Overview
Within each Referral campaign you can enable the Payment Schedule feature to save time paying commissions. It includes the following flexibility:
Set a different payment schedule for each campaign
Set the payment method to be used
Set the schedule for immediate, weekly, or daily to automatically payout approved/unpaid commissions.
Set a minimum and maximum amount that auto-payouts should run
How to Setup a Payment Schedule
Step 1: Within Ambassador, go to Referral > Campaigns > select your specific Campaign > Payments.
Step 2: Enable and set your Primary Payment Method that should be used with the automated payment schedule.
Step 3: Select your desired payment schedule
Immediate - Pays out a commission immediately after it's been approved
Weekly - Select a day of the week to payout all approved commissions in the Unpaid tab. (ex. Friday)
Monthly - Select a day of the month to payout all approved commissions in the Unpaid tab. (ex. every 1st of the month)
Tip: Our recommendation for most use-cases is to use a weekly or monthly schedule because it allows you time to check if you have enough funds in your Tango / PayPal balance or Voucher inventory, and add more if needed.
Note: The Weekly and Monthly schedule begins processing at 12am UTC.
Step 4: (Optional) Set your Minimum and Maximum Payment amounts.
If you would like to set a threshold for the amount that can be paid automatically without manual intervention, set these:
Minimum - If the total approved/unpaid commissions for a contact do not meet this amount, they will remain in Unpaid status and not automatically paid until they reach this amount.
Maximum - If the total approved/unpaid commissions for a contact are over this amount, they will remain in Unpaid status and not automatically paid. You will need to manually select and pay them from the Unpaid tab.
Tip: If you have selected the Immediate schedule, we recommend enabling the Minimum and Maximum amounts to limit your exposure in the event of fraudulent activity.
Total Commission Value Threshold
This setting appears when you select an Immediate schedule, and is typically utilized by clients who want to payout referrals incrementally.
If enabled - Our system will calculate the total of all commissions being approved to see if it meets the threshold. If they do not, the commissions will go to "Unpaid" tab.
If not enabled - Each individual commission must be within the minimum and maximum payment threshold.
Example: If your single event commission amount is $2 and you want to payout when they have earned $20 (or 10 referrals), the ambassador will immediately receive payment as soon as 10 $2 commissions have been approved.
Keep in Mind:
If the commission amounts don't add up to the threshold, they will remain in unpaid status after being approved.
If the ambassador has met the threshold multiple times, they will receive a payout / notification for each instance.
Example: The single event commission amount is $2 and you want to payout ambassadors who have earned $20 (or 10 referrals). The ambassador has earned $64 (32 referrals). If you approved all 32 commissions, the ambassador will receive 3 payout emails @ $20 each. The remaining 2 referrals will remain unpaid until the ambassador meets the threshold again.
If you approve commissions before enabling this payout option, it will not work for those you already approved. You will need to unapprove (move back to pending status) the commission(s) or approve another commission for them in order to trigger this setting.
Step 5: Click Save Payments.
FAQ
The Weekly and Monthly schedule begins processing at 12am UTC.
If a contact has more than one approved commission in Unpaid, the Ambassador system will bundle them into one payout for the total amount.
Below are the reasons a payment schedule can fail. When this happens, an email notification is sent to the primary Admin of your account and the commissions remain in the "Unpaid" tab.
If your Tango/PayPal/Voucher balance is empty
If your Tango/PayPal/Voucher balance runs out in the middle of a job
Each payout is processed individually, so it will pay up to the amount it can and then leave any remaining in the Unpaid tab.
If there is an error with your PayPal Business account
If PayPal returns an error about the contact, that a payment is not allowed
If you have a "Yearly Payout Limit" set on the campaign or account and the contact has reached it.
If a contact's payouts reach the minimum or maximum automated payment limits you set for the schedule.
If a failed payout is resolved, you can either manually push the payout through or wait till the next payment schedule runs.