Savings programs

A savings program defines the conditions and reward rates under which partners earn rebates when their referred clients invest in savings plans.

Program list

View the following information for each savings program:

Name

The name of a savings program. Click the name to open the program details.

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Currency

The currency in which partner rewards are paid.

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Active

Whether the savings program is active:

• Yes — the program is active and partners can earn rewards.
• No — the program is inactive and no new rewards are created.

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Created

The date and time when a savings program was created.

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Updated

The date and time when a savings program was last updated.

Create a savings program

To create a savings program:

1. Click Create.
2. Fill in the required fields:
   • Name — enter a name for the program.
   • Description — optionally, enter a description.
   • Currency — select the currency in which partner rewards will be paid.
3. Click Save.

After creating a program, add levels to define the reward structure, then activate the program.

Edit a savings program

To edit a savings program, click the Edit icon next to the program in the list.

The following fields can be edited:

• Name — the name of the program.
• Description — the description of the program.

Program details

To access program details, click the program name.

The page displays the program settings and the list of associated levels.

Levels

Each savings program contains one or more levels. A level defines the reward rate a partner earns based on their referred clients' savings activity.

View the following information for each level:

Level

The level number.

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Reward Value

The reward rate, as a percentage applied to the client's savings amount.

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Active

Whether the level is active.

Add a level

To add a level to a savings program:

1. Open the program details page.
2. In the Levels section, click Create.
3. Fill in the required fields:
   • Level — the level number.
   • Reward Value — the reward percentage.
   • Active — whether the level is active.
4. Click Save.

Edit or delete a level

Activate a program

A savings program can only be activated if it has at least one active level.

To activate a program, click Activate.

To deactivate an active program, click Deactivate.

Assign to a partner group

A savings program must be assigned to a partner group to take effect. Partners in the group will earn savings rewards when their referred clients invest in savings plans.

To assign a savings program to a partner group, go to Program → Types, open the group settings, and select the program in the Savings Program field on the Preferences tab.

Filter data

You can filter the data displayed in the savings programs list using the following criteria:

• Name — enter a program name to search for programs with a matching name.
• Active — select a status to display active or inactive programs.
• Date range — select a start and end date to display programs created during the specified period.

After specifying custom filter criteria, click Apply filters to apply the changes.

Click Reset filters to reset all filters.