Extole supports the ability to track a registration step prior to a conversion step. Let's say your referral flow allows a friend to sign up for a free 30-day trial of your software before the friend needs to decide to convert into a paying customer.
This article describes how to track friend registrations coming through your referral program as a separate step from the conversion itself.
Track Friend Registration
When a friend completes a registration form, Extole is passed the required information to track the registration step. The registration step is used to transition the friend between their first step in the online channel and future steps that may occur on any channel.
Ensure the conversion tag includes the type of "register"
Pass Extole the "partner_conversion_id"
The partner_conversion_id is your unique identifier for this referral transaction. The partner_conversion_id is required in order to connect the registration step with the subsequent conversion step at a later time. You will need to pass us the same partner_conversion_id for both registration and conversion steps to connect the referral flow.
The partner_conversion_id has a maximum length of 38 characters.
Example Conversion Tag Tracking Registration
<script type="extole/conversion">
{
"type":"REGISTER",
"params":{
"tag:product_type":"softwaretrial",
"partner_conversion_id":"00O415320037eWy",
"partner_user_id":"EXT000010",
"f":"John",
"l":"Smith",
"e":"john@smith.com"
}}
</script>
Connect the Registration Step to the Conversion Step
Once the friend decides to convert into a customer and you can trigger a conversion using the same partner_user_id passed in the registration.
Conversions from a registration can be sent to Extole through all three integration options:
How to Report on Friend Registrations
The Extole dashboard provides an instant view into the number of conversions your referral program has brought in at both the program and campaign level. In order to report on registration details at the program or campaign level, use the Export to CSV feature. The CSV file contains a "Registers" column as well as a "Conversions" column.
Frequently Asked Questions
Is there a register API or file format?
No. The purpose of the register step is to use the power of Extole tagging technology to convert all of the Extole friend targeting logic into an identifier owned by a customer. When a registration occurs in the browser, Extole is able to better detect browser fingerprints through cookies, local storage and a variety of web technologies, and other browser metadata, http headers, etc.