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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. Select the Create Reward Unit button in the top right corner.

  3. Select a reward unit type.

  4. Enter a descriptive name.

  5. For credit, cash, or custom reward units, complete the remaining setup steps.

    Note: Multi-currency support is only available to certain Advocate editions. If you're interested, reach out to your CSM (or contact support) to ask about upgrading.

    Select the currency of the reward unit.

    Note: 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. Select Create Reward Unit.

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