Think of offers as the way you’ll segment your network once you get going. You can make this first commission offer simple, and get as fancy as you want later.
Go to Manage>Offers.
Click +Add and enter an Offer Name.
Select your Commission Type.
Note: The default is Percentage of Sale. You’ll specify a percentage for this option.
Expand the Advanced Options if you’d like to see more options.
You can adjust this offer and build out an unlimited number of offers.
Tracking Orders
Think of tracking as the way you’ll see which sales came from your affiliate network. Which tracking method you use will depend on where affiliates will drop your shop information. Here’s a rundown:
Referral Link and Deep Link
Referral Link (most common): A link containing your store’s domain and affiliate-specific tracking parameters that affiliates can drop onto their destination page of choice. Referral links work well for blog posts, website pages, social media profiles, site headers and footers, reviews, etc.
Deep Link (page-specific): You and your Affiliates can have the referral link to point to a specific page. Just add the path (specific page) to the end of the domain address you created when you signed up, also displayed in the Destination Page URL.
Your Affiliates can add these being going to their Affiliate Dashboard and clicking Create link to a specific page.
Troubleshoot referral link tracking by performing a test order using the guidelines provided in the "Troubleshooting Tracking Issues" section. Verify tracking functionality to ensure affiliate referrals are accounted for accurately.
Note: If you need to create a link for an affiliate at some point, you can do that from Dashboard>Generate Referral link.
Conversion Triggers
How to get there: Dashboard>Add Conversion Trigger
Conversion Trigger (no click necessary): These are best for certain social media platforms, print collateral — anytime you won’t necessarily have a customer clicking on a link. You can add conversion triggers via:
It is important to note that promo codes must be designated as conversion triggers within a Refersion affiliate's account to ensure accurate conversion tracking. Without this setup, customer purchases made using promo codes will not be linked to the affiliate.
Your Affiliates can add conversion triggers via:
Define usage limits or expiration dates for affiliate coupon codes to control how they contribute to commission tracking. This step can prevent over-attribution and ensure fair usage.
Coupon code triggers (from registration)
Customer email triggers (submitted to and approved by you)
Troubleshooting Tracking Issues
Refersion's affiliate program allows you to track conversions using referral links and promo codes. However, certain configurations and external factors may affect tracking visibility and accuracy. Below, we outline common issues and actionable steps to troubleshoot tracking problems effectively.
Promo Codes Not Tracking Conversions
Promo codes manually created in Shopify may not automatically link to an affiliate's account in Refersion. Without assigning the code as a conversion trigger, conversions won't be recorded.Solution: Ensure that the coupon code is assigned as a conversion trigger in Refersion. To create coupon code triggers, refer to the official guide. Consider issuing a Manual Credit if past conversions were missed.
Affiliate Test Orders Not Visible on the Dashboard
Test orders may fail to appear due to ad/cookie blockers, inactive tracking parameters, or tab-switching issues.Solution:
Go to the Dashboard and click Perform Test Order.
Select the affiliate and click Get Test Link.
Paste the test link into a new tab instead of using "Go to Link," and ensure the page fully loads before completing the order.
If the issue persists, conduct the test in a private browser session to bypass cookie-blocking.
Orders Not Appearing in Pending Conversions
This may occur if payment isn't captured automatically at purchase, especially with manually paid bank transfer orders.Solution: Use payment methods such as credit cards that allow immediate capture to ensure automatic tracking of conversions. Verify that the selected payment settings align with Refersion's requirements.
Barely Any Orders Attributed to Tracking Links or Promo Codes
External factors, such as reduced referral traffic, can impact conversions.Solution: Review traffic sources like referring websites and adjust content visibility. Test referral links by placing a new order to ensure proper tracking. Find test order instructions here.
Affiliate Coupon Codes and Commissions
All orders using an affiliate's coupon code are attributed to their commission unless a usage limit or expiration is defined.Solution: Set usage limits or timeframes for promo codes to refine affiliate attributions and ensure accurate tracking.
Additional Notes
Confirm eCommerce platform integrations are correctly configured.
For ongoing issues, refer to support documentation or consult Refersion’s customer service.