In this article we will discuss:
- Your Conversions tab & what it contains
- Learn about how your conversion information is displayed and organized
- How to approve or disapprove your affiliates' commissions
- Connect with REST API documentation related to Conversions & Customers
- Learn about coupon tracking, recurring commissions, lead/trial tracking & more
At the end of this article, we have also attached a short FAQ section.
Conversions & Customers pages
Let's kick off this article by making an important distinction:
- Customers represent people that signed up for your service (e.g. trial user), 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.
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.
Learn about how your conversion information is displayed and organized
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:
- Affiliate - The affiliate who drove the conversion.
- External id - Locate a specific conversion.
- Customer id - Locate conversions performed by a specific customer.
Conversions/Customers side panel
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:
- External id
- Conversion amount
- Date when the conversion was created
- Affiliate the conversion was attributed to
- Landing page url
- Conversion page url
- Platform & version
- Operating system (OS) & version
- Browser & version
- Tracking source (how the conversion was tracked)
- Click date
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.
How to approve or disapprove your affiliates' commissions
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.
Bulk approval or disapproval
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.
Customized/automated approval flows
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.
REST API documentation related to Conversions & Customers
We have two dedicated sections in our REST API docs containing endpoints for Conversions and Customers-related tasks.
You may find these here:
Automate commission approval
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.
Coupon tracking, recurring commissions & lead/trial tracking
Depending on your attribution model or tracking method, you may want to learn more about other associated functionalities:
- Setting up coupon tracking - Depending on your integration, it may be possible to track discount/promo codes via the REST API or Zapier.
- Setting up recurring/lifetime commissions - Create a conversion for each payment a customer makes.
- Lead/trial tracking - Start by linking affiliates to referred leads/trial users, and offer rewards only if the lead is won or the trial user becomes a paying customer.
What happens when a commission is approved?
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.
How are balances calculated?
Affiliate balances are calculated as follows:
- All approved commissions minus paid out amounts
What happens if I disapprove a previously approved commission?
If there are changes in commissions that have already been paid out, the change will become reflected in the affiliate's current balance.
- An affiliate drives a conversion with $10 commission. At this point, the affiliate's balance is $0.
- When the commission is approved, the affiliate's balance becomes $10.
- When the affiliate's balance is settled (paid out), the affiliate's balance goes back to $0.
- If a refund happens for the order/conversion, you can disapprove the conversion/commission tied to it.
- After disapproval, the affiliate's balance becomes -$10.
Note: An affiliate's balance will be set back only if they've already been paid out the commission amount.
Can I export by Customer/Conversion data?
Of course! 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.
How are duplicate conversions prevented?
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.
Why is the referrer missing in my conversion?
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:
- entered the site URL in browser address bar.
- visited the site by a browser-maintained bookmark.
- visited the site as first page in a new window or tab.
- clicked a link in an external application (such as email or a messaging service).
- switched from a HTTPS URL to a HTTP URL.
- switched from a HTTPS URL to a different HTTPS URL.
- has security software installed (such as an antivirus or firewall, etc.) which strips the referrer from all requests.
- is behind a proxy which strips the referrer from all requests.
- has explicitly added a
"no referrer"keyword to the link that would prevent outbound links from sending a referrer to the destination site (your landing page).