We recommend testing your Advocate program end-to-end to confirm that participants are being correctly registered in impact.com and rewarded for successful referrals.

The basic E2E testing steps are applicable to most Advocate implementations: create a customer advocate, refer a friend through the advocate, then confirm that the referral and reward were correctly tracked. If you have a more complex implementation, reach out to support for assistance.

Prerequisites

Before beginning E2E testing, your Advocate program must be fully set up. Make sure that:

The basic setup steps for your tracking integration—such as Shopify, Salesforce, HubSpot, or UTT—are complete.
The conversion event you send to impact.com includes the customerEmail field.
Program rules and rewards have been configured in your impact.com account.
Program touchpoints—including widgets or microsites—have been added to your website or landing page (as required).

Step 1: Create a test customer advocate

Start a new referral. This process will depend on how you've implemented with impact.com.
Through the website referral widget, register using a unique email address that is not already registered in your program.
Copy and store the share link for the test customer advocate.
In your impact.com account, from the left navigation menu, select Participants. Check that the customer advocate appears in the list.

Step 2: Start a new referral

We recommend completing this step in an incognito or private browser window. Existing cookies stored in your browser might alter your test results.

In an incognito or private browser window, load the share link you copied from the test customer advocate.
Confirm that your landing page URL loads with the following referral URL parameters: _saasquatch and rsCode.

Example: example.com/landing-page?utm_source=xxxx&utm_medium=xxxx&utm_campaign=saasquatch&rsCode=xxxxxx&rsShareMedium=xxxx&rsEngagementMedium=xxxx&_saasquatch=xxxxx
In your impact.com account, check that the referred friend was registered correctly.
- From the left navigation menu, select Participants.
- Confirm that the test referred friend appears in the list.
- Select their name to open their participant profile.
- In the Referral Info section at the top, confirm that the test customer advocate is listed in the Referred By field.
Optionally, if your program rules are set up to send an email to the customer advocate when a referred friend signs up, check that the email was received.

Step 3: Convert the referral

The process for converting the referral varies depending on your tracking integration with impact.com. If you don't see your integration in this list, reach out to your impact.com-assigned Implementation Engineer for help.

Shopify: Complete a purchase.
HubSpot: Change the referred friend's Deal stage to Sold Won.
Salesforce: Convert the referred friend's Lead to an Opportunity. Then mark the Opportunity as Closed Won.
JavaScriptUTT: Complete a purchase or action that will trigger the trackConversion function.

Step 4: Confirm the conversion in impact.com

Confirm that the conversion event is logged for the referred user. Events typically take 5-10 minutes to process.

From the left navigation menu, select Participants.
Select the referred friend's name from the list to open their profile.
In the Events section at the bottom, use the [Drop-down list] to select your conversion event. Make sure that the test conversion appears.
Confirm that the test customer advocate and test referred friend received any emails, in alignment with your program rules.

Step 5: Confirm that rewards were issued

Check that your program issued rewards for this conversion, as defined by your program rules. If you're rewarding cash and you complete the tax interview and provide your banking details as part of testing, you will receive a reward and a processing fee for the reward will be applied.

From the left navigation menu, select Participants.
Select the test customer advocate's name to open their participant profile.
In the Rewards section, make sure the customer advocate received their reward.
If your program rules also reward the referred friend, check their profile as well.

Step 6: Remove your test data in impact.com

Finally, we recommend removing the test data in impact.com.

Mark the event you sent to impact.com as a test.
Cancel the unredeemed reward.
Delete the referral in the referral feed.
Delete the test participant.