In this article we will discuss:

At the end of this article, we have also attached a short FAQ section.

__________________________________________________________________

Let's kick off this article by making an important distinction:

Your Conversions tab is where both Conversions and Customers are gathered, alongside relevant information regarding the activity that's being tracked (when it's retrievable, of course!).

in this article, we'll go over the key parts of both the Conversions page, and explain key parts and functionalities.

For information on Customers, please refer to the Customers feature article.

__________________________________________________________________

When you click on your Conversions tab, you're immediately going to see a table with all your registered conversions.

We'll go over some key parts of this page below.

The core feature of this page is the table where you see your conversions listed.

On the upper-left side of the table, you can find the option to view conversions containing pending, approved, or disapproved conversions.

On the far-right end, you'll find a column selector. You may use this to toggle on or off the information that's displayed, as well as reorganize the columns you see on this page.

We've created a neat search function, as well as a slew of filters to help locate specific conversions.

Some key filters that can help you locate specific conversions are:

When you click on an item, whether inside the Conversions or Customers page, it will open a side panel containing more details regarding the Conversion or Customer that has been clicked on.

In this section, we will only discuss the Conversions side-panel, which you can see below.

Here you can expect to find key information about the conversion, so long as it can be retrieved:

If you have retrieved metadata with the conversion, it will also be displayed inside the side panel.

Each conversion will generate a commission.

This commission is determined by the program's commission structure settings.

In this section, you'll see the commission amount that has been calculated for the conversion, along with the option to approve or disapprove said commission.

In the case you have MLM levels set up, you'll be able to see a section containing these, and the affiliates who were eligible for those MLM rewards. These may be approved or disapproved individually.

__________________________________________________________________

There are multiple ways in which you may approve or disapprove your commissions.

You can approve or disapprove commissions within the Conversion's side panel, simply by clicking on the drop-down selector:

This may also be done to approve or disapprove individual MLM commissions.

You may also use batch management features to approve or disapprove your commissions in bulk.

Simply select the commissions you would like to take action on, and the approval/disapproval actions will appear at the top of the page.

Tip: If a conversion has a red dot beside it, this means that you must take action to approve or disapprove a pending commission contained therein.

If you have a large volume of conversions, you prefer to automatically approval them as soon as they are registered. you may enable this option by going to Settings > Program > General.

You'll find the option to automatically approve commissions. Toggle this on & save.

It may be the case that you have certain conditions must be met before you can proceed to approve a commission.

If you have the means to build the logic, you may trigger commission approvals or disapprovals through the REST API. Please refer to the Commissions section of our REST API docs for endpoint information.

__________________________________________________________________

We have two dedicated sections in our REST API docs containing endpoints for Conversions and Customers-related tasks.

You may find these here:

It's also possible to automate the approval or disapproval of commissions through the REST API. Please refer to the Commissions section of our REST API docs for endpoint information.

__________________________________________________________________

Depending on your attribution model or tracking method, you may want to learn more about other associated functionalities:

__________________________________________________________________

Once a commission has been approved, the commission amount will be forwarded immediately to the affiliate's balance. To learn more about how to pay out your affiliates' commissions, please refer to the Payments page article.

Affiliate balances are calculated as follows:

If there are changes in commissions that have already been paid out, the change will become reflected in the affiliate's current balance.

Note: An affiliate's balance will be set back only if they've already been paid out the commission amount.

Of course, you can export the data. Your data is yours, so we've made it easy to retrieve it.

You may use batch management features on the Conversions page and Customers page to retrieve your data. Simply select those conversions or customers you would like to export, and an "Export" button will appear at the top of the table.

The .CSV file containing conversion (or customer) data will be sent to your email.

Note: Please note that checking the "Select All" box will select 100 items per page. If you'd like to select all conversions, make sure to click on the "Select all xxx" link that appears in the grey box.
​

If you're using one of our supported integrations, you'll see that we've taken care of retrieving at least an external id. This value is the one we use to prevent de-duplication.

This means that if there's a conversion with that external id in your account, it cannot be registered again.

The referrer is, generally speaking, the last place the user visited before they landed on your webpage. If available, this information will be retrieved by our code.

However, there are some situations where this data may not be passed along with the conversion.

The referrer field may appear empty/unknown if the user: