Reward in brief: a flat $100 cash for a qualified meeting (proper demo), plus 10% of the deal’s first-year contract value once the MSA is signed — with a $250 minimum and $10,000 maximum on the 10% portion. The deal must sign within 6 months of submission to qualify for the 10% payout; the $100 is kept regardless. Submission alone earns nothing.
Summary of key clauses
- Eligibility — the referrer must be an existing customer; the referred organization must be a new company with 500+ employees and an appropriate decision-maker.
- Attribution — first successful introduction wins; duplicate referrals are ineligible; a Referral ID is issued once per referrer (not per referral), reused across all of that referrer’s referrals, and is non-transferable.
- Reward and payout — $100 cash at the demo milestone, plus 10% of first-year deal value on signing (minimum $250, maximum $10,000 on this portion), paid by invoice or bank transfer. The deal must sign within 6 months of submission to qualify for the 10% payout.
- Fraud prevention — self-referrals, fake organizations, false contact information, repeat submissions, or attempts to bypass attribution may lead to disqualification or reward revocation.
- Tax responsibility — rewards may be taxable in the recipient’s jurisdiction; the participant is responsible for compliance.
- Program changes — Xoxoday may modify, suspend, or discontinue the program at its discretion; changes do not affect rewards already earned.
Full terms
1. Definitions
- Referrer — the existing customer contact submitting the referral.
- Referred Company / Referred Contact — the new-logo organization and the decision-maker introduced.
- Referral ID — a numeric tracking code auto-generated by HubSpot (for example,
528606047984), issued once per referrer on their first submission — not once per referral. If the same referrer submits multiple referrals, to the same or different companies, all of them carry that referrer’s single Referral ID; individual referrals are distinguished internally by the referred company and contact. - Milestone 1 (M1) — completion of a proper product demo.
- Milestone 2 (M2) — signed MSA or first order (Closed Won).
- Reward Amount — the total cash reward: a flat $100 for the qualified meeting (M1) plus 10% of the closed deal’s first-year contract value (M2), with that 10% portion subject to a minimum of $250 and a maximum of $10,000, calculated per clause 6.
2. Who can join
- Must be a current, active customer contact on Empuls, Plum, or Loyalife, in good standing — no unresolved billing disputes and no active contract breach.
- Must have a genuine, pre-existing professional relationship with the Referred Contact, confirmed by a short attestation at submission.
- Xoxoday employees, contractors, and vendor staff are not eligible to participate as referrers, regardless of any personal customer relationship they may separately hold.
- Xoxoday may require proof of the referrer’s employment or role at the referring company if reasonably in doubt.
- If a referrer’s company policy does not permit participation in referral or incentive programs of this kind at all, the referrer should not submit a referral and may simply disregard this program. This is different from the employer-policy fallback in clause 6, which applies where participation itself is allowed but personally accepting a reward is not.
3. Who you can refer
A referral qualifies only if, at the time of submission, the Referred Company is:- not a current Xoxoday customer on any product;
- 500+ employees;
- not already tracked in an active Xoxoday CRM opportunity, including any opportunity opened in the prior ~90 days (see clause 5 on attribution);
- represented by a person who genuinely holds decision-making or influencing authority for the relevant product (for example, HR leadership for Empuls, Procurement, Finance, or Rewards for Plum, and Marketing, Loyalty, or CX for Loyalife) — job-title claims may be verified.
4. Submission requirements
- A submission must include, at minimum: company name, contact name, work email or LinkedIn profile, product of interest, and the nature of the referrer’s relationship to the contact.
- A Referral ID (a numeric HubSpot record ID, for example
528606047984) is issued once per referrer, on their first submission — not once per referral. If the same referrer submits multiple referrals over time, all of them are tracked under that same Referral ID; each individual referral is distinguished internally by the referred company and contact. The Referral ID, and every referral tracked under it, is non-transferable and cannot be reassigned to a different referrer. - Referrers are fully responsible for the accuracy of everything submitted. Knowingly false, exaggerated, or misleading information voids the referral immediately upon discovery, at any stage — including after a reward has been paid.
- The Referred Contact must give affirmative consent to being contacted (double opt-in) before Xoxoday Sales makes any outreach. If consent is not obtained within a reasonable window, the referral is closed as inactive and does not qualify.
- The referred deal must sign (MSA or first order executed) within 6 months of the referral submission date. If it has not signed within that window, the referral no longer qualifies for the M2 (10% deal-value) payout, even if the deal eventually closes later. This 6-month clock does not affect the M1 $100 payout, which is earned independently upon a qualified meeting per clause 6.
5. Attribution rules
- Attribution is first-touch: the first valid, timestamped submission for a given company is the one credited, regardless of how many other customers later submit the same company.
- A ~90-day lookback applies: if the account was already in active pipeline (via any channel) within 90 days before submission, the new referral is ineligible.
- Where the same referrer submits multiple contacts at the same company, only the first is treated as the qualifying referral for that company.
- Because a referrer’s Referral ID is shared across all of that referrer’s referrals (see clauses 1 and 4), attribution and reward calculation for each referral are tracked by the referred company and contact pairing, not by the Referral ID alone. A referrer with several referrals in progress sees each one progress and pay out independently under the same ID.
- Xoxoday’s CRM timestamp and internal records are the sole and final source of truth for attribution disputes.
6. Reward amount, gating, and payout
- Reward Amount = $100 per qualified meeting, plus 10% of the closed deal’s first-year contract value. The 10% deal-value portion is subject to a minimum of $250 and a maximum of $10,000; the $100 is additive and sits outside that floor and cap. Submission alone earns nothing.
- M1 payout: a flat $100 is paid once a proper, qualified demo is confirmed — a genuine walkthrough of core product capabilities, led by the Product team or a senior Sales representative, logged as such in the CRM. A scheduling call or casual intro does not qualify. This $100 is paid regardless of whether the deal size is known at this stage.
- The $100 is not contingent on the deal ultimately closing. If the referred deal does not close, or closes after the 6-month deadline in clause 4, the referrer keeps the $100 — it is not clawed back for that reason. (It may still be clawed back under the fraud provisions in clause 8.)
- M2 payout: once the MSA or first order is signed within the 6-month window, 10% of the deal’s first-year contract value is paid, subject to the $250 minimum and $10,000 maximum on that portion. This is paid in addition to, not instead of, the M1 $100.
- If the deal signs after the 6-month deadline, no M2 payout is made for that referral, regardless of deal size.
- Each referral tracked under a referrer’s Referral ID is rewarded independently. If the same referrer has multiple qualifying referrals in progress, each earns its own M1 and M2 payout on its own timeline, subject to the annual per-referrer cap below.
- If a deal is later unwound, materially reduced, or found to have been misrepresented before or shortly after M2, Xoxoday may withhold or claw back the M2 (10%) portion and recalculate it to match the true deal value. The M1 $100 is unaffected unless fraud is involved.
- The Reward Amount is paid in cash, by invoice or bank transfer, in the currency and manner Xoxoday’s Finance team determines appropriate for the referrer’s location.
- Employer-policy fallback: where personally accepting a cash reward would breach the referrer’s employer policy, the referrer may instead decline or disregard the reward entirely; direct the value to a donation for a nominated charity; or, if the referrer is at an existing Xoxoday customer, apply the value as a discount on that company’s next SaaS renewal or as a wallet-recharge credit. This choice must be declared at the M1 stage, before the M1 payout is processed, and applies to both the M1 and M2 payouts — it cannot be selected for the first time at M2 or invoked retroactively after the M1 cash payout has already been made.
- An annual cap per referrer applies (amount set by Finance and Sales Ops ahead of launch) across all referrals credited to that individual within a program year. Rewards in excess of the cap are not paid, deferred, or forfeited, at Xoxoday’s discretion.
- Rewards are calculated as of the date each milestone is confirmed; no adjustment is made for later currency fluctuation.
7. Taxes
Rewards, and any fallback benefit under clause 6, may constitute taxable income, a benefit-in-kind, or otherwise be subject to tax or reporting obligations under the recipient’s (or their employer’s) local law. Xoxoday makes no representation, warranty, or guarantee as to tax treatment in any jurisdiction, does not withhold tax unless legally required to do so, and bears no liability for the recipient’s or their employer’s compliance. This is disclosed to referrers at submission and again at the time of reward.8. Fraud, abuse, and enforcement
Xoxoday may investigate any referral or referrer at its discretion and may disqualify a referral, withhold a pending payout, or claw back a reward already paid (including recovering cash already transferred or requesting return of an equivalent-value benefit) where it reasonably believes there has been:- a self-referral or referral within the referrer’s own corporate group;
- a fabricated company, contact, or relationship;
- false, exaggerated, or materially misleading information at any stage;
- repeated, bulk, or systematic submissions designed to manufacture referral credit;
- collusion between a referrer and a contact at the Referred Company to simulate genuine interest;
- any other attempt to circumvent double opt-in, attribution, or milestone-gating rules.
9. No guarantee of outcome
Submitting a referral, or reaching any stage short of M1 or M2, creates no entitlement to engagement, a specific sales timeline, deal terms, or payout. Xoxoday’s Sales and Product teams retain sole discretion over whether and how to pursue any referred opportunity, including declining to engage a Referred Contact for any legitimate business reason. Xoxoday is not liable for any referral that does not progress, regardless of the effort the referrer put into the introduction.10. Data, privacy, and confidentiality
- Information submitted about a Referred Contact or Company is used solely to evaluate, route, and progress the referral, and is handled under Xoxoday’s standard privacy practices and applicable law (including India’s DPDP Act and, where relevant, GDPR for global referrals).
- Referrers must only submit contact information they are authorized to share, and must not submit information obtained in breach of any confidentiality obligation to a third party.
- Xoxoday will not disclose the referrer’s identity to the Referred Company or Contact without the referrer’s consent, except as necessary to facilitate the warm introduction itself.
- Program performance data may be shared internally for program evaluation; individual referral details are shared only with teams directly involved in qualification, sales, and reward processing.
11. Liability
Xoxoday’s total liability to any referrer arising out of or related to this program is limited to the value of the reward that referrer would have been entitled to receive for the specific referral in question, had all conditions been met. Xoxoday is not liable for indirect, incidental, or consequential loss, including any business or reputational impact from an introduction not being pursued, delayed, or declined.12. Program changes, suspension, and termination
- Xoxoday may modify, suspend, or discontinue the program, these terms, reward amounts, thresholds, milestones, or eligibility criteria at its sole discretion, with or without prior notice, and without liability to referrers for doing so.
- Changes do not retroactively affect a reward already fully earned — that is, both M1 and M2 completed — before the change takes effect.
- For a referral where only M1 (or neither milestone) has been completed at the time of a change, the terms in force at the time each milestone is actually reached apply to that milestone’s payout.
- If the program is discontinued entirely, Xoxoday will honor rewards for referrals that have already reached the relevant milestone as of the discontinuation date, but is not obligated to allow new referrals to progress toward reward after that date.