On the footer of Referral site, it will have links to the following:

  • Program Rules
  • Terms & Conditions
  • Privacy Policy
  • Contact Us

Here is a little of info about each of the sections:

Program Rules

The program rules is a great way to explain to your customers what they are required to do to successfully participate in the program. We have provided default copy to give you a head start to get this section complete. Although there is default copy, you will need to edit it to add specifics/clarification about your program. You are welcome to simply edit it, or completely change it based off of what you think will communicate the rules of your program best.

To edit the the copy, please log into the RewardStream Portal, on the left hand side menu, select Content > Program Rules. From there, edit away - and don't forget to hit the 'Save' button on the top right hand corner.
 
 Please note: within the default copy, you will see some merge fields, for example [CompanyName] or [ProgramName]. There is no need to edit those fields, as our system will automatically generate them for you. You only need to worry about the copy around those merge fields. If you accidentally delete these fields, you can simply re-type them, remembering to include the square brackets that enclose the merge field names. For example: [ProgramName].  A complete list of Merge Fields is located in this document.

Terms and Conditions

The terms and conditions helps to set the rules that your customers must agree to in order to use the referral program website. Similar to the Program Rules, we have provided default copy to give you a head start. Although there is default copy, you will need to edit it to add specifics/clarification about your program. You are welcome to simply edit it, or completely change it based off of what you think will communicate the terms best.

To edit the the copy, please log into the RewardStream Portal, on the left hand side menu, select Content > Terms & Conditions. From there, edit away - and don't forget to hit the 'Save' button on the top right hand corner.

You have 2 options in this section:

1. Use your existing terms and conditions - Simply select the toggle, 'Use my existing Terms & Conditions page', and paste in the URL to your terms and conditions.

2. Paste in your terms and conditions or edit the existing template we have prepopulated - Select the toggle, 'Provide my content below', and paste in the copy/edit the default. You may need to format it using the formatting tools on our site.

Please note: If you choose to edit the default copy, you will see some merge fields, for example [CompanyName] or [ProgramName]. There is no need to edit those fields, as our system will automatically general them for you. You only need to worry about the copy around those merge fields.

Privacy Policy

The privacy policy discloses to your customers the ways that your company gathers, uses, discloses, and manages their data. Since we are collecting information about your customer on your behalf, we are required to include your Privacy Policy on your Referral Program site.
 
 To edit this page, please log into the RewardStream Portal, on the left hand side menu, select Content > Privacy Policy. From there, edit away - and don't forget to hit the 'Save' button on the top right hand corner.

You have 2 options in this section:

1. Use your existing privacy policy - Simply select the toggle, 'Use my existing Privacy Policy page', and paste in the URL to your privacy policy.

2. Paste in your privacy policy - Select the toggle, 'Provide my content below', and paste in the copy for your privacy policy. You may need to format it using the formatting tools on our site.

Contact Us

In order to create the best customer experience, it is important for your customers to be able to get help if they need assistance. For this reason, we have added this section for you to complete, and add in the best way(s) for them to reach you. Some customers add in a phone number, and/or an email address, and also the hours of operation so your customers know when to expect a reply from you.

To edit the the copy, please log into the RewardStream Portal, on the left hand side menu, select Content > Contact. From there, edit away - and don't forget to hit the 'Save' button on the top right hand corner.

You have 2 options in this section:

1. Use your existing contact us page - Simply select the toggle, 'Use my existing Contact Us page ', and paste in the URL to your privacy policy.

2. Provide your own information - Select the toggle, 'Provide my content below', and enter the information in accordingly. You may need to format it using the formatting tools on our site.

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