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Create Offers & Track Orders

Learn how to create the right commission offers for affiliates.

Andre Tan avatar
Written by Andre Tan
Updated over 2 weeks ago

Think of offers as the way you’ll segment your network once you get going. You can make your first commission offer simple, and get as fancy as you want later. You can adjust your default offer and build out an unlimited number of offers.

  1. Click +Add and enter an Offer Name.

  2. 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.

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 (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.

Promotion Methods

How to get there: Dashboard>Add Promotion Methods

Promotion Methods (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 Promotion Methods via:

It is important to note that promo codes must be designated as Promotion Methods 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 Promotion Methods 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 Promotion Methods (from registration)

  • Customer email Promotion Methods (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 Promotion Method, conversions won't be recorded.

Solution: Ensure that the coupon code is assigned as a Promotion Method in Refersion. To create coupon codes, refer to our help 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/Attribution blockers, inactive tracking parameters, or tab-switching issues.

Solution:

  1. Go to the Dashboard and click Perform Test Order.

  2. Select the affiliate and click Get Test Link.

  3. Paste the test link into a new tab instead of using "Go to Link," and ensure the page fully loads before completing the order.

  4. If the issue persists, conduct the test in a private browser session to bypass tracking blocking (make sure tracking blocking settings are turned OFF).

  5. Ensure orders are completed within the affiliate program’s active Attribution window to maintain tracking data.

  6. Avoid clearing browser cache/cookies and disable ad blockers that may interfere with tracking.

  7. Use the same device and browser for the entire transaction journey.

For ongoing issues, feel free to email [email protected] for assistance with testing or troubleshooting.

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