Use the following guide to learn how to generate an affiliate token, how to install the affiliate SDK and enable conversion tracking.
In the guide, you will learn how to:
- Generate an Affiliate Token
- Installing the Affiliate SDK for Any Website
- Enable Conversion Tracking
- Create an Affiliate Link Group
- Assign Affiliate Link Groups to a Campaign
- Assign Affiliate Links to Influencers
Generate an Affiliate Token
Step 1 Go into your Account Settings.
Step 2 In the Affiliate Integration section, click Generate Token.
Step 3 Your Token will be displayed, along with the date created and an option to delete the token.
Note
Once a token is generated, the sections for Installing the Affiliate SDK and Tracking Conversions will be displayed.
Installing the Affiliate SDK for Any Website
Step 1 Go into your Account Settings.
Step 2 In the Affiliate Integration section, under Affiliate SDK, click the </> Copy Install Code button.
Step 2 Paste the copied code on every page of your website, either within the header or before the closing body.
Enable Conversion Tracking
Step 1 Go into your Account Settings.
Step 2 In the Affiliate Integration section, under Affiliate SDK, under Tracking Conversions, copy the script.
Step 2 Paste the script on your order success page or trigger it manually.
Create an Affiliate Link Group
Step 1 Click on Brands and click the Affiliate Links icon.
Step 2 Click on the + New Link button.
Step 3 In "Step 1. Link Details", enter the Attribution Window.
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.
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 a Start and End Date for when the links will be active (Optional).
Step 6 In "Step 4. Payout Defaults", enter a Payout Type and Payout Value.
Note
The payout defaults 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 Click on Program and select Campaigns.
Step 2 Click on the Edit Campaign Details icon.
Step 3 In "Step 4. Tracking", select your Affiliate Link Group.
Step 4 Click Save.
Revenue Tracking + Commission Payouts
Step 1 Click on Program and select Campaigns.
Step 2 Click on the Edit Campaign Details icon.
Step 3 In "Step 3. Compensation", check the Commission box and select an Affiliate Link Group.
Step 4 Click Save.
Assign Affiliate Links to Influencers
Assign Affiliate Links in Bulk
Step 1 Click on Program and select Campaigns.
Step 2 Click on the Campaign Work Room icon.
Step 3 Click on the Links section and select the checkbox for each influencer you are assigning an affiliate link 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.
Step 5 Click Save.
Assign Affiliate Links Individually
Step 1 Click on Program and select Campaigns.
Step 2 Click on the Campaign Work Room icon.
Step 3 Click on the Links section 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.
Step 5 Click Save.
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