PayPal

Automatically send one-time PayPal payouts as rewards.

Note: The PayPal integration is only available to users on the LoyaltySurf Business plan or higher. The following countries and currencies are supported here.

Description

When a LoyaltySurf participant unlocks a reward, send them a one-time PayPal payout. The payout will be sent to the LoyaltySurf participant's email address.

Fee Disclosures

• The following fees are applied on payouts made through PayPal's API:

  • United States: USD 0.25 per U.S. transaction

  • International: 2% of the recipient payment amount, up to a certain amount

• Individual payments cannot exceed USD 20,000.

• No fees are charged to the recipient.

How to Set Up

To utilize the PayPal payout feature, you'll need the following (full PayPal payout instructions can be found here) before setting up:

1. A PayPal business account (you can sign up for a PayPal business account here)

2. Get access to PayPal Payouts

3. A confirmed identity, email, and bank account linked to your PayPal business account

4. Sufficient funds in your PayPal business account (make sure to cover enough for payout totals and fees)

You must first select a default currency for your LoyaltySurf campaign in order to use PayPal.

Step 1: In Campaign Editor > 4. Options > Integrations, click the Connect to PayPal button

Step 2: Once connected, press the 'Connect A Reward' button and select your reward.

(Optional) Step 3: Add a customized email subject and message to the PayPal payout by toggling the Show advanced payout settings section.

Advanced feature tip: Issue different reward amounts by using dynamic rewards

Dynamic rewards let you offer different reward values based on specific attributes of the participant (such as the pricing plan they signed up for).

For example, you can issue $50 payouts for normal users and $100 payouts for VIP users.

Learn more →

Step 4: Then hit Save. Now, anytime this reward is unlocked by a winning participant, a PayPal payout will be sent to the PayPal customer associated with the LoyaltySurf participant email address. If enabled, on their first payout, the participant will receive a confirmation email so they can choose the PayPal email address they want to use.

Troubleshooting Tips

If there is an issue with PayPal payouts being out to winners, LoyaltySurf will send out a notification email to the campaign owner. The issue will also be stated in the participant's detail page when you view their reward or when you view the participant's activity logs.

Here are some common reasons why there may be failures:

• There may be an issue with your PayPal account. For payouts to work, you must have a verified business PayPal account with access to PayPal payouts and sufficient funds. View the requirements.
• If dynamic reward rules are enabled for the PayPal reward, there may have been no matching rule found.

• If you're not seeing a PayPal confirmation email being sent out (which is sent when a participant first unlocks their first PayPal payout), you must first approve the reward. This only applies if you have manual reward approval enabled for your campaign.

If there was a failure, you will need to manually issue the payout from your PayPal dashboard.

How to confirm if a payout was sent:

1. Go to your PayPal Transactions History page to view all transactions

You can disregard the "Mass Payment" items. They are not duplicate payments, but rather records of GrowSurf's usage of the PayPal API to send out payouts via Mass Pay.

PayPal Transactions History

1. Click "Filter", select "Payments sent" for "Transaction type", then click "Apply Filters". You can now browse the list to confirm if payouts were sent out to LoyaltySurf participants.

Filter transactions

Other notes:

• If the LoyaltySurf participant does not have a PayPal account (or if it is unconfirmed), they will receive an email from PayPal notifying them to sign up for one or to confirm their account.

• If you have manual reward approval enabled for your campaign: PayPal payouts will only be issued to the winner(s) only after you approve the reward.

• If the loyalty action was triggered recently (or if the reward was approved recently), please allow for a few minutes of server processing before viewing the participant's reward from your LoyaltySurf admin dashboard. During this time, the data displayed for the participant's reward may not be accurate.