Refersion

Nick Castellano

Andre Tan

Everything you need to know about managing affiliates, from setting commissions to getting referral links and handling payouts.

Managing Affiliates & Offers

Learn how to manage new and existing affiliates from the manage > affiliates page

Affiliates Page Overview

Ways to make the most of your affiliate network.

What to Expect: Managing your Affiliates

Learn how to manage conversions from the manage > conversions page

Conversions Page Overview

A quick guide for creating, managing and updating offers

How to Create and Edit Offers

Create segments to help surface the strategies that work best for your brand.

How to Segment Different Affiliates

Set an expiration date for affiliate attribution, and capture a conversion as unqualified.

What is the Attribution Window?

Turn customers into affiliates with the post-purchase widget.

All About The Post-Purchase Channel

Take these steps to avoid affiliate scams and keep your network clean.

Identifying, Preventing, and Stopping Affiliate Fraud

A great way to track affiliate orders and point to specific product pages.

How To Create And Use Referral Links

Create a custom destination for your referral link to test out pages and products.

How To Create Page-Specific Referral Links

Empower your affiliate network to create email conversion triggers on the fly.

Enable Affiliates to Create Email Conversion Triggers

Adjust your account settings to approve affiliate conversions automatically after a set number of days

How to automatically approve conversions

Change the commission structure that an affiliate belongs to.

How to Change An Affiliate's Offer

Supplement your affiliate marketing efforts with the Refersion Marketplace.

What Is The Refersion Marketplace?

The Basics

Shopify users: Create shorter, more memorable links for your affiliates.

How to Manually Create Vanity URLs for Affiliates in Shopify

Add your Shopify discounts to your affiliate referral links.

Creating Shopify Shareable Discount Links for Your Refersion Affiliates

Enable us to track Shopify cancellations and update commissions accordingly.

Adjust Affiliate Commissions When an Order Is Canceled in Shopify

For your Shopify store’s orders that are referred by affiliates, you can tag the orders with additional information from Refersion.

How Can I Tag Orders in Shopify That Came from Refersion?

Learn how to promote your Shopify products to your affiliates from your merchant dashboard.

How do I promote my Shopify store's products? (Merchants)

For Shopify Users

Learn about Refersion’s 3 commission structures and what you can do with them.

What Are the Different Commission Structures?

Allow your affiliates to receive a commission on all future purchases placed by their referred customer

How Do I Give Affiliates Lifetime Commission?

Motivate your affiliates with bonus rewards based on lifetime sales revenue or number of conversions.

How to Set Up Bonus Tiers

Learn your options for setting up a tiered (incentive-based) commission structure.

How to Create a Tiered Commission Structure

Set different product-level commissions using SKUs.

How To Set Product-Level Commissions

Quickly add a list of products and corresponding commissions to your offer strategy.

How To Bulk Upload SKU Commissions

Manually add or upload a list of products you do not want to pay commission on.

How To Exclude SKUs From Receiving Commission

You can exclude product costs from your commission calculation.

How To Build a Product Cost Feed

Here’s how to credit affiliates for specific orders, or adjust their commission — up or down.

How To Manually Credit Affiliates

How Refersion complies with relevant regulations, including GDPR and CCPA.

How to Prevent Affiliates from Claiming Specific Coupon Codes

Commissions

Learn how to pay affiliate commissions from Refersion, or record payments made outside the platform.

How to Pay Affiliates

Everything you need to know about enabling Unified Payments on your merchant account to automate affiliate commission payments.

Getting Started with Unified Payments (Merchants)

This step-by-step guide covers everything you need to know about linking your Refersion account to PayPal's Payouts.

How To Set up PayPal Payouts

What you can view and do with payments to affiliates after you’ve initiated them.

Understanding Payment Status

How to process bulk affiliate payments in PayPal using a CSV

How to enable and pay affiliates with gift cards via Shopify Plus.

How to Pay Affiliates via Shopify Plus Gift Card

Payments

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