FAQ

How do I configure PayPal? How do I promote my affiliate registration page? How do I change my password? For common questions about Refersion, we’ve got quick answers.

48 articles in this collection
Written by Nick Veneris, Shakima, and Matt Sena

General Info

What Is Refersion?

How Refersion works, what you can do with it, and who it’s for.

Written by Nick Veneris
Updated over a week ago

How Do I Use Refersion?

Wondering if Refersion will work for you or how to get started?

Written by Nick Veneris
Updated over a week ago

Does Refersion Work With My Software?

Find out if the tools you use work with Refersion.

Written by Nick Veneris
Updated over a week ago

Are There Platforms Refersion Does Not Work With?

Unexpected integration snag? It may be that your ecommerce platform simply isn’t supported — yet.

Written by Nick Veneris
Updated over a week ago

How do I report a bug or error in my account?

Documentation that will help us resolve any issues as quickly as possible

Written by Shakima
Updated over a week ago

My Account

How Do I Add Team Members?

Add users to your Refersion account

Written by Nick Veneris
Updated over a week ago

Why Are Conversions Not Being Tracked for My Custom Integration?

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

Written by Nick Veneris
Updated over a week ago

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

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

Written by Nick Veneris
Updated over a week ago

What Is The Partner Request And Who Is It From?

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

Written by Nick Veneris
Updated over a week ago

What Should I Include In My Terms & Conditions And Privacy Policy?

How to set the rules of your affiliate marketing program

Written by Nick Veneris
Updated over a week ago

How Do I Turn On Two-Factor Authentication?

Improve your account security by activating 2FA.

Written by Shakima
Updated over a week ago

Why Can't I See All of My Conversions?

Professional Plan customers have visibility for up to 130 conversions per month.

Written by Nick Veneris
Updated over a week ago

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

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

Written by Shakima
Updated over a week ago

How Do I Change My Password? (Merchants)

This article shows you how to reset your password.

Written by Nick Veneris
Updated over a week ago

How Do I Change My Login Email? (Merchants)

This article shows you how to change and verify your login email.

Written by Matt Sena
Updated over a week ago

Why Can't I Use A Public Email Address (Gmail/Yahoo) As My Affiliate Contact Email?

Written by Nick Veneris
Updated over a week ago

How does Refersion incorporate the guidelines of the GDPR into our data policies?

A quick synopsis of our GDPR policies

Written by Matt Sena
Updated over a week ago

How Do I Cancel My Account?

How to cancel your Refersion account

Written by Nick Veneris
Updated over a week ago

Tracking & Reporting

Are browser cookies used for Refersion conversion tracking?

Refersion does not use cookies for tracking conversions

Written by Shakima
Updated over a week ago

Why Is the Last Order ID Processed Number Sometimes Different From the Last Number in My Payment Processor?

Why the Performance Dashboard number doesn’t always match your platform’s last order.

Written by Nick Veneris
Updated over a week ago

Can I Use Google Tag Manager (GTM) with Refersion?

Why we don’t recommend using Google Tag Manager for tracking

Written by Nick Veneris
Updated over a week ago

How Do I Run Reports?

Find out what reports you can run to track your program’s progress.

Written by Nick Veneris
Updated over a week ago

What Does eEPC Mean?

Learn about Effective Earnings per Click (eEPC)

Written by Nick Veneris
Updated over a week ago

How Do I Perform a Test Order?

Running a test order ensures that your shop is properly integrated with Refersion.

Written by Nick Veneris
Updated over a week ago

Is Refersion Able To Track More Than One Shopping Cart/Domain?

Options for setting up more than one store within a single Refersion account.

Written by Shakima
Updated over a week ago

Managing Affiliates & Offers

How Do I Get My Shopify Coupon Code Working?

If your Shopify Coupon code isn’t working, there’s an easy fix!

Written by Nick Veneris
Updated over a week ago

Can I Credit Only New Customers and Not Returning?

Apply a different commission, or no commission, for returning customers.

Written by Nick Veneris
Updated over a week ago

How Do I Automatically Accept Affiliate Applications on Offers?

How to automate the application approval process — for high-volume offers or open programs.

Written by Nick Veneris
Updated over a week ago

How Do I Communicate With and Motivate Affiliates?

Ways to get the most out of your growing affiliate network

Written by Nick Veneris
Updated over a week ago

I Deleted an Affiliate by Accident. What Now?

What to do when you need to reactivate an affiliate or settle a conversion.

Written by Nick Veneris
Updated over a week ago

How Do I Bulk Upload Affiliates?

If you have an established list of affiliates, here’s how to bring them over to Refersion.

Written by Nick Veneris
Updated over a week ago

What Is Value Added Tax (VAT)?

The definition of value added tax and whether or not you should use it.

Written by Nick Veneris
Updated over a week ago

I'm an Affiliate. What Do I Need to Know?

Where Affiliates can go for tips and questions about Refersion

Written by Nick Veneris
Updated over a week ago

What Commission Rate Do You Recommend I Set For Affiliates?

Written by Nick Veneris
Updated over a week ago

What Happens If A Customer Returns A Product And I Already Credited My Affiliate For It?

Written by Nick Veneris
Updated over a week ago

How Do I Keep Affiliates From Being Credited For Their Own Purchases?

Written by Nick Veneris
Updated over a week ago

How Do I Upload Banners For My Affiliates?

Provide banners and other assets for your affiliates to promote your brand

Written by Nick Veneris
Updated over a week ago

How Do I Add My Affiliate Registration Page to BigCommerce?

Steps to embed your affiliate registration form into the BigCommerce platform.

Written by Nick Veneris
Updated over a week ago

How Do I Add My Affiliate Registration Page to Shopify?

Steps to embed your affiliate registration form into the Shopify platform.

Written by Nick Veneris
Updated over a week ago

Conversions & Payments

How Do I Set Up PayPal Payouts?

Use the PayPal Payouts integration to pay your affiliates from Refersion

Written by Nick Veneris
Updated over a week ago

Why Hasn't My Affiliate Payment Gone Through?

Some common reasons for failed or stalled payments, and what you can do about them.

Written by Nick Veneris
Updated over a week ago

What Are My Options for Paying Affiliates?

Learn the different ways to pay affiliates

Written by Nick Veneris
Updated over a week ago

How Do I Reverse Approved or Denied Conversions?

If you approved or denied a conversion and want to change that conversion status, here’s what to do...

Written by Nick Veneris
Updated over a week ago

How Do I Increase My Payout Limit?

What to do when your owed commissions have exceeded your payout limit.

Written by Nick Veneris
Updated over a week ago

How Can I Ensure I'm Getting My Affiliate Program Taxes Right?

It’s important to be aware of your responsibilities to affiliates and to the IRS.

Written by Nick Veneris
Updated over a week ago

Can Refersion Track Recurring Subscriptions For Affiliates And Pay Them A Commission Each Month?

Written by Shakima
Updated over a week ago

What Are The Supported Currency Codes?

Here's our list of supported currencies.

Written by Nick Veneris
Updated over a week ago

What Are The Different Statuses For A Conversion?

An explanation for the different conversion status updates.

Written by Nick Veneris
Updated over a week ago