Tapfiliate offers several attribution flows, each suitable to different types of businesses. These flows rely on two different entities that can be tracked: Customers and Conversions.

  • Customers represent people that signed up for your service (e.g. started a free trial), or filled out a lead form, but have not done anything yet you want to reward affiliates for.
  • Conversions represent actions (e.g. a one-off purchase, or monthly subscription payment) for which you want to award a commission to the referring affiliate.

Recurring, Lifetime or One-off?

Before we can determine what flow best suits your business, you'll have to decide whether or not you would like to award one-off, recurring or lifetime commissions.

  • One-off commissions means that you will reward the last affiliate that referred a visitor after they make a purchase. This is commonly known as last cookie counts
  • Recurring commissions means that you will be awarding the referring affiliate for the monthly/yearly subscription fees that the customer pays you. This is often used by SaaS/subscription businesses to pay the affiliate a commission for each payment the customer makes.
  • Lifetime commissions are very similar to recurring commissions, however this is more often used by e-commerce businesses looking to reward the original referring affiliate for any subsequent purchases a customer makes.

Which one is right for my business?

SaaS / Subscription + Recurring

If you offer a free trial before the customer makes their initial payment, we advise you use the tap('trial', customer id)  method on the thank you page the user reaches after signing up for your trial.

If you don't offer a free trial, but rather the customer starts paying right away, we advice to use the tap('conversion', external id, amount, {customer_id: "the-customer-id"})  method and place the code on the thank you page reached after someone signs up and makes their initial purchase.

For the recurring part, you can use our API or Zapier to create Conversions for the Customer, in response to payments by the customer. 

Please remember to enable Recurring / Lifetime commissions on your program.

SaaS / Subscription + One-off

If you don't want to offer recurring commissions, we advice you to use the tap('conversion', external id, amount)  method on the thank you page, after someone signs up and makes their initial purchase.

E-Commerce + Lifetime

For cases in which you'd like to track and reward an affiliate for a customer's subsequent purchases, we advice you to use the tap('conversion', external id, amount, {customer_id: "the-customer-id"})  method on the thank you page reached after someone makes a purchase.

Please remember to enable Recurring / Lifetime commissions on your program.

E-Commerce + One-off

We advice you to use the tap('conversion', external id, amount)  method on the thank you page, after someone makes a purchase.

Lead-generation

We advice you use the tap('lead', customer id)  method on the thank you page, after someone fills out your lead form.

Later, when a deal is won, you can mark the recorded lead "Won". This can either be automated with your CRM or done manually through the platform.

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