It's important to note that if a recipient's Reference ID in Trolley does not exactly match their Affiliate ID in Refersion, then you will be unable to make commission payments using our Trolley integration. The affiliate in their dashboard will see an error message that looks like this:
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In this help article, we'll walk you through the simple steps to update a recipient's Reference ID in Trolley to avoid payment issues.
Step 1: Log in to Trolley
The first step is to log in to your Trolley account. Visit the Trolley website and enter your login credentials (email and password). If you've forgotten your password, simply click the "Forgot Password?" link to reset it. Once you've logged in, you'll be taken to the main dashboard of your Trolley account.
Step 2: Go to Recipients
From the main dashboard, locate the menu on the left-hand side of the page. Click on the "Recipients" option. This will take you to the Recipients page, where you can view and manage all your affiliates and their associated information.
Step 3: Search by Email
To locate the recipient whose Reference ID needs updating, use the search bar at the top of the Recipients page. Enter the email address associated with the recipient's account and hit "Enter" or click the search icon. Trolley will display a list of recipients that match the entered email address. Once you've found the correct recipient in the search results, click on their name. This will open the recipient's detailed information page.
Step 4: Edit Reference ID to Match the Affiliate ID
On the recipient's information page, you'll see various details, including their current Reference ID. To update the Reference ID, enter the correct Affiliate ID in the provided field and click "Save Contact Information."
Conclusion
Updating a Trolley Reference ID to match an Affiliate ID is a straightforward process. By following these simple steps, you can ensure an accurate match of your affiliates' IDs. If you have any further questions or need assistance, don't hesitate to reach out to our support team at [email protected]. We're here to help!