Refersion

Add users to your Refersion merchant account.

How Do I Add Team Members? (Merchants)

Top reasons you might have encountered a snag with a custom integration

Why Are Conversions Not Being Tracked for My Custom Integration?

Common reasons your test order or referral link might not be working.

Why Did My Test Order Fail? Why Is My Referral Link Not Working?

We want to be sure you have an easy time connecting Refersion to your Shopify store

What Is the Partner Request and Who Is It From?

How to set the rules of your affiliate marketing program

What Should I Include in My Terms & Conditions and Privacy Policy?

How Refersion complies with relevant regulations, including GDPR and CCPA.

As a Merchant, How Do I Turn On Two-Factor Authentication?

Depending on your plan, you may be able to review and payout a certain number of conversions per month.

What Are Hidden Conversions?

If you skipped selecting your e-commerce platform when registering, read on!

How can I select my platform after I've already signed up?

This article shows you how to reset your password.

How Do I Change My Password? (Merchants)

How Does Refersion Incorporate The Guidelines of The GDPR Into Our Data Policies?

As part of our DPA, we’ve listed the sub-processors that Refersion uses, as well as the use case reason.

Refersion's Sub-processor List

How Do I Cancel My Account?

Follow these required steps to complete the white-label setup for your account.

How to Complete the White Label Process

How are invoice amounts and charges calculated on Refersion billing statements?

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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