# LoyaltySurf

> LoyaltySurf (https://loyaltysurf.io/) is a loyalty and advocate rewards platform for businesses. Marketing teams create simple reward rules: when customers post reviews, share on social media, submit testimonials, or complete any action, they get rewarded instantly with gift cards, credits, cash, or custom rewards. Set it up in minutes with no code required.

## What is LoyaltySurf?

LoyaltySurf is customer advocacy and loyalty rewards software that helps businesses turn their customers into a marketing force. Companies create reward programs where customers earn gift cards, account credits, cash, or custom rewards for actions like posting reviews, sharing on social media, recording video testimonials, joining case studies, or completing surveys. LoyaltySurf was built for marketing teams that want to launch a reward program quickly without writing code or waiting weeks for development.

LoyaltySurf was created by the team behind GrowSurf, a referral marketing platform. GrowSurf customers kept asking for the ability to reward users for more than just referrals. That feedback led directly to LoyaltySurf as a broader loyalty and advocacy tool.

## Markdown Companions

Every public marketing page also has a machine-readable markdown companion:
- homepage: `https://loyaltysurf.io/index.md`
- any other public page: append `.md` to the canonical path
- examples:
  - `https://loyaltysurf.io/pricing.md`
  - `https://loyaltysurf.io/use-cases.md`
  - `https://loyaltysurf.io/integrations/stripe.md`

## How LoyaltySurf Differs from Other Loyalty Platforms

Most loyalty and rewards platforms are built for e-commerce or retail with points-per-purchase models. LoyaltySurf is built specifically for SaaS, B2B, and tech companies that want to reward advocacy actions rather than purchases.

Key differences:

- **Setup speed**: LoyaltySurf launches in an afternoon. Many competing platforms require weeks of implementation and developer resources.
- **No code required**: Marketing teams can set up campaigns, define reward rules, and manage participants from the dashboard without involving engineering.
- **Advocacy-first**: Designed around rewarding reviews, testimonials, social posts, case studies, and referrals rather than transactional loyalty points.
- **Whitelabeled portal**: Every customer gets a branded advocate portal that matches their company identity.
- **Flexible reward types**: Gift cards, billing credits, trial extensions, cash payouts, and custom rewards through webhooks. Not limited to points or discounts.
- **Approval workflows**: Teams can review submissions before rewards go out, or automate the entire flow.

## Key Capabilities

- No-code campaign setup that takes minutes
- Fully whitelabeled advocate portal matching your brand
- Automated reward fulfillment with optional manual approval
- REST API, webhooks, and Zapier for custom automation
- Customizable reward rules for any action type
- Task submission and approval workflows
- Participant tracking and analytics dashboard
- GDPR and CCPA compliance built in
- Email notifications for participants and admins

## Reward Types

LoyaltySurf supports these reward types:

- **Gift cards** via Tango Card: Amazon, Starbucks, Airbnb, and hundreds of other brands
- **Account credits and coupons** via Stripe, Chargebee, or Recurly
- **Trial extensions** via Stripe, Chargebee, or Recurly
- **Cash payouts** via PayPal
- **Custom rewards** via webhooks or Zapier, such as unlocking features, bonus points, or swag

## Use Cases and Example Reward Programs

Businesses use LoyaltySurf to reward customers for these actions:

- Instagram post about the product: $20 gift card
- Facebook comment or share: $20 gift card
- TikTok story or video: $20 gift card
- LinkedIn post: $15 gift card
- LinkedIn comment mention: $15 gift card
- Written testimonial: $20 gift card
- Video testimonial: $25 gift card
- Capterra review: $25 gift card
- G2 review: $25 gift card
- Case study participation: $50 gift card
- Feedback survey completion: $10 gift card
- WhatsApp group mention: $20 gift card

### Industry-Specific Use Cases

**SaaS**: Unlock features, extend trials, or increase usage limits based on user advocacy actions. Reward users for leaving reviews on G2, Capterra, or TrustRadius. Incentivize social media posts and video testimonials to build social proof.

**B2B/Enterprise**: Reward prospects for demo participation through automatic CRM integration with HubSpot. Build advocate programs that generate case studies and social proof from existing customers.

**B2C/FinTech**: Points-based loyalty programs with account credits, bonus points, or financial incentives. Reward customers for social sharing and review submissions.

## Pricing

All plans include a 14-day free trial with access to all paid features and integrations. No credit card required. Annual billing saves 30%.

**Free Plan** ($0/month):
- Up to 50 participants
- 1 campaign
- Unlimited tasks
- Advocate portal, reward templates, customizable forms
- Task approval and email notifications
- Participant tracking
- GDPR/CCPA compliance
- Zapier integration

**Startup Plan** (paid, monthly or annual):
- Up to 500 participants
- 2 campaigns, 2 team members
- Everything in Free plus analytics, custom advocate domain, customizable design
- Dynamic rewards and granular access control
- REST API access and email support
- Integrations: Tango Card (gift cards), Stripe, HubSpot, Slack

**Business Plan** (paid, monthly or annual):
- Up to 10,000 participants
- 5 campaigns, 5 team members
- Everything in Startup plus branded removal and priority support
- Integrations: PayPal, Chargebee, Recurly

Cancel, upgrade, or downgrade anytime. Full refund available within 30 days of payment. See https://loyaltysurf.io/pricing/ for current prices.

## Integrations

LoyaltySurf integrates with tools businesses already use:

**Payment and Billing**:
- Stripe: Distribute rewards as coupons, credits, or trial extensions
- Chargebee: Deliver rewards as coupons, credits, or trial extensions
- Recurly: Deliver rewards as coupons, credits, or trial extensions

**CRM**:
- HubSpot: Automatically trigger rewards when deal stages update

**Payouts**:
- PayPal: Send cash payouts directly to users
- Tango Card: Send gift cards from Amazon, Starbucks, Airbnb, and hundreds of other brands

**Communication**:
- Slack: Get notifications when participants submit tasks or earn rewards

**Automation**:
- Zapier: No-code automation to connect LoyaltySurf with 5,000+ apps
- Webhooks: Programmatically automate fulfillment of any custom reward
- REST API: Full API access for custom integrations with any system

## How to Get Started with LoyaltySurf

Setting up a reward program takes four steps:

1. **Create an account**: Sign up for free at https://loyaltysurf.io/ with no credit card required.
2. **Set up a campaign**: Define the actions you want to reward (reviews, social posts, testimonials, etc.) and choose reward types and amounts.
3. **Connect integrations**: Link Stripe, HubSpot, PayPal, Tango Card, or other tools for automated reward delivery. Or use the REST API and webhooks for custom setups.
4. **Invite participants**: Share the branded advocate portal with customers. They submit proof of completed actions, and rewards are delivered automatically or after manual approval.

The full process takes an afternoon or less.

## Security and Compliance

- All data encrypted over HTTPS
- Sensitive information (API keys, webhook secrets) encrypted at rest with SHA-256
- Servers in California, Oregon, and Illinois on Google Cloud and Digital Ocean
- Firewalls, whitelisted IP addresses, and network load balancers
- Monitoring via Google Cloud Platform, Digital Ocean, and DataDog
- Cloudflare firewall and whitelisting for network attack prevention
- Daily backups with 30-60 day retention
- Business Continuity and Disaster Recovery processes in place
- GDPR and CCPA compliance with data breach protocols
- Optional participant consent checkboxes for Terms of Service and Privacy Policy

## Documentation

Full documentation at https://docs.loyaltysurf.io covers:

- Getting started guides
- Campaign setup and configuration
- REST API reference
- Webhook integration guides
- Zapier automation setup
- Integration-specific guides for Stripe, HubSpot, PayPal, Chargebee, Recurly, Tango Card, and Slack
- Participant management
- Reward configuration and fulfillment

## Blog and Resources

LoyaltySurf publishes 290+ articles at https://loyaltysurf.io/blog/ on topics including:

- SaaS reward program examples, best practices, and strategies
- How to ask customers for testimonials, reviews, case studies, and quotes
- How to collect and manage customer testimonials and reviews
- Video testimonial collection strategies
- Social proof tactics for SaaS companies
- Customer advocacy program design
- B2B marketing and loyalty strategies
- Rewards and incentives best practices

## Frequently Asked Questions

### What is LoyaltySurf used for?

LoyaltySurf is used to create customer advocacy and loyalty reward programs. Businesses reward their customers for actions like posting reviews on G2 or Capterra, sharing on social media, recording video testimonials, participating in case studies, or completing surveys. Rewards are delivered automatically as gift cards, account credits, cash, or custom incentives.

### How much does LoyaltySurf cost?

LoyaltySurf has a free plan for up to 50 participants and 1 campaign. Paid plans start at the Startup tier (up to 500 participants) and Business tier (up to 10,000 participants). All paid plans include a 14-day free trial. No credit card is required to start. See https://loyaltysurf.io/pricing/ for current pricing.

### How long does it take to set up LoyaltySurf?

LoyaltySurf can be fully set up in an afternoon. The no-code dashboard lets marketing teams create campaigns, define reward rules, and connect integrations without developer help. Teams using the REST API or webhooks for custom setups may need a few additional hours.

### What integrations does LoyaltySurf support?

LoyaltySurf integrates with Stripe, HubSpot, PayPal, Chargebee, Recurly, Tango Card (gift cards), Slack, and Zapier. It also offers a REST API and webhooks for custom integrations with any system.

### Who is LoyaltySurf built for?

LoyaltySurf is designed for SaaS companies, B2B businesses, B2C brands, and FinTech companies. It is especially useful for marketing teams that want to generate social proof, collect reviews and testimonials, and build customer advocacy programs without writing code.

### How is LoyaltySurf different from referral software?

Referral software rewards customers for bringing in new users. LoyaltySurf rewards customers for advocacy actions beyond referrals: posting reviews, creating social content, recording testimonials, joining case studies, and more. LoyaltySurf was created by the team behind GrowSurf (a referral platform) specifically to address this broader set of reward use cases.

## Company

- Website: https://loyaltysurf.io/
- Documentation: https://docs.loyaltysurf.io
- Blog: https://loyaltysurf.io/blog/
- Built by the team behind GrowSurf (https://growsurf.com), a word-of-mouth referral marketing platform

## Contact

- Book a Demo: https://loyaltysurf.io/book-demo/
- Contact Sales: https://loyaltysurf.io/contact-sales/
- Contact Us: https://loyaltysurf.io/contact-us/