Drive word-of-mouth growth through advocacy

A task is when a participant completes a single action and submits it for your approval. Tasks are also known as form submissions.

A participant is someone who has submitted a task or earned a reward. Participants are based on unique email address. Learn more here.

Note: Your entire user base does not count as participants—only those who engage with your advocate program.

For example: If you have 10,000 users and send a marketing email announcing your advocate program, around 10% (1,000 users) might show interest in participating by completing a task. These users would visit your advocate portal and become participants only when they submit a task.

A campaign is simply an advocate program. You can run multiple campaigns for each audience that you have.

LoyaltySurf can be fully implemented in 30 minutes or less. This includes campaign setup and reward automation.

If you ever go over your participant limit, you can choose to be automatically upgraded to the next plan up, prorated. We'll send you email notifications when you've reached 50%, 90%, and 100% of your participant limit. You must have a payment method on file to get auto-upgraded and can opt out anytime from automatic upgrades.

Yes, you can remove participants from your admin dashboard or by using the REST API.

Yes. With LoyaltySurf, you will get an email notification everytime a participant submits a task. Once you approve it, the reward will be unlocked and reward automation will kick in. We also offer a REST API and Zapier app for complete workflow automation.

Yes, LoyaltySurf elements and content are 100% customizable.

Yes, you can always upgrade or downgrade your LoyaltySurf plan at any time, as long as your new plan's participant limit does not exceed your current usage.

LoyaltySurf is a self-service platform with no annual contract required to sign up. Plans are billed on a monthly or annual basis. You can start on the smallest plan possible, then auto-scale when you hit a participant limit, on a prorated basis. You can always upgrade, downgrade, or cancel your subscription at anytime.

If you're not satisfied with LoyaltySurf for any reason, you can cancel your plan at anytime.

You can request a full refund for your most recent payment by reaching out to LoyaltySurf support no later than thirty days from the last date of payment. View our full refund policy here.

Yes, you can pay yearly by changing your selected plan to a yearly billing option during your free trial period. We offer 30% off on all annual plans.

Yes, LoyaltySurf is fully compliant with GDPR. See more on our GDPR Portal.

We pride ourselves in our customer service and understand that our customers' success is our success. You can expect to receive top-notch customer support from us via email. Our support hours are Monday - Friday, 9 a.m. - 5 p.m. CST, excluding US holidays. We typically answer questions very fast (usually within hours or less during business hours). Our expert team has years of experience in helping customers across various industries and use-cases implement, troubleshoot, and optimize word-of-mouth advocacy programs.