Chatbot access: The Store Assistant chatbot is available with any Surflocal Marketing Ad to answer questions and capture leads 24/7. A basic stand-alone coupon does not include chatbot access, but you can choose a Coupon + Marketing Ad package that includes the chatbot for that offer.

Who Gets What Inside Your Marketing Cloud

One master view of all roles, tools, and access levels across your Surflocal platform.

Questions or partnership inquiries? Text 806-340-6761.
Surflocal Business Engine Surflocal Marketing Cloud
Advertising Partners
Agencies, media groups & strategic resellers
Group A

Purpose: Turn agencies into local marketing powerhouses without building new tech.

Core tools:
  • Bulk email & bulk text engines
  • Full coupon & deal generator tied to QR and landing pages
  • Advertising ad builder templates (static, slideshow, video)
  • Client dashboards & reporting views
  • Video chat & screen share for remote reviews
  • Referral & lead capture tools
View Advertising Partner Program ↗
White-label access for agencies and media partners.
Sales Team
Internal or independent community marketing reps
Group B

Purpose: Give reps fast communication tools and live demos to close local business accounts.

Core tools:
  • Single email & single text tools for one-to-one outreach
  • Limited bulk email & text for follow-up campaigns
  • Simple CRM-style lead & account tracker
  • Video chat & screen share for demos
  • Demo access to ad, coupon, and QR tools
  • Scripts, pricing sheets, and presentations
View Surflocal Sales Program ↗
Hourly plus commission with full demo stack.
Creators & Licensees
Freelancers, influencers, mini-agencies
Group C

Purpose: Let creators run their own local marketing business using your platform.

Core tools:
  • Full ad builder system for local offers & campaigns
  • Full coupon & deal generator with tracking
  • QR code studio and landing page tools
  • Reporting & activity views to prove results
  • Single email & text plus limited bulk options
  • Video chat, screen share & basic HR-style templates
View Creator Licensing Program ↗
Licensing model: your clients, your pricing, our engine.
Community Ambassadors
Locals, influencers, networkers, “feet on the street”
Group D

Purpose: Help locals share offers, support businesses, and feed referrals into your system.

Core tools:
  • Referral tools & simple ambassador link or code
  • QR code generator & share-ready graphics
  • Simple coupon share and message templates
  • Optional group chat or channel
  • Lightweight ambassador dashboard (leads, activity, rewards)
  • Optional video check-ins & briefings
View Community Ambassador Program ↗
For people who love their city and like connecting others.
Local Business Users
The businesses that sign up on Surflocal
Group E

Purpose: Give local businesses a clean way to promote offers, events, and announcements.

Core tools:
  • Ad builder (selected templates) for local ads
  • Coupon creator for deals & gift certificates
  • Limited bulk email plus single email & text
  • Business profile manager & basic posting tools
  • QR code manager & customer review request tools
  • Optional appointment / booking tools
  • Store Assistant chatbot on offers where a Surflocal web page and coupon are bundled together (no chatbot on stand-alone coupons)
Main Surflocal Site ↗
Entry point for business-facing campaigns and services.
Owner / Admin Overview
Your master control view (internal)
Owner

Purpose: See all roles, usage, and revenue in one place while each group only sees their lane.

Suggested dashboards:
  • Role and access matrix
  • Partner performance & licensing dashboards
  • Sales team activity & pipeline views
  • Creator & ambassador revenue / referral flows
  • Local business adoption, churn, and campaign stats
Talk to Surflocal About Access ↗
Use this as your internal “who gets what” reference.
Next step Tell David who you are & how many clients you touch today.
Surflocal Business Engine logo
Built for agencies, sales teams, and local partners who want predictable local marketing wins.

You win with Surflocal when every role knows exactly what they own. This map keeps agencies, sales reps, creators, ambassadors, and local businesses in their lane, while your Marketing Cloud does the heavy lifting.

  • Agencies: plug your existing book of business into a ready-made engine—bulk email, text, QR, coupons, dashboards.
  • Sales reps & closers: walk in with demos, close deals, and hand off to a system that keeps working after the meeting.
  • Local businesses & partners: run offers, track results, and stay visible in your community without learning new tech.
Tell me who you are & who you serve
This comes straight to David at Surflocal. The more specific you are about your role and client count, the better I can match you to the right tools and programs.
This sends everything above directly to david@surflocalmedia.com using a secure form.