.01. So, if a task is supposed to be worth $5, an ambassador will receive 500 points for completing that task. Points can also be given for conversions based on a percentage of the total order price. For example, if a 10% commission is to be paid and an order comes in for $200, an ambassador will receive 2000 points (worth $20)

Payouts are made to ambassadors by creating a Payout Batch. A batch is a group of payments that will be made. Batches can be created at whatever frequency is needed or ad-hoc and can be created for your entire community or only smaller subsets as needed. For example, you can make a batch for "All May Payments" or "All May North East Region Payments"

When creating, a batch, make sure you add a name and description that will help you identify what payments are in this batch

Once you create the batch, you will be able to see all of the points your ambassadors have earned that have not yet been paid or added to another payment batch. You can filter these transactions by date, specific user, segments, challenge name, etc.

As you filter, you can select one or more transaction that you want to add to this batch. Only transactions that have been added to the batch will be paid.

For example: If you want to pay all ambassadors for a specific segment, you can filter transaction only for that segment and select all transactions displayed and click Add Selected

Once you've Added all the transaction that you want to include in this batch, you'll have a chance to review the batch and make sure everything is correct. If you want to add or remove any additional transactions to the batch, you can do that here. Once you are sure the batch is correct and you want to process this payment, make sure you have enough funds in your PayPal account to process this payment and click Process Payment.

Once a batch is submitted to PayPal, the payments will be handled by PayPal directly. If for some reason, a specific payment failed, for example, the ambassador had a typo in their PayPal Email Address, PayPal will send an error back to SocialLadder. You will be able to see the error on this specific transaction when viewing the previous batch. This may take a few days for PayPal to send back. Those unpaid payments will automatically be made available inside of SocialLadder to be added to the next Payout Batch to make sure they are properly paid. IMPORTANT: You must resolve the issue that caused the payout to fail. For example, if the PayPal email had a typo, you will need to reach out to the user and make sure they update this before you process this payment into another batch.

You can go into the Payouts tab at any time and view all of your previous Payout Batches.