Ambassador Software

Build referral and loyalty programs that reward your happiest customers and help you grow revenue at a fraction of the cost of your other channels.

For added visibility on standard records, add our Related Lists and/or create custom field automations to map and display additional details about the referrer from their Ambassador custom object.

Open an Ambassador record to view their locale details and related lists like their campaign member share link/code(s), referee’s, commissions, and more.

Open a Commission record to view details like the related Opportunity, and even approve, unapprove, or deny pending commissions.

Use a Flow automation to automatically update a commission status when it meets or does not meet set criteria.

Use a Flow automation to auto-create and enroll a referred customer as a new campaign member, and if desired, reward them with a welcome bonus as part of a double-sided program.

To make setup even simpler, start with the Ambassador flow template and customize it as needed to fit your use-case.