Activity shown in the product preview: Workflow triggered, Task complete, 12 reactions, Credits redeemed.
Referral and partner rewards for B2B SaaS
Thank the customers who refer a peer, the partners who bring in a deal and the users who write a review. Plum sends each reward in seconds, triggered from your CRM, your referral tool or the rewards API.
Trusted by teams at Google, Adobe, Nielsen and Western Digital
How to run a SaaS referral rewards program with Plum
Connect your stack
Connect your CRM or referral platform, or call the rewards API. Fund a wallet in your preferred currency.
Set the rewards
Pick a value for each action, add your logo and message, and choose how long each reward link stays open.
Send and track
Rewards go out when the referral counts. A second person can sign off first, and you track every send live.
What you get
Rewards built for a B2B sales cycle
Triggered from your CRM
Connect HubSpot, Salesforce, Zoho or Pipedrive, and a deal stage can send the reward.
Rewards API with a sandbox
Build rewards into your own product or referral flow, and test it first.
Their choice of brand
Each person picks a gift card they like from the Plum catalogue.
Customers in any market
One order covers several countries.
Sign-off before it goes
A second person can approve each send, so no reward goes out by mistake.
Unclaimed rewards
Reward links can expire on a date you set. Cancel unclaimed links and the value returns to your wallet.
Customer referral rewards for a long sales cycle
A B2B deal can take months to close. Rewarding only at signature means the person who referred you hears nothing for a quarter. Split the reward across the stages instead.
- Send a small card when the introduction is made.
- Send the main reward when the deal is marked won in your CRM.
- Check your customersā gift policies first. Some buyers, such as public bodies, canāt accept gifts.
A staged referral reward
- 1
Introduction made
A small thank-you card. Sent when the referral is logged.
- 2
Meeting held
A second card. Sent when the first call happens.
- 3
Deal signed
The main reward. Sent when the deal is marked won.
SaaS partner incentive programs for resellers and affiliates
Resellers, agencies and affiliates send you deals as part of their business. Reward them for the actions that grow your pipeline, from one wallet and one set of rules.
- Reward registered and closed deals.
- Thank partners for finishing product training.
- Send rewards the moment a deal closes, or in one batch each quarter.
Where partner rewards can start
- CRMs
- HubSpot, Salesforce, Zoho, Pipedrive
- Referral platforms
- Influitive, ReferralCandy, Tapfiliate, Invite Referrals
- Your own product
- Plum rewards API, with a sandbox
- One-off sends
- A spreadsheet upload
Rewards for reviews, case studies and reference calls
The customers who speak for you on a review site, in a case study or on a reference call help close deals. A thank-you card shows you noticed.
- Thank people for an honest review, whatever the rating.
- Follow each review siteās rules on incentives and disclosure.
- Send a card after a reference call, the same day.
Use cases
How B2B SaaS teams use Plum rewards
Customer referrals
A card for every introduction, and more when the deal closes.
Partner-sourced deals
Rewards for resellers and affiliates on registered and closed deals.
Product reviews
A thank-you for users who share an honest review.
Reference calls
A card for customers who take a call with a prospect.
User research
Thank users for interviews, beta tests and feedback sessions.
Booked demos
A card for prospects who turn up to a first meeting.
Pay on issue, or pay on use
Plum runs on a pre-funded wallet. You choose when itās debited.
Pay on issue
You pay the full card value the moment each card is sent.
- A fixed, known cost for every send.
- Suits awards and gifts, where every card gets used.
- Unused value stays with Xoxoday.
Pay on use
You pay only for the value people actually spend.
- Unused value goes back to your wallet.
- Suits survey incentives and campaigns, where some cards go unused.
Plum vs paying referral rewards by hand
- Someone buys a card for each referral
- Weeks between the deal and the thank-you
- A US card for a customer in Germany
- No check before money goes out
- Referrals tracked in a spreadsheet
- Rewards sent from a CRM deal stage
- Sent in seconds once the referral counts
- Each person picks a card for their own country
- A second person signs off
- Every send tracked live
Trusted by global and US teams
HR and people teams use Plum to send rewards in the countries they operate in.
Kennametal
20+ countries
Xoxoday seemed easy to use, and we loved all of the gift card options our employees would have.
Madison Ruff
Senior HRIS Analyst
Our employees really like the Xoxoday rewarding process. The customer service that they offer is exceptional and commendable.
HR Business Partner
H&M India