Company Admins can customize the payout of referrals in the dash, and be able to track by separate referrals based on the services/ products you offer. Sometimes, it may be the same category
Referral Reward Structure - Customizing Payouts
Company Admins can customize the payout of referrals in the dash, and be able to track by separate referrals based on the services/ products you offer. Sometimes, it may be the same category
Location: Settings > Product
Examples of what we have seen GTR users implement
- Solar Panel
- Batteries
- Roof Restoration
- Siding Project
- Windows and Doors
- Employee Referral
*Important: If more than one product is created, the advocate will pick the product they are referring in for that the time of referral submission*
If there are alternative services or products the company admin would like to add a separate referral for, there is a page dedicated to adding and customizing the referrals.
Location: Settings > Product > Add New
- Verified Referrals Amount: The default stage that was covered in referral definitions. Typically, this is a reward for an Advocate sending in a good referral… even if the deal doesn’t close, so there is a small payout to incentivize an Advocate for more referrals. Once the project stages are changed to verified, this will trigger a payout to the Advocate.
- Sold Referrals Amount: The last stage is the biggest payout, as it means the product or service was installed/ completed. Same as verified, once the project stage is switched to sold, this will trigger a payout to the advocate.
- Bonus After (sold referrals): In order to incentivize the advocate to keep sending in referrals, GTR has implemented a bonus option that a company admin can set. For example, if a customer gives you 3 sold deals, it will trigger a bonus payout on top of whatever the referral amount is.
- Bonus Amount: The amount the Advocate will receive on top of the original referral amount, triggered by the Bonus After (sold referrals)