Coupon Code Attribution via Promotion Methods (Formally called "Conversion Triggers") allows you to create unique coupon codes associated with specific affiliates. They provide an alternate way to track affiliate orders without the use of affiliate links.
How they work: Whenever a customer places an order using an affiliate's code, that affiliate will automatically be credited for the order.
Important Note: To create coupon codes for affiliates, you'll need to both create the coupon Promotion Method in Refersion associated it with a specific affiliate AND create the requisite coupon code within your e-commerce store so that it is accepted during checkout.
Shopify and BigCommerce users can streamline the process of creating affiliate coupon codes by automatically sending new coupon codes created in Refersion to those stores.
Note: You can also allow affiliates to choose their own coupon code when applying to your program. If you do this though, then please be sure to set up Coupon Exclusions on your Refersion account. You can exclude specific coupons like holiday coupons or site-wide coupons to prevent abuse by affiliates or for another reason. This feature is available to merchants on our Growth and Scale plans and can be accessed from the Settings>Exclusions tab.
For expiration dates - If you want affiliate coupon codes to expire after a certain date, then you'll need to add expiration dates to your coupon codes from your e-commerce store.
Create Coupon Code Promotion Methods - All Stores
There are several places in the platform where you can create coupon codes for affiliates.
From the My Affiliates tab
Go to Affiliates>My Affiliates and click on the name of the affiliate you'd like to create the coupon Promotion Method for:
Click Promotion Methods on the right, then click Add Promotion Method:
Choose Coupon as the Type, enter the Coupon Code, and click Create New Promotion Method.
The new Coupon Code 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 create the Coupon Code for. Then select Coupon Code under Type, enter the Coupon Code, and click Add Promotion Method.
From the Promotion Methods tab
Go to the Affiliates>Promotion Methods tab and click +Add Promotion Method
Choose the Affiliate you'd like to create the Coupon Code for. Then select Coupon Code under Type, enter the Coupon Code, and click Add Promotion Method.
Automatically Push Coupon Codes to Shopify or BigCommerce
With both Shopify and BigCommerce, you can configure your account to automatically push coupons from Refersion to your e-commerce platform. But some important notes first:
If you need to make any changes to a coupon code that’s already been created in Refersion and your e-commerce platform, then you’ll need to manually make that update in both places (for example, updating the name of a coupon code in Shopify will not automatically update the corresponding coupon code in Refersion and vice versa).
Likewise, if you need to delete a coupon code that was created in both platforms, then you’ll need to manually delete it in both places (for example, deleting a coupon code in Shopify will not automatically delete the corresponding coupon code in Refersion and vice versa).
Push coupons to Shopify
To have Refersion automatically push coupons that you create into your Shopify store please follow these steps:
From Refersion, go to the Settings>Shopify tab
Under Shopify Discount Code Creation, select Yes, and adjust the other settings as needed.
Push coupons to BigCommerce
To have Refersion automatically push coupons that you create into your BigCommerce store please follow these steps:
From Refersion, go to the Settings>BigCommerce tab
Fill out the BigCommerce Discount Code Creation to automatically push the coupon codes created in Refersion to your store.
Save your changes.
Note: If you haven’t provided API credentials for your store, you will see the following message:
Click the provide us with additional API Credentials link, and follow the instructions on the following popup to provide Refersion with the required API access.
You can follow the ‘click here’ prompt in the popup to take you to the correct page in your BigCommerce store to create a new API account. Alternatively head to the Advanced Settings tab:
Then go to API Accounts tab and select Create V2/V3 API Token:
When creating the API account, please ensure that the account has access to ‘modify’ the ‘marketing’ category:
Please reach out to [email protected] if you have any questions!