Conversion Triggers are additional ways to track that do not require the visitor to click on an affiliate link, these are useful on certain social media platforms where links are not easily shared, and can also be used on printed promotional materials. You can add Conversion Triggers one by one (detailed instructions for adding each: Coupon Codes, Email and SKU triggers) or you can bulk import conversion triggers. To do this, follow the steps below: 

Step 1: Go to the Dashboard and click on Add Conversion Trigger. On the pop-up click Upload a CSV file

Step 2: Download the bulk upload template. This is optional, as there are only three column headers (but they must be typed verbatim in the spreadsheet): AFFILIATE_ID, TYPE, and TRIGGER

  • The AFFILIATE_ID column will be the ID of the affiliate (below is where you can find the AFFILIATE_ID)
  • The TYPE should be the type of conversion trigger. This can be either COUPON, EMAIL, or SKU. NOTE: The values in this column must be in ALL CAPS
  • The TRIGGER column is the actual trigger (the coupon code, email or SKU)

To find the affiliate ID, you can navigate to Manage > Affiliates, the affiliate ID will be listed on the left of the affiliate. You can also click on Export All on the top to receive an email export of all of your affiliates and their respective affiliate IDs.

Step 3: Fill in the spreadsheet This is what a completed template should look like. Multiple triggers for the same affiliate should be listed on their own row.

Step 4: Once you have completed the template, save as a CSV file and drag to the Conversion Trigger Bulk Upload pop-up. You should see a message at the top informing you the upload was successful.

If the upload fails, be sure to remove any extra spaces or commas as that can cause formatting issues with CSVs. Feel free to shoot us an email and we would be happy to help: [email protected] 

What's Next?
Learn more about identifying conversion types.

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