Setting up Affiliate Tracking (Shopify)

Use the following guide in order to set up affiliate tracking for Shopify. Affiliate Tracking allows you to review page visits and sales from your influencers using affiliate links.

Learn:

Note

You must connect your Shopify store to GRIN, within Brands, and you must have admin access to your Shopify account in order to complete the affiliate tracking set-up.

 

Generate an Affiliate Token 

Step 1 Click your name, in the right-hand corner, and select Account Settings from the drop-down menu.

Step 2 Within "Affiliate Integration", click Generate Token.

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Step 3 Your Token will be displayed, along with the date created and an option to delete the token.

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Step 4 Scroll and click </> Copy Shopify Code. You will use this code to enable conversion tracking within your Shopify store.

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Enable Conversion Tracking

Step 1 In a new browser tab, log in to your Shopify account.

Step 2 Within Shopify, click Settings, on the bottom left hand-side, and select Checkout.

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Step 4 Scroll down to the Order Processing section. Within the Additional Scripts box, enter the copied Shopify Code, from the previous step, after any pre-existing text.

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Note

The GRIN SDK has been added to your Shopify store in the “Apps” section. No further action is needed to enable conversion tracking.

 

Create an Affiliate Link Group

Step 1 Click Brands, on the navigation barand click the Affiliate Links icon.

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Step 2 Click the + New Link button.

Step 3 In “Step 1. Link Details”, enter the Attribution Window.

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Note

The Attribution Window is the number of days after clicking an affiliate link that sales will be attributed to that link.

 

Step 4 In “Step 2. URL Details”, enter a Domain, Destination URL and Influencer Link Pattern.

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Note

The Destination URL is the web page that your potential customers reach when they click one of your affiliate links.

The Influencer Link Pattern is the visible structure of all affiliate links, within this group. Once the links are assigned, variables, such as, "[first_name]" will automatically be replaced by the influencer's first name.

Destination URL Parameters, also referred to as UTM parameters, are simply tags you add to a URL. When your link is clicked, the tags are sent back to Google Analytics and tracked. Adding UTM parameters is optional. Learn how to set up a UTM parameter.

Step 5 In “Step 3. Date Restrictions”, enter Start and End Date(s) to limit date parameters. If there is no date restriction, you can leave this section blank. 

Step 6 In “Step 4. Payout Defaults”, enter Payout Type and Payout Value. 

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Note

The payout default are fall back rates when specific influencer rates have not been set. This is the commission rate that influencers will be paid for sales that are attributed to them. Once a link has been created, you can adjust rates at an individual influencer level.

 Step 7 Click Save.

 

Assign Affiliate Link Groups to Campaigns

In a campaign, affiliate links can be used to track sales by influencers, enable influencers to earn commission on sales or both. Also, you need an active campaign to assign affiliate link groups. Set-up a campaign prior to starting this step.

 

Revenue Tracking ONLY (No Commission)

Step 1 In the top navigation bar, click Program and select Campaigns from the drop-down menu.

Step 2 Click the Edit Campaign Details icon.

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Step 3 In “Step 4. Tracking”, select your Affiliate Link from the affiliate drop-down menu.

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Step 4 Click Save.

 

Revenue Tracking + Commission Payouts

Step 1 In the top navigation bar, click Program and select Campaigns from the drop-down menu.

Step 2 Click Edit Campaign Details icon.

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Step 3 In “Step 3. Compensation”, and check the Commission box and select your specific Affiliate Link Group.

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Step 4 Click Save.

 

Assign Affiliate Links to Influencers


Assign Affiliate Links in Bulk

Step 1 In the top navigation bar, click Program and select Campaigns from the drop-down menu.

Step 2 Click the Campaign Work Room icon.

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Step 3 Click Links and click the checkbox for each influencer you are assigning affiliate links to.

Step 4 Click on the blue checkmark icon, located on the top right of the menu, and select Assign Affiliate Link from the drop-down menu.

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Step 5 Click Assign Link to assign the affiliate link to the selected influencers.

Step 6 Click Save.

 

Assign Affiliate Links Individually 

Step 1 In the top navigation bar, click Program and select Campaigns from the drop-down menu.

Step 2 Click Campaign Work Room icon.

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Step 3 Click Links and click the Add Link icon in the Actions column.

Step 4 Click on the Create Link button and the assigned link will appear in the influencer's LINK column.

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Step 5 Click Save.

 

 

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