Payouts refer to the various methods used to distribute rewards to your members and/or referrals. To configure your payouts, you can visit our Payouts page to manage your payout balances, reward emails, and general reward settings.
Related articles:
Setup Reward Rules to create reward structures
Setup Reward Emails to design reward emails
Payout Integration Guides for detailed instructions
Common Reward Structures for reward ideas
Type and Funding
Referral Rock offers several payout types (each with its own funding options):
Gift Cards
This premium payout is available on our Professional Plus and Engage Plus plans.
On the Gift Cards icon on the Reward Payouts page, select Manage Account to view funding instructions (by credit card or ACH transfer), set a low amount notification, and view funding history. You may also customize the email for each type of gift card associated with your reward rules. Also, review our detailed Tango instructions.
When funding your gift card account with a credit card, you will be sent a security code to the email address used to set up the Tango account. Enter that code in the box provided to proceed with funding the account.
For security purposes, Tango applies default credit card funding limits to each account on a platform:
For the first 72 hours after registering a new credit card, a maximum of three funding transactions for a maximum of $1,000.00 each can be made in a rolling 24 hour period.
Credit cards registered for longer than 72 hours can be used to make a maximum of three funding transactions for a maximum of $3,000.00 each in a rolling 24 hour period.
PayPal
This premium payout is available on our Professional Plus and Engage Plus plans.
On the PayPal icon on the Reward Payouts page, select Manage Account to set up low balance alerts. You may also customize the Recipient Email. To fund your PayPal account and for more information, see our detailed PayPal instructions
PayPal's Available Balance cannot be displayed because only PayPal partners can view the account balance. Please check your PayPal account manually.
Note: Funding can take 3-5 business days to appear in account.
Wise
This premium payout is available on our Professional Plus and Engage Plus plans.
On the Wise icon on the Reward Payouts page, click Manage Account to your Wise connection and set your low balance notification. You will fund your Wise rewards from your Wise business account, see detailed Wise instructions for more information.
Coupons
On the Coupons icon on the Reward Payouts page, you will be able to Manage Coupon Set and Recipient Email. These options will allow you to see coupons owed, coupons redeemed, and adjust your coupon settings.
Coupon codes can be imported into Referral Rock. Alternatively, you may choose for Referral Rock to randomly generate codes on your behalf, or you may set a fixed coupon code.
Custom (Manual) Rewards
On the Custom (Manual) Rewards icon on the Reward Payouts page, you will be able to manage your previously created manual rewards (i.e., Swag Hoodie in the example below).
From there, you may edit the Recipient email sent when the reward is received as well as the option to customize the units of the custom reward to best fit what the reward is.
Payouts Settings
These settings allow you to further customize how your Payouts work.
Payment History
Click on the Payment History option to see a detailed log of all issued payments.
Schedule Payments
Click on the Schedule Payouts option to issue Payouts automatically based on the rules you decide.
On the dropdown next to each Payout type you will be able to set your desired schedule for paying out various rewards. The options allow you to automatically issue all eligible pending rewards daily, weekly, or monthly.
Note: All scheduled payouts are issued at approximately 07:00AM (12:00 UTC).
Issue by Recipient
Click on this option to display all payments organized by Type or Recipient, allowing for easy batch payments instead of needing to individually issue each Payout.
Annual Payment Limits
Click on the Annual Payment Limits to see your Payouts and respective limits. This option lets you limit Annual Payments to $599 per recipient per calendar year.
If you choose to limit annual payments, recipients will not receive payouts above the limit unless they are approved for excess payments. Payment limits are reset at the beginning of each new calendar year. This can be enabled for any Payout type.
Note: Keep in mind that Payment limits are reset at the beginning of each new calendar year.
Failed Payments/Rollbacks
A rollback is the reversing or returning funds when an external cash payment is completed, but goes unclaimed. PayPal and Wise payments can be rolled back.
If a recipient does not claim a PayPal or Wise payment within a given timeframe (30 days for PayPal and 1 week for Wise), funds will be automatically returned to your account.
Important Note: This process applies only to PayPal and Wise payments. There is no rollback process (automatic return of funds) for unclaimed Tango Gift Card payments.
When a payment is returned, the following will occur in Referral Rock:
The payment will show as "Rollback" in Payment History
The reward will revert back to the pending status, so it can be reissued
Admins will receive a notification if the reward is not on an automated payout schedule
The Reward Profile view will show the rollback date, rollback amount, and rollback note (reason for the rollback), so it’s easier to rectify the issue
If there’s an issue with the payment before the automatic rollback date, the reward’s status won't be changed automatically. You’ll have to wait for the rollback date (30 days or 1 week) to occur. In the meantime, you can update the member’s PayPal or Wise email in their profile to avoid future issues.
Recipient Reward Experience
Here is how your recipients will experience rewards:
Gift Card: We partner with Tango to fulfill all gift card rewards for your members and referrals. The cards are sent to the email recipients used on their Referral Rock profile.
PayPal: If the recipient already has a PayPal account, they'll instantly receive the funds in their account (once issued). If no PayPal account exists under the recipient's email address, they will be asked to create an account.
Wise: Recipients of a Wise reward will receive an email from your Business account asking them to complete their transfer with their own Wise account.
Prepaid MasterCard Redemption: The recipient will receive an email to redeem their MasterCard card.
For more information, see our Recipient Reward Experience article.
FAQ
Why is my reward not sending to a member or referral?
If a member or referral met requirements for a reward but the reward was not sent, this is likely because your rewards are currently Custom (Manual). Custom rewards happen outside of Referral Rock, so you’ll need to issue them manually.
A reward was showing as sent but the member has not received it. What should I do?
Check with the member to make sure you sent the reward to the correct email. If the first email was incorrect, you can reissue the reward to the correct contact at no extra cost. "Reissue" simply means resend, so it won't require an extra payment on your end.
If PayPal payouts are enabled, do members need to manually connect their PayPal account in their settings?
Members only need to provide you with the email address associated with their PayPal account. You can adjust your emails to prompt them to provide you with said email address.
I have clients whose PayPal accounts are linked to a different email than they signed up with. How can they retrieve their payouts or ensure that future payments go to the correct address?
They can update their email in the portal themselves in the Account section of the dashboard. You may want to let them know by adding this prompt to the dashboard so they are aware.
Is a rollback the same as unclaimed rewards in terms of fees?
No. A rollback is a separate process that reverses a completed PayPal or Wise payout, whereas unclaimed rewards are transactions that were never successfully claimed or paid out.
All PayPal payouts incur a $0.25 transaction fee at the time of issue, regardless of whether the payment is later rolled back or not. Wise transaction fees vary.
What are the fees associated with PayPal and Wise payouts, including rollbacks?
Every PayPal payout includes a flat $0.25 fee. For example, if a $10 reward is sent, the total cost to you is $10.25 ($10 to the member + $0.25 PayPal fee).
If the transaction is rolled back, the $10 reward amount is credited back to your account, but the $0.25 PayPal fee is not refunded, since it was already charged by PayPal when the payout was issued
Wise transaction fees vary based on the payment amount and currency.
Can I see the records of every payment that was rolled back?
Yes. you're able to see your logs with every rollback here.
Can gift card (Tango) payments be rolled back?
Tango payouts don't automatically roll back after a certain number of days if they go unclaimed. But if you sent the reward to the wrong email and it hasn't been claimed yet, please contact our support team and we will assist you with resending the reward.
What if I need to cancel a gift card (Tango) payment?
Please contact support if you need to cancel an unclaimed giftcard with the following information: email of the recipient, the amount, and your Tango Account number. Our support team will reach out to Tango to cancel the reward.
Note: Tango charges a 25% fee to cancel giftcards that is deducted from the refund amount.
I have PayPal rewards that were already paid out but the status is still being shown as pending. How can I mark them as paid without issuing duplicate payouts?
The solution is to make a new custom payout option (which means that the reward is fulfilled outside of Referral Rock) to "replace" the stuck PayPal reward. We recommend naming it "Custom Reward" so it's easy to find.
Then, follow these steps:
1. Click on the Actions button to the top right of the screen and select 'Add Reward.'
2. Select the recipient. Then, under Reward Type, choose whichever reward corresponds to your custom reward.
3. When that is done and you've filled out the other fields, mark the new reward as issued. Since the reward is fulfilled outside of Referral Rock, no duplicate reward will be sent.
4. Delete the old PayPal rewards that were paid out but stuck on pending.
Is there a way to create one combined payout for all the rewards a member has earned in a month?
You could do this via PayPal payouts if the reward is set to a manual issue. You can combine all the rewards' amounts into one single payment, if you'd like. But you'll need to edit the reward amount before issuing it.
Unfortunately, there isn’t a built-in way to automate combining multiple rewards into a single monthly PayPal payment in Referral Rock.
If automation is critical for you, you could explore using the Referral Rock API to build a custom solution. This would require some development work, though.