Refersion

Nick Castellano

Andre Tan

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. 

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

What Is Refersion?

If you’re a merchant using Refersion to track and manage your affiliate program, then check out our full video walkthrough of the platform!

How Do I Use Refersion?

I've connected my eCommerce backend to Refersion. Now what?

How To Get The Most Out Of Refersion

Find out if the tools you use work with Refersion.

Does Refersion Work With My Software?

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

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

Frequently Asked Questions

Verify that your report emails come from Refersion

Why are some of my notification emails from Refersion being marked as potentially dangerous in Gmail?

General Info

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?

Improve your account security by activating 2FA.

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)

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

How Do I Change My Login Email? (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

My Account

Refersion does not use cookies for tracking conversions

Are browser cookies used for Refersion conversion tracking?

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

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

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

As a Merchant, How Do I Run Reports?

Learn about Effective Earnings per Click (eEPC)

What Does eEPC Mean?

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

How Do I Perform a Test Order?

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

Are There Platforms Refersion Does Not Work With?

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

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

Add UTM parameters to some or all of your affiliates’ links to help track your online marketing campaigns across traffic sources.

How to Add UTM Parameters to My Affiliates' Links

Tracking & Reporting

Get answers to commonly asked questions about Product Feed for merchants

Product Feed FAQ for Merchants (Shopify)

Automatically create short, personalized vanity URLs for all of your affiliates.

How to Automatically Create Vanity URLs for Affiliates

If your affiliates' coupon codes in Shopify aren't being tracked, then there’s an easy fix!

How Do I Track Affiliate Sales Using Shopify Coupon Codes?

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

Can I Credit Only New Customers and Not Returning?

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

How Do I Automatically Accept Affiliate Applications?

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

I Deleted an Affiliate by Accident. What Now?

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

How Do I Bulk Upload Affiliates?

Setting up your commission calculations to account for VAT.

How do I ensure affiliates are not earning commission on VAT?

Where Affiliates can go for tips and questions about Refersion

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

Commission rates are your affiliate’s rewards for doing the hard work.

What Commission Rate Do You Recommend I Set For Affiliates?

What Happens If a Customer Returns a Product and I Already Credited My Affiliate For It?

Provide creatives and other visual assets for your affiliates to promote your brand

How Do I Upload Creatives For My Affiliates?

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

How Do I Add My Affiliate Registration Page to BigCommerce?

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

How Do I Add My Affiliate Registration Page to Shopify?

Managing Affiliates & Offers

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

How Do I Reverse Approved or Denied Conversions?

Can Refersion Track Recurring Subscriptions Orders for Affiliates and Pay Them a Commission Each Month?

An explanation for the different conversion status updates.

What Are the Different Statuses for a Conversion?

Refersion can track conversions for orders with more than 1 coupon code, but there are some nuances to be aware of!

How does Refersion attribute orders that have multiple coupon codes?

Learn how Refersion dedupes and prevents duplicate commission from being owed on orders.

How Does Refersion Deduplicate Conversions?

Affiliates can use their own referral link or coupon code to place an order, and merchants can allow or prevent commission from being owed.

Can I Exclude Affiliates from Earning Commission on Self-Referred Orders?

Conversions

Get answers to commonly asked questions about Unified Payments

Unified Payments FAQ

Signing up for Unified Payments is free, but there are some associated transaction fees.

What are the fees associated with using Unified Payments?

A glossary of terms as they apply to Unified Payments.

Unified Payments Definitions

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

As a Merchant, Why Hasn't My Payment to Affiliates Gone Through?

Learn the different ways to pay affiliates

What Are My Options for Paying Affiliates?

Some common error messages when paying affiliates with MassPay, and how to solve them

What Are The Different Paypal Mass Payment Error Messages?

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

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

What Are The Supported Currency Codes?

Payments

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