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How To Create Email Promotion Methods

Track affiliate orders based on customers' email addresses.

Written by Andre Tan

Please Note: Promotion Methods were formally referred to as "Conversion Triggers"

Email promotion methods acts as an additional way to track affiliate-generated sales. When an order comes in through an assigned customer email address, it will automatically be credited to that affiliate. There are several places in Refersion where you can assign email promotion methods, and you can upload them in bulk.


From the My Affiliates tab

Go to Affiliates>My Affiliates and click on the name of the affiliate you'd like to create the email Promotion Method for:

Click Promotion Methods on the right, then click Add Promotion Method:

Choose Email as the Type, enter the customer email address you want to assign, and click Create New Promotion Method.

The newly assigned email will appear in the Promotion Methods view:

From the Overview tab

Go to the Performance>Overview tab and click Add Promotion Method:

Choose the Affiliate you'd like to assign the customer email to. Then select Customer Email under Type, enter the customer email, and click Add Promotion Method.

From here you can also upload promotion methods in bulk. Click here to reference our help guide on bulk uploading promotion methods.
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​From the Promotion Methods tab

Go to the Affiliates>Promotion Methods tab and click +Add Promotion Method

Choose the Affiliate you'd like to assign a customer email to. Then select Email under Type, enter the customer email, and click Add Promotion Method.

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