This guide will walk you through integrating your website with our tracking platform.
What This Article Covers
- How to change your settings
- How to run a self-test
Reviewing Your Settings
Before we begin, take a second to double check that your settings are configured properly.
You might recall the Start Guide that prompted you to fill out your information when you first signed up. If you want to review or change those answers you can do that by clicking Account > Settings from the top toolbar.
There are three items on the left navigation that you should review.
General - Here you can change the basic information of your account.
Branding - These two options allow you to change your site name and upload your logo.
Tracking - Here you can add tracking for your eCommerce platform.
If you are worried that your tracking has not been set up properly, then click the yellow button that reads “Add Tracking”.
This will allow you to go through the “Start Guide” again and create an additional tracking conversion. You only need to do this if you did not set it up properly the first time.
How To Run A Self-Test
Performing a self-test ensures that the Refersion app is properly tracking conversions from your website.
Step 1 Click Perform Test Order From The Dashboard
Step 2 Click Get Test Link
You should see the Referral Link Testing window pop up on your screen.
Make an affiliate is listed here. Conveniently, we automatically create you as an affiliate by default.
Step 3 Click Go To Link
Now it's time to use your referral link to visit your website.
The link you see here is automatically created when you started your account. The Go To Link button will use your referral link to load your website. The link gives the affiliate credit for the referral.
Click the link and visit your store.
Step 4 Make A Purchase
All you have to do now is make a purchase from your website.
If your website is using Shopify, then you can make a 100% discount code so you don't have to pay anything. However, if you are on any other platform the maximum discount code you can use is 99%. This is just because our system needs to see some money transferred to accurately log the conversion.
Go ahead and place an order just like a consumer would. You can cancel it later.
Step 5 Look For The Conversion On Refersion
After you've completed your purchase, you can head back to Refersion.
Once you are on your Dashboard, click on Manage > Conversions
Hopefully, you see a pending conversion with your affiliate name, along with the commission amount. It might take up to 10 minutes for the conversion to show up.
If you see a conversion, then good news you are properly integrated! Everything should work and conversions from future affiliates should track appropriately.
However, if you don't see your conversion after a short time, then please email us firstname.lastname@example.org. We offer support Monday - Friday 9:30 AM to 5:30 PM EST.
In the next article, we're going to dive into the nuts and bolts of Refersion so you can get the most out of it.