There are a number of ways to integrate with RewardStream, anywhere between full manual verification to a fully automated customer referral program.

Member Registration and Log In

This is how your customer access your referral program to make referrals and see their referral history. Customers that register and log in using RewardStream credentials, Facebook login or Google login are verified as your customers later through the account validation process. Customers that log in using Single Sign On are always verified as valid customers.

  1. RewardStream credentials - your customers register for and log in to your referral program using RewardStream's built in credentials (email and password). We capture their name, email address, and ask customers to create a password upon registration.
  2. Facebook Login - your customers register for and log in to your referral program using their Facebook login. We capture their name and email address associated to their Facebook profile.
  3. Google Login - your customers register for and log in your referral program using their Google login. We capture their name and email address associated to their Google profile.
  4. Single Sign On - your customers register and log in to your referral program using their existing My Account credentials with you. We capture their name and email address associated to their My Account profile. This will require an integration with our Sync Member Data API or assumes you are using Shopify, WooCommerce, or Magento.

Account Validation & Re-validation

This process is how we verify that existing customers who make referrals and new customers who have been referred are actually your customers and meet the referral program criteria. If your referral program has a return period, we will also use this process to re-validate referee accounts.

  1. Manual Validation - you verify your customer accounts though the RewardStream Portal. Here's an article on how manually verify member / referrer accounts. Here's an article on how to manually verify referee accounts.
  2. File Exchange (via SFTP) - RewardStream sends a list of accounts that need verification in a CSV file on a regular basis (usually weekly) and you send back relevant account information needed to verify and process referrals. RewardStream has a standard account verification file format but we are able to support customizations for enterprise plans only. We usually use a RewardStream hosted SFTP but we can also support using your SFTP server. We can also support encrypting files via PGP.
  3. API - RewardStream makes API calls to your customer system to verify customer accounts and process referrals (either in real time or a nightly batch process). This will require that RewardStream integrate with your customer system to be able to fetch your customer data.

Purchase Notification

This process is how we verify that purchases from referrals were successfully made. 

  1. Manual Validation - you verify your customer purchases through the RewardStream portal. Here's an article on how to manually verify referee purchases.
  2. File Exchange (via SFTP) - you can send RewardStream a list of purchases to verify and process referrals. RewardStream has a standard purchase notification file but we are able to support customizations for enterprise plans only. We usually use a RewardStream hosted SFTP but we can also support using your SFTP server. We can also support encrypting files via PGP.
  3. API - you can make an API to RewardStream to verify and process referrals (in real time or a batch process). This will require you to integrate with RewardStream's Redeem Offer API or assumes you are using Shopify, WooCommerce, or Magento.

Reward Fulfillment

This process is how members and referees receive their rewards earned from successful referrals.

  1. Manual Validation - you can manually fulfill rewards in the RewardStream Portal. Here's an article on how to manually fulfill rewards.
  2. File Exchange (via SFTP) - RewardStream sends a list of rewards that need to be fulfilled in a CSV file on a regular basis (usually weekly) and you send back a CSV file confirming the status of the reward fulfillment. RewardStream has a standard reward fulfillment file format but we are able to support customizations for enterprise plans only. We usually use a RewardStream hosted SFTP but we can also support using your SFTP server. We can also support encrypting files via PGP.
  3. API - RewardStream makes API calls to an external system to reward members and referees for successful referrals. This will require that RewardStream integrate with whatever external system that is fulfilling rewards.

Email Unsubscribe

This process is to ensure your referral program meets all anti-spam email compliance.

  1. Manual Validation - you can manually upload your general email unsubscribe list in the RewardStream Portal on a regular basis.
  2. File Exchange - you can send RewardStream a list of emails that have been unsubscribed in your system so the referral platform does not send emails on a regular basis.
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