Define your Payout Events

after creating the offer, you need to define the payout rules that capture success events and trigger a payout request to referral partners payout rules create payout rules by clicking '+ payout rule' and then 'create new event ' you can add one or more payout rules to your offer to create a new event, set the crm object (e g deal or opportunity), the field and field value for the success event and create an event name for example, you can create an event when a referral reaches stage = qualified, stage = closedwon, status = won any event that you capture in your crm once you create the event, you can set the payout amount and attribution window only the events that occur within the attribution window will count as a conversion and be eligible for a payout to referral partners the payout amount can be a set dollar amount or a percentage value note if you set a percentage payout, you need to specify what field in your crm captures the contract value, for example 'value ' when the success event occurs, we'll generate a payout request with your payout percentage the value of the relevant deal